This was a multi-phase solution implemented over an extended period of time. Following a move to Sales Cloud Lightning, we implemented Revenue Cloud to simplify the client’s quoting process; SCM to create sales orders; and Conga Composer to generate documents based on Salesforce fields, print picklists, batches of invoices and send notifications. They can also create work orders with dispatches generated automatically through Field Service whenever installation is required.
“Our company views Nubik not only as an implementation partner but a long-term partner that will be able to assist our company both now and in the future as we continue to improve and add more efficiencies and products to our org. We value their input, expertise, and knowledge.”
By migrating their accounting system to FinancialForce, they now have their financials connected directly to their CRM data with visibility across operations. As a whole, the project now allows teams to have an eye on inventory levels, review the pipeline, and plan accordingly. Customer service has the capacity to better manage cases and online activity, while management enjoys a global vision of their business, all in one place.
Standard Duplicating Machines Corp. (Standard) is a leading North American distributor of print finishing and paper handling solutions. They partner with world-class equipment manufacturers to deliver state-of-the-art solutions to the commercial, in-plant, trade bindery, quick print, data center, financial print, direct mail, forms, education and government markets. They also offer a line of quality-engineered, automated finishing equipment and a range of pre and post paper handling solutions for continuous-feed print engines.