About the Client
The client, a medical manufacturing company, was facing operational delays, manual workflows, and disconnected systems that affected both efficiency and customer satisfaction.
They partnered with RT Dynamic to implement a Salesforce-driven solution that automated key business workflows, integrated production systems, and introduced AI-powered insights for smarter decision-making.
Challenge
Before the CRM transformation, the client’s production and customer management processes were largely manual and fragmented, resulting in inefficiencies across operations.
Key pain points included:
- Manual Order Tracking: Orders and logistics were tracked through spreadsheets and manual entries, often leading to delays.
- Disconnected Systems: No real-time link between CRM and production workflows, creating data silos.
- Lack of Monitoring: Absence of automated tracking caused rework, slowdowns, and missed deadlines.
- Revenue Visibility Issues: Limited insight into profitability, costs, and performance metrics.
These challenges made it difficult for the business to scale efficiently or deliver a consistent customer experience.
Solution
RT Dynamic developed and deployed a Salesforce-powered manufacturing solution that connected production, operations, and customer service into a unified ecosystem.
Key Components:
- Customer Portal: Built a digital self-service portal enabling customers to submit cases and track production progress in real time.
- CRM Integration: Connected Salesforce with the client’s production management system for synchronized data flow.
- Workflow Automation: Automated order processing from design to dispatch, minimizing manual intervention.
- AI-Powered Insights: Deployed predictive analytics for demand forecasting, production optimization, and revenue tracking.
By unifying systems through Salesforce, the client gained end-to-end visibility and control over operations from order initiation to delivery.
Impact
- 50% faster production cycles: automation reduced delays and manual touchpoints.
- 35% improvement in order processing speed: streamlined submissions and status tracking.
- Enhanced customer experience: digital portal ensured transparency and proactive communication.
- Scalable growth potential: CRM foundation supports expansion into new regions and product lines.
Results
With RT Dynamic’s Salesforce integration, the client successfully:
- Transitioned from manual to automated workflows
- Unified production and CRM data in one system
- Achieved real-time operational visibility
- Strengthened customer engagement through transparency
- Improved forecasting and revenue tracking using AI insights
The result is a connected, data-driven manufacturing ecosystem that enables faster decisions, higher productivity, and better scalability in a competitive market.
Reimagine manufacturing operations with Salesforce.
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