Client's Testimonial

"Developers.dev's team delivered what others said was too complex. They built a rock-solid integration between our legacy Oracle ERP and a modernized Salesforce Lightning platform. Our sales team can now configure and price complex machinery directly in Salesforce, with real-time data from our factory floor. The custom mobile app they built for our field technicians has been a game-changer for our service business. Their technical expertise is top-notch."

Chief Operating Officer

Client Overview

The client is a leading manufacturer of industrial equipment based in the US Midwest, with a global distribution network and over $1 billion in annual revenue. Their business relies on a complex B2B sales process involving regional sales teams, independent distributors, and a large field service division. They were running their business on an aging, on-premise Oracle ERP system and a basic, underutilized version of Salesforce Classic. The disconnect between sales and operations was causing major friction in the sales cycle and service delivery.

Problem

The sales team had no visibility into real-time inventory, production schedules, or accurate pricing, which were all locked away in the Oracle ERP. This meant every quote required a series of emails and phone calls to the operations team, delaying the process by days. Furthermore, their 500+ field service technicians were using paper-based processes, leading to inefficient scheduling, inaccurate service reports, and delayed invoicing.

Key Challenges

Data Silos

A complete disconnect between the front-office (Salesforce) and back-office (Oracle ERP) systems.

Inefficient Sales Process

The quoting process was slow and manual, hurting their ability to compete effectively.

Poor Field Service Productivity

Paper-based workflows for service technicians were slow, error-prone, and provided no real-time visibility.

Outdated Technology

Their Salesforce Classic instance lacked the modern features needed to support a mobile and data-driven workforce.

Our Solution

Developers.dev was tasked with a three-part project: migrating to Salesforce Lightning, integrating Salesforce with Oracle ERP, and building a custom mobile app for field service. We deployed a multi-disciplinary POD including a Salesforce Architect, MuleSoft developers, and Salesforce mobile developers.

✨ Lightning Migration

We executed a full migration from Salesforce Classic to Lightning, redesigning page layouts and training users to maximize adoption of the modern interface.

🔗 MuleSoft Integration

We used MuleSoft as the integration platform to build a series of robust, real-time APIs connecting Salesforce with the on-premise Oracle ERP. This synchronized product, pricing, inventory, and order data.

📱 Custom Field Service Mobile App

We developed a custom mobile app on the Salesforce Platform that allowed technicians to receive work orders, view customer history, log parts used, capture customer signatures, and generate service reports offline.

⚙️ Sales Process Automation

We automated the quote generation process within Sales Cloud, allowing sales reps to configure products and get real-time pricing and availability data directly from the ERP.

Implementation and Execution

Hybrid Integration Strategy

We used a combination of real-time and batch integrations in MuleSoft to ensure high performance without overwhelming the legacy ERP system.

Offline-First Mobile Design

The mobile app was architected to be fully functional offline, syncing data automatically once a connection was available, which was critical for technicians in remote locations.

Agile for Mobile

The mobile app was developed in sprints with direct feedback from a pilot group of field technicians to ensure high usability.

Data Governance

We established clear data governance rules to define which system was the "master" for each data object, preventing data conflicts.

Change Management

We worked closely with the client's internal champions in sales and service to drive excitement and adoption for the new tools.

Staged Go-Live

The Lightning migration went live first, followed by the ERP integration, and finally the mobile app, minimizing disruption to the business.

Positive Outcome

⏱️ 90% Reduction in Quoting Time

Sales reps could now generate accurate, complex quotes in minutes instead of days.

📈 35% Increase in Technician Productivity

The mobile app eliminated paperwork and automated reporting, allowing technicians to complete more jobs per week.

💰 25% Faster Invoicing Cycle

Service reports were submitted in real-time, allowing the finance team to invoice for service work weeks faster than before.

🤝 Unified View of the Customer

Both sales and service teams now operate from a single source of truth in Salesforce, improving collaboration and customer experience.

Positive Outcome of Salesforce-ERP Integration

Why Choose Us

🧠 Deep Integration Expertise

We specialize in complex integrations, especially with legacy ERP systems like Oracle.

📱 Custom Mobile Development

We have the capability to build sophisticated, offline-capable mobile apps on the Salesforce platform.

🏭 Manufacturing Domain Knowledge

We understand the specific challenges of B2B manufacturing sales and field service.

✅ End-to-End Solution

We managed the entire project from modernization and integration to custom app development.

🏅 CMMI 5 Process

Our disciplined process was key to managing the complexity of the multi-part project.

The client owns the code for the custom mobile app and all integration logic.

🏗️ Scalable Architecture

The MuleSoft API layer was designed to easily connect to other systems in the future.

👍 User Adoption Focus

We ensured the solutions were not only technically sound but also highly usable for the end-users.

👥 In-house Cross-Functional Team

The project's success depended on the tight collaboration of our Salesforce, MuleSoft, and mobile experts.

Conclusion

By bridging the critical gap between their sales and operations, Developers.dev empowered the manufacturing client to dramatically increase the speed and efficiency of their business. The integrated Salesforce platform and custom mobile app provided them with a modern, scalable foundation to improve customer satisfaction and drive revenue growth.

Custom Salesforce-ERP Integration and Mobile App for a Leader in Industrial Manufacturing

Industry Manufacturing