Industrial Machinery Company Implements Sales Cloud with
Custom Inventory Solution

Introduction

Revak Keene, a leading turbomachinery remanufacturer and industrial storage company, partnered with Rithom to enhance their customer relationship management capabilities and streamline their inventory, sales, and accounting processes. With over 40 years of industry dominance, the Texas-based company needed a modern solution to replace their spreadsheet-based management system and overcome inefficiencies.

The Challenge

Despite their long-standing industry leadership, Revak Keene faced significant challenges due to their reliance on spreadsheets for managing sales processes. These challenges included:

  • Lack of Visibility into Inventory Tracking: The company struggled to manage inventory effectively, leading to instances of stockouts or overstocking.
  • Difficulty in Sales Alignment: Manual processes hindered sales alignment and caused inefficiencies.
  • Potential Errors: Spreadsheet-based management increased the risk of errors and inefficiencies.
The Solution

Recognizing the importance of technology in optimizing business processes and maintaining competitiveness, Revak Keene collaborated with Rithom to implement a customized Sales Cloud solution. This solution focused on inventory tracking, sales pipeline management, and reporting capabilities.

Key aspects of the solution included:

  • Custom Sales Cloud Implementation: Tailored to meet the unique requirements of the turbomachinery industry, enhancing CRM and sales processes.
  • Comprehensive Data Migration: Ensuring a seamless transition from spreadsheet-based management to the Sales Cloud platform.
  • Custom Inventory Solution: Providing improved visibility and management of inventory.
Results

The implementation of the customized Sales Cloud and inventory solution by Rithom led to significant improvements for Revak Keene:

  • Improved Inventory Tracking: Enhanced visibility into inventory levels resulted in better stock management and reduced instances of stockouts or overstocking.
  • Automated Lead Management: Streamlined processes and centralized data improved lead management efficiency.
  • Enhanced Sales Alignment: Centralized data and streamlined processes facilitated better sales alignment.
  • Effective Pipeline Management: Improved metrics and forecasts enabled better pipeline management.
  • Increased Efficiency and Accuracy: Automation reduced errors and inefficiencies, shortening sales cycles and increasing customer satisfaction.
  • Enhanced KPI Visibility: Reports and dashboards provided greater visibility into key performance indicators (KPIs).
Pipeline Management

The custom Sales Cloud solution enabled Revak Keene to manage their sales pipeline more effectively, ensuring that sales processes were aligned with business objectives and goals. This improved pipeline management contributed to shorter sales cycles and higher customer satisfaction.

“Rithom Consulting proved to be an invaluable partner in guiding us through a seamless and effective implementation process.”

Sales Cloud Implementation

Custom Inventory Solution

Pipeline Management

About Rithom

Established in 2013, Rithom is dedicated to creating, educating, and optimizing IT and marketing solutions to help businesses reach their full potential. We provide value through affordable growth strategies and are committed to sustaining the highest quality standards in technology implementations. Whether serving as an extension of your team or handling all your IT and marketing needs, Rithom is here to support your business's success.

300+
sales cloud implementations
41+
salesforce certifications
45,000+
project hours

Salesforce Certifications

  • Sales Cloud CRM
  • CPQ
  • Service Cloud
  • Field Service
  • Pardot
  • Marketing Cloud

Download this Case Study

Interested in learning more about how Revak Keene transformed its operations with Rithom's Sales Cloud and inventory solution? Download the full case study to get detailed insights into the implementation process, challenges faced, and the remarkable results achieved.

 Download Now

Get Started Today!

Have questions or want to discuss how Rithom can help your business achieve similar success?

Contact us today!