Client Overview

Location: Fargo, ND, USA

Employees: 500 - 1,000

Industry: Aviation Equipment

Solution: Sales Cloud, Service Cloud

Go-Live Dates: On going

Appareo is a subsidiary company of AGCO and is a product development and technology company based in Fargo, North Dakota that specializes in software and hardware for industrial and commercial electronics focused in the aviation space. We research, develop, design, and manufacture tangible technology that utilizes AI, mechatronics, and innovative electronics designed to deliver exceptional customer value for avionics technology.

Challenge

Sales and Service data managed in separate Salesforce instances due to past company divisions, with stricter data management needed for Aviation

Inconsistent data governance not aligned with other master data systems
Ongoing errors in data integration
Need for enhanced Field Service functionality
Insufficient tracking of Cases
Salesforce Mobile app usability issues
Widespread use of Salesforce Classic despite its limitations

Solution

Migrated significant Salesforce users and data between instances

Configured key Field Service functionality for quicker case resolution
Resolved Vonage and Salesforce integration issues, automating call data handling
Implemented Case Products for precise product issue tracking
Optimized Opportunities to eliminate data redundancy
Redesigned mobile layouts for improved app usability
Enhanced Lightning Experience apps and migrated users
Developed reports and dashboards for comprehensive data analysis

Result

Unified sales processes based on product lines, improving business division clarity

Due to the implementation of key Field Service functionality, travel was reduced travel for cases by 10%, saving time and costs
Simplified Vonage data management post-integration fix
Expanded sales reporting capabilities, enabling accurate data sharing with AGCO
Enhanced Salesforce data accuracy through unified data management practices