Customer Success Stories

Enhancing Sales Visibility & System Efficiency Through Strategic CRM and ERP Integration

About Company

The client is a leading designer and manufacturer of highly engineered motion, actuation, control solutions and brake/friction materials to customers in the industrial and transportation end markets.

152
65
81

Challenges

The client, a growing business leveraging Salesforce for opportunity, lead, contact, and account management, integrated its CRM with an ERP system to synchronize critical data such as Account, Contact, Orders, and Billing Lines. However, several challenges hindered CRM efficiency and system performance:

Limited Sales Visibility & Forecasting Challenges

Sales teams struggled with poor visibility into opportunity progress and pipeline movement, making revenue forecasting inaccurate and inefficient.

Inefficient ERP Billing Data Load

  • The Jitterbit integration process was creating excessive duplicate records instead of updating existing ones, leading to 40GB of redundant billing data and consuming unnecessary storage.

  • System performance degraded due to data duplication, increasing operational inefficiencies.

Integration & Server Stability Issues

  • Lack of proper documentation for Jitterbit processes made troubleshooting integration issues difficult.

  • Server instability during data transfers caused workflow disruptions and delayed critical updates.

Inefficient Organizational Structure & Security Risks

  • The Salesforce org lacked a structured region-specific business unit hierarchy, leading to inefficient data organization and restricted access control.

  • Inactive user accounts created security vulnerabilities and complicated system management.

Solutions

CRMIT Solutions engaged through its Application Success Value Pack (ASVP) for Salesforce, focusing on CRM optimization, system performance improvements, and seamless data integration. Key activities included:

1. Enhancing Sales Visibility & Forecasting Accuracy

2. Optimizing ERP Data Integration & Storage Management

3. Improving Integration Processes & Server Stability

4. Strengthening System Security & Organizational Structure

Value Delivered

Storage Optimization

 Eliminated 40GB of duplicate data, reducing storage usage from over 130% to 10%, avoiding unnecessary additional storage costs.

Enhanced Data Flow

The Jitterbit upgrade and server stabilization ensured reliable daily updates from ERP to Salesforce, reducing failures and data discrepancies.

Sales Performance Improvement

  • Pipeline Inspection & Opportunity Scoring helped sales teams focus on high-value deals, resulting in more accurate revenue forecasting and smarter decision-making.
  • Einstein Activity Capture & Sales Analytics improved visibility into sales trends, enhancing conversion rates and revenue growth.

System Reliability

 CRMIT’s 24/7 application support ensured 99% uptime for Salesforce, enabling uninterrupted access to critical sales and CRM data.

Conclusion

Through the Application Success Value Pack (ASVP), CRMIT helped CentroMotion overcome CRM inefficiencies, optimize ERP integration, and improve sales forecasting. This transformation highlights CRMIT’s ability to maximize Salesforce investments and drive tangible business outcomes.

If your organization faces similar CRM challenges, CRMIT’s expertise can help you unlock maximum value from your Salesforce ecosystem.

Related Insights

Transform and optimize the heartbeat of your operations, systems and product development to reduce costs and facilitate growth.

Decision intelligence matched with customer success

We put people first—our team, our clients, and our community. With the right technology, talent, and strategy, we deliver real results that drive success.

1500

Successful Customers Engagements

4.9

Customer
Satisfaction

350

Decision Science
Consultants

21

Years Of
Customer Success

Rewards and Recognition