Pioneer 的 CRM 和 ERP 现在可在一个云平台上更顺畅地运行
公司规模
Mid-size Company
地区
- America
国家
- United States
产品
- Rootstock Cloud ERP
- Salesforce CRM
- FinancialForce
- Box.com
技术栈
- Cloud Computing
- Salesforce Platform
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Customer Satisfaction
- Digital Expertise
技术
- 平台即服务 (PaaS) - 应用开发平台
- 平台即服务 (PaaS) - 数据管理平台
适用功能
- 离散制造
- 销售与市场营销
用例
- 自动化制造系统
- 预测性维护
服务
- 云规划/设计/实施服务
- 软件设计与工程服务
关于客户
Pioneer Motor Bearing Co. 是一家由第四代家族经营的企业，提供交钥匙设计和升级服务，擅长快速响应、紧急维修油膜轴承，产品范围从最新的美国海军舰艇到核蒸汽涡轮机。该公司的客户包括通用电气、西门子、西屋电气、东芝、三菱日立等领先的原始设备制造商。Pioneer 还为美国大多数公共和私营电力公司提供服务，例如杜克能源、太平洋天然气和电力公司、南方电力公司、洛杉矶水电局、佐治亚电力公司和 TVA。
挑战
Pioneer Motor Bearing 是一家家族企业，100 年来一直致力于为发电和工业市场维修、制造和设计油膜轴承，该公司一直在努力寻找内部部署 ERP 解决方案。该系统无法提供客户的 360 度视图，而这对于改善客户关系和快速访问相关信息至关重要。该公司正在寻找一种简化的订单处理系统，可以无缝地从 RFQ 过渡到报价再到销售订单。但是，他们的内部部署 ERP 系统要求他们重新输入所有相同的产品信息。估算是 Pioneer 车间环境中的一个关键过程，但仍然需要大量的手动流程，并且无法在一个地方捕获历史客户信息。报告是另一个问题。该公司意识到，仅仅为了保持其内部部署 ERP 系统处于活动状态，就需要进行大量的实施工作并中断其业务。
解决方案
Pioneer 决定将其业务系统迁移到云端，特别是 Salesforce 平台。他们之所以选择 Rootstock Cloud ERP，是因为它与 Salesforce 兼容，并且能够支持他们的业务。Rootstock 能够处理每一种制造模式和操作环境，尤其是车间的需求，这对 Pioneer 来说尤其有吸引力。该公司还欣赏 Rootstock 易于定制的特点。自 2015 年实施 Rootstock Cloud ERP 以来，Pioneer 一直在使用其许多模块，包括销售订单、销售订单履行、销售订单开票、工单、工单操作、工作中心、劳动力预订、车间调度、采购订单、信用备忘录和库存管理。该公司还使用 Rootstock 工程和项目控制。Pioneer 还根据自己的特定需求构建了自己的应用程序，例如劳动力预订应用程序、质量管理应用程序和估算引擎。
运营影响
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