MTS Systems Corporation Gets Easy Access to Real-Time Reports, Easily Integrates Salesforce with ERP

"It was critical that our CRM solution be able to integrate with our ERP system for customer master and order status information. Salesforce.com's powerful integration capabilities meant that we could go with our top choice for CRM while still having a unified system—it's the best of both worlds."


Challenge
  • Used variety of systems and processes to manage customer information
  • Wanted single system to manage sales processes, improve data security, and create new efficiencies
  • Required tight integration with customer master data stored in ERP
  • Desired better forecasting data

Solution
  • Selected salesforce.com for usability, flexibility, and strong integration capabilities
  • Phased deployment across the Americas, Europe, and Asia
  • Integrated CRM with ERP so key information could be viewed in Salesforce
  • Back-end data like contract expiration dates now automatically trigger new opportunities in Salesforce

Results
  • Unified view of critical information immediately accessible online 24-7
  • Real-time reports with a single click, replacing cumbersome ERP reporting
  • Immediate benefit and ease of use drive 90% user adoption
  • Faster identification of contract renewal opportunities
  • Better forecasting tools
 
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