Accelerate sales cycles with data integration and price optimization

We partnered with a global Fortune 500 company in the Consumer Staples sector to streamline and optimize their sales processes. The client, operating with a complex network of retail stores, manufacturing plants, and a large customer base, faced challenges due to inefficient data sharing and lack of system integration. With Incepta’s help, they were able to implement a seamless omnichannel integrated solution that improved sales cycles, enhanced customer relationships, and optimized pricing strategies across all their products and brands.

The client aimed to:

• Integrate multiple systems (ERP, CRM, and shipping partners) to eliminate data silos and enable smooth communication.
• Enable real-time data synchronization across departments to improve operational efficiency and decision-making.
• Automate and optimize the creation of quotes and order capture to speed up the sales cycle.
• Enhance customer communication through omnichannel solutions, allowing employees from different departments to access order statuses and customer information.
• Ensure seamless global integration, especially with their direct sales channel supported by Salesforce.

Our client is a leading global company in the Consumer Staples sector, with seven offices and one manufacturing plant in Canada. They serve over 35,000 retail customers globally. The company was facing challenges due to disjointed systems and manual processes that hindered their ability to deliver intelligent, efficient, and personalized sales experiences. They needed an integrated solution to streamline operations, reduce errors, and gain a clearer picture of business activities across departments.

Industry: Retail & Consumer goods

The client’s legacy systems, including their ERP, CRM, and shipping partner systems, were unable to effectively communicate with each other, leading to:

• Manual Processes: Employees had to manually enter and reconcile data across systems, resulting in errors and inefficiencies.
• Slow Data Exchange: The existing ad-hoc methods for sharing information were time-consuming and prone to mistakes.
• Lack of Real-time Insights: The inability to generate accurate, up-to-date data hindered decision-making and the ability to respond quickly to customer needs.
• Integration Issues: There was a critical need for seamless integration between the client’s systems, including Salesforce for direct sales channels, to ensure fast, reliable communication.

The client wanted to enhance its quote-to-cash capabilities, delivering faster, personalized sales experiences across both direct and indirect sales teams and e-commerce.

We provided a data integration and API-led architecture that connected the client’s systems for streamlined communication and data synchronization. We enabled seamless data exchange between ERP, CRM, and shipping systems while optimizing key processes like pricing, configuration, and quote generation.

1. Omnichannel Integration: Data synchronization allowed the client’s teams to access real-time customer, order, and inventory information across channels, improving efficiency and communication.
2. Automated Sales Process: We enabled automation of key sales processes, including quote creation, order capture, and invoice generation, reducing manual work and speeding up the sales cycle.
3. Pricing Optimization: The integration streamlined the pricing and configuration process, ensuring that quotes and orders were optimized and aligned with business strategies.
4. Global Integration: The solution was designed to integrate seamlessly with the client’s global operations and provide scalable, flexible capabilities for future growth.

Technology Used:

• MuleSoft ESB
• Salesforce
• SAP

We delivered measurable improvements for the client, including:

Improved Business Insights: Real-time data synchronization enabled better decision-making and more accurate, up-to-date insights across departments.on industry-leading integration technology. This yielded proven results of saving money, time, and resources for the client. Presented below is a snapshot of the before and after results achieved in this process:

Accelerated Sales Cycles: Sales cycles were reduced, with automated quote generation and order capture enabling faster sales processes.

Optimized Customer Relationships: The integration of real-time data and omnichannel communication improved relationships with customers by offering personalized experiences and faster response times.

Operational Efficiency: Automation eliminated manual processes, saving significant time and reducing the risk of errors.

Scalable and Flexible System: The new solution provided the flexibility to scale globally, allowing the client to support growth and adapt to changing business needs.

Before	After
Long wait times for quotes and orders	Accelerated sales cycles and deeper customer relationships
Manual processes and data entry errors	Automated sales processes and optimized order capture
Legacy applications that struggled to integrate	Flexible and scalable systems to support growth
Lack of visibility across departments	Clear visibility on order status across teams and channels

By partnering with Incepta Solutions, the client was able to automate key business processes, optimize pricing, and integrate their systems, resulting in faster sales cycles and stronger customer relationships. The new solution provided the client with enhanced operational efficiency, reliable data, and a flexible foundation for future growth.

When clients succeed by leveraging our innovative technology solutions, that’s the #InceptaImpact.

Contact us by emailing [email protected] or calling +1 (855) 818-0018 to learn how Incepta Solutions can accelerate your integration journey.