Client
Daikin is a global leader in air conditioning and refrigeration systems. Daikin offers a wide range of air conditioning solutions for both residential and commercial use. Their products include air conditioners, air purifiers, chillers, and refrigeration systems. Daikin is committed to sustainability and reducing its environmental impact through their products and operations.
Business Objectives
Daikin was using Salesforce.com for their CRM needs and ERP system to track sales, delivery status, and budget processes. However, they needed a way to generate reports that combined data from both systems. They wanted a solution that could help them generate forecast and actual sale reports, which would help them to set targets and measure performance by various factors such as user, manager, country, region, product group, and business process.
Solutions
Softsquare built several complex Visualforce pages that were able to pull data from Daikin’s ERP system and populate it in multiple custom objects at specific time intervals. ERP data was then summarized based on user, manager, country, region, and business process. The forecast report was used to analyze the next month’s sales pipeline and set targets. Users could filter data by various conditions and summarize results in multiple options. Users could drill down into individual records by clicking on aggregated numbers, and sales targets could be set by user, manager, country, region, product group, and business process. Managers could freeze the report by manager level and company level. Sales rep users’ data were consolidated when the report was summarized by managers. Softsquare also handled multi-level manager hierarchies, and the report could be aggregated by amount or quantity. Users could download summary and detail reports in Excel format.
The ER report was used to measure the current month’s sales performance by user, manager, product group, country, region, and customer. Data could be filtered by various conditions and summarized in multiple options. Performance calculations were done on a weekly breakdown, and users could drill down into individual records by clicking on aggregated numbers. Sales rep users’ data were consolidated when the report was summarized by managers. Softsquare also handled multi-level manager hierarchies, and the report could be aggregated by amount or quantity. Users could download summary and detail reports in Excel format.
Result
Softsquare’s solution allowed Daikin to generate forecast and actual sale reports that combined data from both their CRM and ERP systems. The reports helped Daikin to better analyze their sales pipeline and performance by various factors such as user, manager, country, region, product group, and business process. With Softsquare’s solution, Daikin was able to set targets and measure performance more effectively. The ability to drill down into individual records and consolidate data from sales reps improved the accuracy of the reports. Additionally, Softsquare’s solution allowed Daikin to handle complex multi-level manager hierarchies, which was crucial for their reporting needs. Overall, Softsquare’s solution streamlined Daikin’s sales reporting process and provided them with valuable insights to make data-driven decisions.
