About the Client
Manual lead tracking, sales quotations, and invoicing slowed operations, increasing errors and impacting customer experience.
Industry : Engineering & Manufacturing
Company Size : Rotomotive serves multiple industrial sectors, including automotive, aerospace, oil and gas, and industrial machinery, offering precision rotary motion components.
Key Challenges : Rotomotive faced inefficiencies in planning, tracking service hours, generating quotes, and maintaining product specifications within their ERP system. The lack of structured processes led to missed appointments, reimbursement issues, and difficulties in managing technical specifications.
Challenges
- Disorganized Monthly Planning: Absence of a robust system for scheduling and managing maintenance plans led to inefficiencies.
- Service Hours & Reimbursement Issues: Lack of a check-in/check-out mechanism made it difficult to track work completed, impacting reimbursements.
- Quote Generation Challenges: The absence of a structured quote creation process led to revenue losses and inefficiencies in tracking sales.
- Technical Specification Management: Maintaining accurate records of product specifications within the ERP system was complex and error-prone.
Approach
Creatique Technologies utilized the People, Process, Systems framework to streamline Rotomotive’s operations:
People: Conducted training sessions for sales personnel on using the new check-in/check-out system and quote generation tools.
Process: Standardized workflows for maintenance scheduling, service tracking, and quote creation to eliminate inefficiencies.
Systems: Implemented Salesforce solutions, including Check-In Mate, custom Quote Document Generation, and a Lightning Web Component (LWC) for product specification management.
Solution
1. Monthly Plans & Visit Management System:
- Developed a centralized platform for scheduling and managing maintenance plans.
- Improved task execution and accountability across teams.
2. Check-In Mate Package for Salesforce:
- Enabled field technicians to log their arrival and departure times digitally.
- Integrated check-in/check-out data with the reimbursement module to streamline claims processing.
3. Automated Quote Document Generation:
- Replaced paper-based quote generation with a digital system.
- Enhanced tracking, improved document consistency, and increased customer satisfaction.
4. Custom Lightning Web Component (LWC):
- Allowed users to input niche-specific product details directly into the system.
- Ensured data accuracy, reduced errors, and improved overall operational efficiency.
Results & Impact
- Increased Efficiency: 35% improvement in scheduling and execution of maintenance plans.
- Enhanced Productivity: Accurate tracking of service hours optimized resource allocation.
- Streamlined Quote Generation: Reduced errors and improved turnaround time for sales quotes.
- Better Data Management: Centralized product specifications for consistent and accurate quoting.