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SRW Products Price Sheets
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Solving IT Edge built a custom generated Price Sheet Document utilizing a native ERP (Rootstock), Salesforce, and FormStack. 

CLIENT NAME
SRW Products
INDUSTRY
Manufacturing
PROJECT LENGTH
3-4 Months
TEAM SIZE
3
TECHNOLOGIES
technology
technology
technology
SRW Products is a family owned and operated business with 30 years of experience and leadership in hardscape and concrete products. We have earned a solid reputation for providing exceptional quality products and outstanding customer service. Our dealer-based company continues to grow with the commitment of our team as we remain both innovative and comprehensive in our product base.
Why Now
Rootstock was implemented over a 2 year time frame, thus allowing the ability to capture the data model necessary for storing Price Sheets natively to Salesforce.
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The Project

Our hardscape manufacturing client, SRW Products, was facing a time-consuming problem year over year. Every customer is offered a unique pricing structure annually, based on volume and group based discounts. This meant spending 100+ hours manually generating Excel spreadsheets outlining pricing per customer for a catalog of over 1,300 products. Not only was this costly from a time and resource perspective, but it also meant that customer pricing was not easily accessible to the Sales team.

With the introduction of Rootstock, a Salesforce native ERP solution, we were able to capture the framework and data model for storing price sheets directly in Salesforce. Using a combination of the data model, custom development, and Formstack, we are now able to generate multiple versions of price sheets with a click of a button.

As a result, both the Sales and Operations team are saving 70+ hours annually. This time is now dedicated to high-value and revenue-producing activities.

 

The Moment of Trust
Solving IT has had a long-standing relationship with SRW, primarily focused on Sales Cloud and Pardot enhancements, strategic projects, and maintenance. The pain around price sheets had long been a topic of conversation. After the implementation of Rootstock, Solving IT invested our own time to gain a deeper understanding of the data model and overall functionality to best understand how it could be leveraged for cost savings, time savings, up-sell/cross-sell, etc. Once the solution approach was determined, we also became a certified Formstack Partner. Through this collaborative approach, coupled with a clear and easy to understand explanation of the solution + ongoing gathering of feedback, we were able to gain validation and establish the trust needed to proceed with the project. Finally, we made sure to provide excellent customer support and follow-up after the solution was implemented.
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The Eureka Moment
Much of the hesitation around this project stemmed from the complexity of the Rootstock data model. There were unknowns around how it would be leveraged to capture price sheets in a way that would not have adverse impacts to other process(es), such as Sales Orders, Invoicing, etc. After walking through the end-to-end process in granular detail, we mapped out every aspect of the logic that would be needed in order to generate the document. A substantial amount of time up-front was spent gathering requirements in order to put together a matrix mapping out each product to the different mechanisms for capturing a specific customer's special pricing and the logic for calculating price in the document. It was in this moment that we realized the art of the possible could become reality. In walking the client through the mapping and document logic, we received confirmation that the requirements had been correctly understood and captured to fully validate our solution.
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TEAM
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Megan Winterland
Director
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Liza Lemkuil
Senior Consultant
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Austin Pappas
Business Analyst
Story By Brightr
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