Salesforce Manages Sourcing and Logistics for a Timber Trading Company

Industry

ForestryLogistics

Services

Salesforce DevelopmentProcess Automation

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsCustom objects

Challenge

A company specialises in sourcing, procurement and logistics for softwood and hardwood logs, with deep expertise in the French forestry market.

Suppliers, purchases and shipments were tracked manually:

Manual supplier and purchase tracking.
Complex logistics coordination.
Limited visibility of stock and shipments.
International customer communications.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the timber sourcing company's processes and goals.

Supplier management

Suppliers, forests and contracts managed in Salesforce.

Procurement tracking

Purchases, volumes and quality tracked.

Logistics

Shipments and transport coordinated with status updates.

Customer orders

Customer orders linked to supply and shipments.

Timber Sourcing Company solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Clear visibility of sourcing and logistics.
Less manual coordination.
Better supplier management.
Improved customer communication.

Timber Sourcing Company

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Challenge

A company specialises in sourcing, procurement and logistics for softwood and hardwood logs, with deep expertise in the French forestry market.

Suppliers, purchases and shipments were tracked manually:

Manual supplier and purchase tracking.

Complex logistics coordination.

Limited visibility of stock and shipments.

International customer communications.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the timber sourcing company's processes and goals.

Supplier management

Suppliers, forests and contracts managed in Salesforce.

Procurement tracking

Purchases, volumes and quality tracked.

Logistics

Shipments and transport coordinated with status updates.

Customer orders

Customer orders linked to supply and shipments.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

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Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

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B2B Services Company

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Essential

Analytics

Marketing

Salesforce Manages Sourcing and Logistics for a Timber Trading Company

Challenge