Powering Digital Transformation: Rewiring The Manufacturer’s Legacy Systems On Salesforce

A well-established, US-based provider of reclaimed and sustainable wood products, known for over 30 years of delivering high-quality materials to architects and builders. As demand for environmentally responsible construction grew, the Client experienced rapid business growth— outpacing the capabilities of their existing systems.

The Challenges: System Inefficiencies Hindering Scalable Growth

With the growing demand for green building materials, the Client expanded rapidly. However, this growth revealed inefficiencies in their legacy Salesforce setup, manual data entry, and a lack of integration with their ERP system, Acumatica. Their legacy Salesforce system, once implemented for a minor operation, became outdated and inefficient. Manual data entry, limited automation, and a disconnect between Salesforce and their ERP system (Acumatica) led to inconsistencies, frustration, and delays across teams.

The Solution: Strategic Solution for Scalable Growth

To address the Client’s operational challenges, Datamatics conducted an in-depth assessment of their existing Salesforce and ERP (Acumatica) systems. The analysis revealed outdated configurations, manual processes, and disconnected workflows that were limiting scalability. Datamatics designed and executed a comprehensive modernization strategy focused on system efficiency, automation, and future readiness.

Key components of the solution included:

• Upgraded Salesforce environment to utilize modern features and eliminate outdated workarounds.
• Implemented intelligent automation to reduce manual data entry and streamline workflows.
• Seamless integration between Salesforce and Acumatica ERP to ensure real-time, consistent data flow across systems.
• Established a scalable, unified system architecture aligned with current operations and future business expansion.
• This end-to-end transformation improved operational efficiency, reduced errors, and empowered the Client to scale confidently in a growing green building materials market.