• 中文 | EN

    Free Trial
  • Customers

    We provide you CRM information and support your decision with big data analysis.

    Baldor Electric (Shanghai) Co., Ltd.

    Baldor strengthens sales process management, improves efficiency, and integrates ERP systems to integrate IT information platforms.
    Baldor is a global leader in the design, manufacture and sale of industrial motors, power transmission products, drives and generators.

    • Challenges

      • The current manual spreadsheet solution could not meet the growing needs of sales team and customer management.
      • Management could not track the sales process and know all sales activities in real time, could not provide timely and accurate help to the sales.
      • Due to lack of integration with the ERP system, customer and order data were stored in different systems, causing duplication.
      • After-sale team lacked effective system support, couldn’t share information with sales team.
      • Unable to effectively assess sales performance and make sales forecast. 
    • Solution

      • With the help of slipstream, Baldor deployed sales cloud within a month, enabled centralized customer contact, business opportunity, order and marketing activities management.
      • Integrate Baldor's existing ERP system SAP, enable customers, contacts, and order synchronization from the ERP to Salesforce.
      • Use dashboards to present real-time information regarding leads, marketing campaigns, customers and opportunities, providing valid data support for decision making.
    • Effects

      • Salesforce CRM's real-time data helps the management manage teams more effectively, understand business opportunities and order status better.
      • Salesforce has been integrated with ERP, which effectively avoided data duplication and improved data accuracy.
      • Baldor has achieved a sustainable management of system scalability without adding IT staff.