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CLIENT

Elevating Their Data Game

Our Salesforce AppExchange Score
4.7
5
As of February 3, 2022
Client
Oracle Elevator Company
Industry
Manufacturing & Distribution
Employees
501-1,000
Implementation
Pardot, Sales Cloud, Service Cloud, Field Service, FinancialForce Professional Services Cloud, FinancialForce ERP Cloud, Supply Chain Management
Client
Oracle Elevator Company
Industry
Manufacturing & Distribution
Employees
501-1,000
Implementation
Pardot, Sales Cloud, Service Cloud, Field Service, FinancialForce Professional Services Cloud, FinancialForce ERP Cloud, Supply Chain Management
INTRODUCTION

When the client began looking for a Salesforce partner in Florida, they had been working with an outdated finance system (billing and accounting), so they wanted to upgrade it with a scalable ERP. In terms of oversight and operations, their work order creation and dispatching was being performed manually, and there was a data disconnect between field teams and accounting.

SOLUTION

This project led to an innovation in Salesforce for the manufacturing industry: Field Fuse by Nubik. A seamless integration between Salesforce and FinancialForce, Field Fuse delivers a solution capable of supporting and uniting teams in the field with accounting departments responsible for billing. A combination of Salesforce Field Service with FinancialForce ERP Cloud resolved the vast majority of Oracle’s issues. Each integrated perfectly with a larger system that included Sales Cloud, Service Cloud, and Pardot.

“Nubik’s customer service and response time were great. It felt like a true partnership. They were also very accommodating with our requests. They also did a good job of staying on top of things and making sure any relevant information we needed was up to date.”

Adam Courson
IT Director
Oracle Elevator Company
RESULTS

Thanks to the integration of Field Fuse, a bespoke integration of FinancialForce and Salesforce tailor-made for manufacturing companies, Oracle’s overall system achieved a series of automation milestones. From marketing automation through Salesforce Pardot; superior sales management from a business development perspective with Sales Cloud; advanced case management through Service Cloud; scheduling and dispatching with Field Service, procurement with FinancialForce Supply Chain Management; to finances and revenue recognition through FF Financial Management, and Billing Central which is used to generate thousands of recurring invoices for maintenance.

Following project completion, the client immediately began to flourish with a faster and more accurate invoicing process, greater visibility on their true profitability by region, and they were able to start making data-driven decisions for market expansion to pursue a clear vision for the future.

ABOUT OUR CLIENT

Oracle Elevator Company is a nationwide, independent elevator service company with the technical resources to maintain all types of elevators and lifts. By focusing on the service side of the business and providing a supportive environment for its technicians, the company provides a quality service product and more added value than other large elevator manufacturers.

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