Driving results through efficient business process automation

Business Challenge

The second-largest producer of masterbatches lacked a centralized database for managing inquiries, causing inefficiencies and delays. A unified system was needed to streamline processes and improve customer service.

Merkle Solution

To create a database that helps manage and nurture leads, a centralized system was put in place to improve the process. A page was created for the R&D department to easily develop color recipes. The quotation process was automated, and an interface was built to display reports and cost comparisons. A costing system for masterbatches was set up, and inquiries were made accessible on the go using Salesforce Core.

Impact

  • Streamlined inquiry tracking, quote generation, and marketing monitoring
  • Real-time reporting and 360-degree sales visibility for management
  • Reduced turnaround time and automated processes across departments

Technology

  • Salesforce Core Platform
  • CSS
  • Bootstrap
  • Visualforce 
  • Apex
  • jQuery

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