Case study: Salesforce
How Vertex enabled a global manufacturer to plan 14 years ahead with a single digital solution
Case Study at a Glance
Client
A global aluminum manufacturer serving automotive, aerospace, and other high-demand sectors.
The problem
Lack of a centralized system for long-term forecasting, account planning, and executive reporting, resulting in heavy reliance on spreadsheets.
The solution
Vertex built a unified Salesforce platform integrated with ERP systems to handle 14-year forecasts, quoting workflows, and reporting - with screen flows, dashboards, and Power BI analytics.
The result
The solution enabled 14-year forecasting directly in Salesforce, improved real-time quoting, and eliminated manual work. It boosted cross-functional collaboration and introduced product-level tracking for CO2 and innovation metrics.
The Challenge
Stakeholders across regions required a single digital solution that could support long-term demand forecasting, account planning, and executive reporting—all while eliminating dependency on spreadsheets.
Their goals included:
Our Approach
We implemented a comprehensive Salesforce Sales Cloud solution, tailored to manage complex planning and forecasting needs while being scalable across business units.
Key highlights of our approach:
- Used Sales Cloud Enterprise with standard and custom objects
- Built customer-specific and technology roadmaps
- Integrated real-time actuals from ERPs using Mulesoft
- Eliminated Excel-based tracking and enabled presentation-ready insights via Salesforce
- Created a framework to extend the solution across other value streams
What We Delivered
- Unified platform for forecasting, account planning, quoting, and reporting
- Seamless integration with ERP systems for real-time comparison of forecast vs actual
- Visual dashboards and flows to support executive reviews and monthly reporting
- CO2 emissions and innovation metrics tracked directly in Salesforce
- Established a Salesforce Center of Excellence (CoE) for governance and adoption
Business Impact
Technical Highlights
- Mulesoft for ERP integration across parts, orders, and shipments
- Screen Flows to simplify complex forecasting and quoting logic
- Power BI Query Builder connected directly to Salesforce for deep-dive analytics
- Salesforce CoE for training, governance, and change management
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