About the client
Our client is a US-based family-operated restoration contractor specializing in post-disaster restoration, 24/7 environmental services, and reconstruction.
Client challenges
Without an integrated ERP system, the client faced challenges in allocating resources such as labor and equipment. This led to overbooking and underutilization, higher operational costs, and poor resource management. LevelShift restructured the client’s Salesforce system and integrated it with their existing ERP, which centralized the data and provided real-time insights. With these benefits, clients could schedule and fully leverage their resources. The integration also reduced 90 percent of the project manager’s manual work.
Solution
LevelShift integrates Salesforce and the client’s existing ERP for better business management
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- Data efficiency: Seamless data sharing within the client’s existing system minimized manual entry points and potential errors and improved operational efficiency.
- Real-time insights: With integrated CRM and ERP, end-users have access to up-to-date information, which allows them to make better decisions.
- Reduced data redundancy: Our solution provided high-level data consistency, which reduced data duplication.
- Cost savings: The restructured Salesforce system eliminated overbooking and underutilization of resources and prevented unnecessary operational costs.
- Accurate Reports: Centralized data helps the client deliver accurate analysis, generate financial reports, and provide forecasts.
- Improved customer service: Better access to data, streamlined processes, and improved customer service.
- Compliance: LevelShift ensured that data was consistent between the two integrated systems and met all the compliance standards set by the client.
Benefits
Integrating the Salesforce system with their existing ERP provided the client with fine-tuned resource scheduling. Our solution reduced most of the project manager’s manual work from the centralized data and data-driven insights.