Monday, August 10, 2015
SMA www.salesforce.com Configurator Program
The following video explains how Sumitomo Machinery Corporation of America uses salesforce.com to upload customer contact information and quotations into their company wide database. This program allows district sales managers for the company to monitor their opportunities while creating additional accounts and quotes for new customers. Since salesforce.com is in the "cloud," it is easily accessible for a multitude of departments including customer service, operations, material planning, engineering, technical and executive management.
Each opportunity allows for a configurator quotation to be build, edited and released to distribution. The quotation includes a drawing and technical specifications. This documentation allows either an OEM or distributor to provide a professional presentation to the end user with specific visuals. CAD drawings including STP/IPE 2000/3000 are also available so they can be directly dropped into an engineering file.
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