Lakeworth Digital Inc.
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Case Study

Customer Success Story: Future PolyTech

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Background

US based manufacture of plastic films and bags, and authorized distributor of bagging & wrapping machinery. The Sales and Service team at Future PolyTech wasn’t leveraging Salesforce CRM well due to poor implementation and dealing with the issue of not being able to see the Order and Invoice data due to a new ERP integration.

The Challenge

Future PolyTech had switched their ERP system over to a new vendor but had not established the data integration like they previously had. Were leveraging a Salesforce Consultant who had done a poor job of implementing Salesforce resulting in:

  • Limited use of CRM system and automations
  • Ad-hoc and offline working resulting in inefficiencies
  • Data visibility issues due to lack of centralized system, ERP integration
  • Management Dashboards and Reports missing or stale
  • Lack of understanding on what could be achieved with Salesforce
  • No one to guide consultatively to come up with a technology roadmap

The Solution

Lakeworth Digital analyzed the business needs and burning issues to co-define a strategic plan to address key priorities over a 6 months engagement:

  • ERP Integration - made changes to the Data Model to support CyFrame ERP data feed and restored ERP Integration for Order and Invoice data.
  • Sales Management Reports & Dashboards - Sales YoY Dashboard, Repeat vs New Business Dashboard, Open Sales Orders YTD, Orders with no invoice in last 60 days.
  • Account Management Reports & Dashboards - Business KPIs, Goals to Progress.
  • Salesforce UI Upgrade - migrated from Classic to Lightning, optimized UI for core objects to enable easy access to key data fields, reduce clicks, simplify navigation.
  • Lead Management, Case Management - enabled with life cycle setup, reports.
  • Salesforce Mobile and Outlook Integration - setup to enable access on the go.

Why They Chose Lakeworth

Deep Consulting and Salesforce Expertise

Senior-led, outcome-driven delivery

Proven Salesforce + Integration track record

Strong collaboration and ownership culture

The Results

Future PolyTech restored their CRM system along with re-establishing ERP Integration.  Got foundational Sales and Service capabilities functioning the business needs.

"We’ve had a great experience working with VK & the Lakeworth Team.  They were very responsive & helpful throughout the whole process.  We really didn’t use Salesforce previously - we now use Salesforce on a daily basis for a variety of reasons including dashboards, CRM, customer history, etc.  The value of having information in one place / real time data has saved our company a tremendous amount of time /  back & forth."

Simple and easy to use CRM system

Sales Management driven by Data Insights, team collaboration

Integrated view of customer Orders and Invoices

Reports and Dashboards surfacing customers needing outreach

Improved user adoption and workflow automation

Foundation set to further technology modernization