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Inforte Creates Enterprise CRM Solution To Enhance Sales Processes And Drive Product Development For Plastic And Fiber Manufacturer

Company Background

Our client, headquartered in Midland, Michigan, is widely recognized as a world leader in silicon-based materials technology and has pioneered the development of silicones for commercial applications.

Today, this plastic and fiber manufacturer is expanding the boundaries of its technology, building on its expertise in silicone to tap the commercial potential of a much broader array of silicon-based materials. The company's research efforts are aimed at developing new products that exploit the technology of silicon-based chemistry to help its customers succeed in the marketplace.

Business Issue

Over the years, this plastic and fiber manufacturer has implemented business solutions that have helped manage product development, sales leads, opportunities and customer service requests. The Company has also adopted a straightforward approach to product development - as it works with customers to understand their needs and then implements targeted solutions to meet them. As a result, information from service requests is often used for potential product development and marketing opportunities. Our client constantly looks for ways to incorporate customer feedback into the development of new products to address needs within existing and new markets in order to help customers succeed in the marketplace.

In order to address customer desires and objectives and meet customer relationship management (CRM) objectives as defined above, our client had implemented a Microsoft Outlook-based CRM application to provide core sales force automation (SFA) functionality and to build best practices for the sales force, while leveraging a nonlicensed solution.

In addition to providing core sales functionality, however, the plastic and fiber manufacturer needed a solution that provided a comprehensive picture of customer relationships across multiple division and data repositories. To this end, the Company wanted to implement a more advanced CRM solution to coincide with the implementation of new sales practices and changes in business processes across divisions. The Company was also looking for a CRM solution that would integrate with its SAP-based Customer Interaction Center and back-office implementation of SAP R/3.

Inforte's Solution

Our client selected the Oracle-Siebel Sales 7 application software to replace the Outlook-based SFA solution. This solution would enable the Company to migrate to an enterprise system that better addressed scalability of usage and performance improvements. In selecting an implementation partner, our client narrowed its list of potential integrators to three, and eventually chose Inforte, an experienced Oracle- Siebel partner with over 100 successful implementation projects.

Inforte partnered with the plastic and fiber manufacturer to validate detailed functional requirements, design and implement the Oracle- Siebel Sales application software, integrate the new CRM solution with legacy SAP applications (R/3 and CRM) and rollout the application to 1200 global users across the sales, technical service, customer service and marketing groups. Leveraging Inforte's methodology, the solution was efficiently delivered in 13 weeks - including a three-week user design phase and a 10-week design, development and implementation phase.

Inforte and the Company defined a phased approach to address various business and technical challenges. The main objectives of the initial 13-week Phase One project were to rapidly deliver CRM business benefits, replace the legacy Outlook-based application and implement a scalable, enterprise system. Next, the Oracle-Siebel CRM platform needed to provide the foundation for subsequent phased rollouts regarding service and marketing initiatives. For example, future functionality - leveraging service request management - will include integration to customer support resource scheduling (availability, work hours, etc.) for resource planning and assignments. Also, the Company outsourced outbound e-mail campaigns; Oracle- Siebel Marketing, configured on the sales CRM platform, will bring this functionality in-house.

The two primary challenges facing the implementation team were the SAP integration component and change management. Regarding the SAP integration, the Inforte team worked closely with the Company, Oracle-Siebel and SAP resources to design the integration approach using Oracle-Siebel's SAP connector. The connector was used primarily for SAP R/3 integration, and was further configured by the joint team to provide integration to SAP CRM.

Our client recognized early in the project that change would be a risk, and that communication and training needed to be planned accordingly. The leadership team, which included Inforte and the Company's project management and Steering Committee, defined a communication plan to inform users of status, issues and the implementation timeline during the first phase. Additionally, our client defined focus groups and identified power users to assist with communication, acceptance testing, training development and delivery.

"From my perspective, we were able to complete our CRM initiative in an aggressive timeframe due to our solid and trustworthy relationship with Inforte. Inforte showed a real desire to help make our company successful, not only by implementing a software solution, but by a genuine drive to understand our business, flexible attitude in making staffing decisions and follow through. You look for someone you trust in a partner, and Inforte always lived up to its promises." - eBusiness Specialist

Business Benefits Delivered

Our client has launched a strategic initiative to build an enterprise CRM platform to support its sales processes and drive product and market development opportunities. The Oracle-Siebel 7 CRM project is a key platform component of this initiative. The primary business benefits include:

  • Customer management and segmentation according to market classifications.
  • Contact management in a global, enterprise-wide manner to provide both commercial contacts and marketers with precise, shared information that will assist them in building relationships.
  • Opportunity and lead management segmented by "product," "service" and "input" to product marketing and development functions.
  • Revenue data and forecasting used to calculate and track various metrics including estimated annual sales and estimated sales volume.
  • Integration to the Customer Interaction Center (CIC) module of SAP CRM to provide call center representatives visibility into customer activities.
  • Customer activities managed within CRM to coordinate sales and service efforts toward customers.
"One other area of concern for us was the complex integration with our existing SAP environment. We planned to use Oracle-Siebel's SAP connector, but knew that it was not designed for a specific type of SAP software we currently use and might make the integration more difficult. Inforte was able to quickly get up to speed on our systems and configure the integration required to make the project a success. The combined team performed well, both individually and as a team." - eBusiness Specialist

Words of Advice

Global trends in the chemical industry have recently included a rash of mergers and consolidations to implement cost-cutting moves and address increased competition. Additionally, companies are striving to introduce new and existing products into new and existing markets. CRM processes and technology solutions that effectively manage information around delivery of leads and opportunities to not only the sales teams but also to back-office operations, product marketing and customer service teams become critical tools in sustaining competitive advantage. Our client believes the Oracle-Siebel/Inforte enterprise CRM solution will provide its employees with critical customer, sales and product information on a worldwide basis.

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