Challenge: Managing built-to-order complex direct and dealer sales, including performance-based dealer rebates, for multiple custom products requiring smoother quoting, fulfillment, and seasonal installation/de-installation processes.

Solution: Designed Sales Cloud, Service Cloud, Field Service, and Experience Cloud. Built custom product objects with tailored related lists and forecasting by product, region, and quarter. Integrated Google Maps for 14 service zones and Google Photos for site documentation.

Result: Improved product management and more efficient field delivery planning and execution.

Visit Bulmann Dock & Lift Website: https://bulmanndock.com/