Swagelok partners with Kliqxe to standardized business processes and improve efficiency
- charlessigmon
- Apr 9, 2024
- 1 min read
Updated: Feb 28
ABOUT SWAGELOKSwagelok produces fluid system, solutions and engineering products. Their products are widely used in the chemical, oil & gas, and power industries. Working specifically with Swagelok London, the local distribution partner. |  |
🇬🇧 United Kingdom
CHALLENGE
Swagelok London, the local distributor of Swagelok products in the UK and other emerging markets lack visibility of the sales operation, as total sales was manually calculated. There was an overlap of information in the customer service department where two agents can be working on one case, since there wasn’t a proper process and structure in handling customer support.
SOLUTION
With the help of Sales Cloud, sales operations process was streamlined with the Lead to Cash Process Management. Using the Service Cloud, email-to-case functionality is used for case management, where each customer that email Swagelok will either create a new case or is added to an existing case. Additionally, the user interface was improved with a custom UI which shows all the relevant information on one neat and clean screen to the user.
Profile of the engagement
| Salesforce
| Integrated to
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HQ in the USA, live in 2023!
Reach out to Keith Cochrane today to learn more about Kliqxe and how we can help you with your next Manufacturing deal!
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