Successful Sales, ERP & Xero integration
An effective integration across multiple Salesforce CRM clouds and AscentERP enabled the integration of the entire sales, warehouse, operations and accounts business processes for our geospatial technology customer, GeoSLAM.
International growth support
With an opportunity for global growth and an existing 80+ international distribution network, GeoSLAM needed a detailed system that would manage their internal processes from beginning to end. Their system required visuals across lead tracking, sales and distribution network and operations and fulfillment. To achieve maximum efficiency, they needed to monitor the manufacturing processes, manage inventory, procure goods and services, and integrate them into their accounting system, Xero.
Effective AscentERP system support
The Coacto implementation team understood that the GeoSLAM system was being utilised with an AscentERP solution at its heart. As AscentERP partners quickly realized, the system needed to support sales transactions that synchronize with the customer’s chosen accounting platform, Xero, in both directions.
Additionally, the sales system necessitated bespoke product and pricing that was connected to the AscentERP inventory system. This allowed for smooth management of the quote to order process, as well as subsequent stages such as fulfillment and cash processing. A community provided visibility to external distributors.
“We wanted a force.com solution for our CRM and ERP requirements that would integrate into a cloud based accounting system, allowing us to align our business processes to enable efficiency and effectiveness throughout our supply chain, whilst providing data and analytics that help drive the decision making in the business.”Business Systems Manager
Sales Cloud, Service Cloud, Experience Cloud
Manufacturing and Distribution
AscentERP, Conga, Ascent4Products, Ascent2Xero, Xero
Integrated Solution Provider
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