Jitterbit

RXBAR was experiencing rapid growth and needed to make their shipping process more efficient and automated to keep up with demand. The company was relying on manual processes to put shipment bids out to their trucking partners, which often led to delays. Data was not always available to sales and customer service representatives when they needed it most. This hindered internal adoption of the company's new Salesforce CRM system, making it even more difficult to accurately assess and improve the sales and shipping process. RXBAR needed to provide all departments with a 360-degree view of the product across all systems.

SPP Pumps had a completely manual processes to manage and schedule more than 60 field service calls a day for their 30+ field engineers. The invoice generation process took up to 14 days to complete, typically. It involved paper forms; signed and then faxed back to the office. Administrative staff had to manually enter work order information into SAP before an invoice could be generated and sent to the customer for payment. There was no guarantee that what was faxed and entered was accurate or complete.

SPP Pumps had a completely manual process to manage and schedule more than 60 field service calls a day for their 30 field engineers. The mechanism of generating an invoice from the field could take up to 14 days to complete. Service engineers filled out paper forms, signed them, and then faxed the forms back to the head office for each service call. Their administrative staff then had to manually enter work order information into SAP before an invoice could be generated. This manual system of filling out paper forms was time-consuming, resulted in many errors, and created cash flow problems for the company. This paper base system also siloed service engineers from the sales teams and the supply chain hindering communication. Often service engineers would show up to sites without the correct parts or leave without being able to identify to the sales team potential business at the customer sites.