Salesforce for Manufacturing company for better management of Quote or Opportunity records and link NPI cases to the Account, Opportunity, and Quote records
89%
Betterment of the way data is stored
67%
Redundant data decreased
92%
Redundant data decreased
Overview
From scattered records to a single automated flow
What you need to know:
This solution underscores HIC’s unique approach to translating technical enhancements into tangible business benefits, exemplifying how tailored solutions can elevate operational efficiency.
Why It Matters
IEWC, a global manufacturing company reached out to HIC Global Solutions to customize the Salesforce platform for better management of Quote or Opportunity records.
What HIC Did
Understanding client requirements, HIC Global Solutions customized the Salesforce platform with administrative actions helping IEWC manage customer data better
Challenges Faced
Bottlenecks slowing every hand-off
Inefficient Data Entry Process:
Manual entry of NPI into Quote or Opportunity records led to inefficiencies and the risk of errors.
Limited Automation:
The lack of automated processes for linking NPI cases to Account, Opportunity, and Quote records created bottlenecks in workflow and data consistency.
Incomplete Data Validation:
The absence of some fields in new case forms resulted in incomplete or inaccurate information, impacting data quality.
About the Company
Operating out of Milwaukee, the U.S., our client IEWC supplies complete solutions for wire, cable, and wire management needs. Our client has been in business for more than half a century. IEWC offers an unparalleled customer experience that supports the success of projects and ensures the growth of their customer’s business.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Opportunity Record Integration:
Enabled auto-population of the Opportunity Name field on the New Case form when a user enters a case from an Opportunity record.
Quote Record Integration:
Also, When a user enters the case from a Quote record, it auto-populates the Quote field on the New Case form with the Name field from the Quote record, the Opportunity Name field on the New Case form.
Creating a New Account Field
Created a mandatory Account Name field in new case forms, ensuring data completeness and accuracy.
Linking General Sales Requests with Accounts records
The General Sales Requests are now automatically linked to the Account record entered in the New Case form Quality Customer Requests.
India 
USA
UK
Canada