The sales process is the lifeblood of any manufacturing organization – and yet, despite its importance, it remains a source of frustration for many organizations. Blue sheets, log books, cumbersome spreadsheets; these hallmarks of a manual sales process bring with them headaches, siloed processes, and often missed opportunities.

Faced with trying to overhaul their sales process, PTR Group turned to Salesforce. In this episode of Transformation @ Work, find out how Gerent was able to help PTR group achieve this goal, unlocking valuable new cross-selling opportunities along the way.

Key Takeaways01:30: How PTR Group’s manual sales process impacted collaboration and cross-selling opportunities04:57: How Gerent worked to overcome PTR Group’s hesitance in learning new technology, and helped them embrace Salesforce06:45: Choosing the right Salesforce administrator, and why that is an essential step in the implementation process08:40: The importance of relationship building: How Gerent and PTR group worked together to build a better sales process11:27: Unlocking greater visibility and cross-collaboration with Salesforce Sales Cloud14:50: The impact that Sales Cloud has had on PTR group’s sales process and ability to cross-sell to existing customers

Guest BiosPhilip Moroco, Chief Commercial Officer, PTR GroupPhilip brings over 19 years of experience to his current role as Chief Commercial Officer for PTR Group, a manufacturer of metal and plastic components that create sub assemblies for OEMs and suppliers across a range of industries.

Roger Yeager, Supply Chain Manager, PTR GroupRoger has acted as Supply Chain Manager for American Cap, a subsidiary of PTR Group, for over 23 years. In addition to his current role, he acts as Salesforce administrator for PTR Group, and worked alongside Gerent throughout the implementation process.

Zohaib Noorani, Senior Solution Consultant, GerentIn his current role as Senior Solution Consultant, Zohaib combines over a decade of manufacturing experience with four years spent in the Salesforce ecosystem to help clients solve complex business problems using agile & hybrid methodologies.

Indubala Kachhawa, Project Manager, GerentPrior to joining Gerent, Indubala has worked in the technology and consulting space for over 15 years. That extensive experience provides her with valuable insights in how clients can build better processes and digital workflows through technology.