Case Study: CBTS Technology Solutions achieves greater visibility and efficiency with Certinia

CBTS Technology Solutions connects what matters with Certinia on Salesforce

CBTS Technology Solutions, a provider of technology solutions, faced challenges with growth due to disjointed processes from its legacy supply chain and financial software. These systems lacked flexibility, reporting capabilities, and integration with Salesforce, which hampered operations and sales forecasting. To overcome this, CBTS implemented Certinia's Professional Services Cloud along with Order, Procurement, and Inventory solutions.

By implementing Certinia, CBTS gained real-time visibility and standardized processes across nearly every department. The solution led to faster time and expense reporting for its 4,000 users and enabled its sales team to generate quotes and forecasts more quickly. Certinia provided the company with a competitive edge through cleaner data, better reporting, and more efficient customer service, which helped to drive repeat business.

CBTS

Daniel Menkins

Salesforce Supply Chain Product Owner