US-based aerospace parts manufacturer
We engaged in a 6-month project completely revamping the existing SF CRM system. The CloudSpectrum team:
- Migrated the system from Classic to Lightening
- Built a custom reporting tool within SFDC so that reports can easily be exported to predefined excel and power point templates
- Built Lightening Web Components within the Opportunity object to track part numbers
- Connecting all manufacturing sites together in Salesforce using Opportunities and Quote Line Items from Qualification to Closed Stages
- Part financial and quantity data are rolled upwards and downwards for reporting purposes as well to select the most competitive site to manufacture the parts
- Created a complex data import tool within Salesforce for a user to copy and paste data from a CSV