The organization managed customer accounts, shipment operations, billing workflows, and freight sales activities across multiple regions and business units. Over time, as different business units grew and evolved, their systems and processes did too. What worked earlier started becoming harder to manage, especially when sales, operations, and finance needed to stay in sync.
The Challenge: The issues didn’t come from one place. They built up gradually
Sales, customer, order, and billing data were spread across disconnected systems, making it difficult to maintain a single reliable view across the business
Teams across business units worked in their own way, so processes were inconsistent
Shipment and tracking visibility was limited for sales teams, affecting proactive customer communication
Manual synchronization between operational and sales systems caused delays and data quality issues
Managing customer hierarchies, shipping locations, and billing relationships across business units was operationally complex
Pipeline visibility was limited, which made forecasting more of an estimate than a reliable number
Leadership didn’t have a clear, consolidated view of revenue and forecasts
Integrating transportation, operational, and financial systems was complex due to multiple legacy platforms and disconnected workflows
The Solution: Datamatics brought in Salesforce Sales Cloud to organize how sales worked across the business and to connect it with the systems already in place.
Key solution components included
Set up a centralized CRM so all business units could work from the same system
Redesigned the account and customer data model to better support shipping, receiving, bill to locations, and customer hierarchies
Standardized data structures to reduce inconsistencies and improve reporting reliability
Built integrations between CRM, transportation systems, and finance platforms using Dell Boomi middleware for scalable synchronization
Connected TMS platforms like Edge, McLeod, OASIS, and others, so operational data could flow into sales
Integrated Oracle Fusion to align financial and billing information with sales activity
Enabled shipment visibility within Salesforce by synchronizing tracking details, shipment status, delivery milestones, and freight updates for sales teams
Introduced automated synchronization jobs and API-based integrations for shipment, customer, and account updates
Implemented monitoring, retry handling, and validation controls to improve integration reliability and reduce delays
Linked tools like CRM Workbook, Google Mail, and Outlook to make daily work easier for users
Implemented Okta to manage user access securely
Brought in systems such as QR, document repositories, and master data platforms to keep information aligned
Enabled near real-time data flow for customer, order, and financial information
Built dashboards and reporting views for pipeline visibility, KPI tracking, shipment monitoring, and forecasting insights
Reduced manual work by introducing automation in key sales processes
Executed data cleansing, deduplication, and migration activities to improve data quality and standardize customer records
Designed the solution to support future acquisitions, scalability, and higher shipment volumes without requiring a major rebuild
