Flow Control Group
ERP Integration support for multiple brands
Client Overview
Flow Control Group is a leading distributor of products and solutions provider for flow control, fluid handling and process & industrial automation sectors. Headquartered in Charlotte, North Carolina, they’re present in over 170 locations in the United States and Canada, offering over 85 unique brands to their customers.
Flow Control Group has worked with DCKAP for multiple integration projects, detailed below.
CB Pacific
Challenge
The CB Pacific Sales department had the opportunity to upgrade their CRM and Sales operations by acquiring a Salesforce platform in 2021. The DCKAP Team was chosen to integrate their brand new CRM as a working integration partner for the Flow Control Group umbrella of brands.
How DCKAP Integrator Helps
DCKAP Integrator has provided comprehensive integration solutions to automate their customer base data, the quotes and orders frequently placed by other distributors. In addition, with the CB Pacific Team being dedicated to manufacturing and supplying manufactured parts, the integration automates the sales opportunities related to their manufactured parts as well.
Integration Pipelines
In batch updates:
- Customer Accounts P21 -> Salesforce
- Quotes 2 Opportunities P21 -> Salesforce
- Orders 2 Opportunities P21 -> Salesforce
- Invoices P21 -> Salesforce
- MRO Quotes P21 -> Salesforce
- MRO Orders P21 -> Salesforce
- MRO Invoices P21 -> Salesforce
Business Impact
Having the DCKAP Integrator automate all updates into the CRM helped the sales team at CB Pacific focus on their engagement with external sales partners. They were able to more effectively track commission fees and the average conversion rate of the opportunities tracked and followed within the CRM.
Toyota Motor Manufacturing Indiana (TMMI)
Challenge
Similar to the CB Pacific brand under FCG, the TMMI division had a similar problem statement, having acquired a new CRM platform and needing it to be integrated for their ongoing sales operations to distributors.
How DCKAP Integrator Helps
DCKAP Integrator has provided comprehensive integration solutions to automate their customer base data, the quotes and orders frequently placed by other distributors.
Integration Pipelines
In batch updates:
- Customer Accounts P21 -> Salesforce
- Quotes 2 Opportunities P21 -> Salesforce
- Orders 2 Opportunities P21 -> Salesforce
- Invoices P21 -> Salesforce
Business Impact
- Having the DCKAP Integrator automate all updates into the CRM helped the sales team at TMMI focus on their engagement with external sales partners to effectively track commission fees and the average conversion rate of the opportunities tracked and followed within the CRM.
- Additionally, the DCKAP Integrator is able to manage the broader catalog of Products offered to the TMMI clientele.
