Smartbridge completed an assessment of the current systems and processes. The results were a staggering list of widespread impacts across sales, management, billing, warehouse, operations, and the customer, as you can see above.
Smartbridge then defined a roadmap with 30 opportunities for modernization by leveraging Salesforce and Robotic Process Automation (RPA)-based solutions. The construction side of the business was already using Salesforce, so a Salesforce-based solution to streamline the rest of the business made the best sense for the customer.
It was determined that the solution would be deployed in three phases, the first one focusing on the sales order process and rental order intake.