Client: Sentec
TECHNOLOGY
- Salesforce Sales Cloud
- MuleSoft Composer
QUOTES
“CloudMasonry is a valuable resource for our company as we have worked with them for nearly 3 years. The CM team takes the time to understand our business needs and applies those needs to valuable solutions when we propose new projects or look to enhance areas of Salesforce. With their help, Salesforce has become the most valuable tool for our sales organization.”
BRENDON JENNINGS | Sales Operations and Finance Manager | Sentec
ABOUT CLIENT
Sentec designs and manufactures non-invasive respiratory monitoring systems, including transcutaneous monitoring and electrical impedance tomography devices, used primarily in critical care environments such as neonatal intensive care units.
NEED
Sentec needed to migrate from Microsoft Dynamics to Salesforce Sales Cloud to improve sales processes, streamline order management, and get better visibility into customer interactions. The migration also had to connect Salesforce to their existing NetSuite system, automate asset management, and support the sales team through the transition rather than leaving them to adapt after the fact.
APPROACH
CloudMasonry migrated Sentec’s data from Microsoft Dynamics into Salesforce, then built out the sales capability the business had been missing rather than replicating what it had.
- Migrated data from third-party Microsoft Dynamics into Salesforce Sales Cloud.
- Implemented Account Teams, executive forecasting tools, and native quoting functionality.
- Used MuleSoft Composer to integrate Salesforce with third-party NetSuite for automated order syncing and reporting.
- Automated install base updates to remove manual asset management effort.
- Closed the engagement with a dedicated support package covering Patient Monitoring rep onboarding and future enhancements.
OUTCOME
Sentec’s sales team now runs on Salesforce Sales Cloud after migrating off Microsoft Dynamics, with a single platform for managing its sales processes. Order management and reporting flow through a NetSuite integration, so information stays consistent across systems, and automated asset management has cut the manual effort and errors the team dealt with before. Reps work with streamlined quoting and approval processes, and install base updates happen automatically rather than by hand, giving the sales organisation a tool it relies on day to day.
- A single Sales Cloud platform, migrated cleanly off Microsoft Dynamics.
- Consistent order management and reporting through a NetSuite integration.
- Automated asset management and install base updates replacing manual effort.
- Streamlined quoting and approval processes for the sales team.
