Background
The go-to supplier for plastic moulding
Nickerson Plastic Moulding Supplies (Nickerson PMS) is a leading supplier of plastic moulding equipment and accessories, established in 1992 in Corby. With a team of highly knowledgeable staff, including long-term employees from Nickerson, the company offers unparalleled expertise and a wide range of products, including heaters, temperature control systems, workshop supplies, aerosols, clamps, magnets, and various ancillaries and robotics. Nickerson PMS is committed to providing exceptional customer service and high-quality products.
Nickerson PMS contacted Hiteps to enhance their customer relationship management by implementing Salesforce Sales Cloud. With a strict B2B focus and simplified sales processes, they aimed to improve lead and opportunity tracking while maintaining a streamlined approach. Their primary objective was configuring Salesforce for foundational setup, with potential future expansions for integrating external systems like Sage50, Mailchimp, and Shopify.
What we did
At Hitteps, we analyzed the current situation of Nickerson PMS and examined samples from the database to come up with proposed changes. Here are the improvements we managed to implement:
Basic Configuration
We customized Salesforce for Nickerson PMS by setting up the app to align with their specific business processes. This included creating detailed reports and dashboards for better visibility into sales performance and customer interactions. Tasks and notes were configured to enhance tracking and communication within the team.
Results:
- Enhanced decision-making capabilities through comprehensive, real-time insights into sales and customer data.
- Improved team productivity and accountability with streamlined task and note management.
- Increased operational efficiency by aligning Salesforce functionalities with business processes.
Data Cleansing and Import
We cleaned and standardized data before importing Accounts, Contacts, and Products with Prices into Salesforce. This process resolved previous inconsistencies and established a single source of truth for all business information.
Results:
- Reliable and accurate customer and product data, reducing errors and duplications.
- Improved data integrity, enabling better customer relationship management and sales tracking.
- Simplified data maintenance and updates, ensuring long-term data quality and consistency.
Quote Generation
We implemented automated quote generation using the Salesforce Quote object, enabling the creation of professional PDF quotes. This automation simplified the sales process, reducing manual effort and minimizing errors.
Results:
- Faster quote generation process, reducing turnaround time for sales proposals.
- Consistent and professional presentation of quotes, enhancing the company’s image and customer trust.
- Reduced administrative burden on the sales team, allowing them to focus on high-value activities and customer interactions.
Conclusion
A more efficient company in three simple steps
The collaboration with Hitteps brought several significant benefits to Nickerson PMS. By implementing Salesforce Sales Cloud, Nickerson PMS achieved enhanced decision-making capabilities through comprehensive, real-time insights into sales and customer data. The customization of Salesforce to align with their business processes improved team productivity and accountability, resulting in increased operational efficiency.
Data cleansing and import ensured reliable and accurate customer and product data, significantly improving data integrity and enabling better customer relationship management and sales tracking. The automation of quote generation streamlined the sales process, reducing turnaround time and minimizing errors. This led to faster, more consistent, and professional presentation of quotes, enhancing the company’s image and customer trust.
Overall, these improvements have allowed Nickerson PMS to maintain high-quality customer service and focus on high-value activities, ensuring long-term success and operational excellence.
