Salesforce Supports B2B Sales for a North American Wire and Cable Distributor

Industry

DistributionManufacturing

Services

Salesforce DevelopmentSales CloudERP Integration

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsERP integrationCPQ

Challenge

A distributor supplies wire, cable and wire management products to businesses across North America.

Sales teams needed better account insight and faster quoting for complex orders:

Slow quoting for complex orders.
Limited account insight for sales reps.
Disconnected ERP and CRM data.
Large product catalogue.

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 wire & cable distributor's processes and goals.

ERP integration

Order history and pricing synced into Salesforce.

Quoting

Faster quoting with product and pricing rules.

Account insight

Sales reps see purchase history and opportunities.

Sales reporting

Performance by region, account and product line.

Wire & Cable Distributor 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:

Faster, more accurate quoting.
Better account insight for sales.
Connected ERP and CRM data.
Clear sales performance reporting.

Wire & Cable Distributor

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Challenge

A distributor supplies wire, cable and wire management products to businesses across North America.

Sales teams needed better account insight and faster quoting for complex orders:

Slow quoting for complex orders.

Limited account insight for sales reps.

Disconnected ERP and CRM data.

Large product catalogue.

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 wire & cable distributor's processes and goals.

ERP integration

Order history and pricing synced into Salesforce.

Quoting

Faster quoting with product and pricing rules.

Account insight

Sales reps see purchase history and opportunities.

Sales reporting

Performance by region, account and product line.

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.

Related Case Studies:

Warehouse Management Software Provider

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

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

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Essential

Analytics

Marketing

Salesforce Supports B2B Sales for a North American Wire and Cable Distributor

Challenge