Case Study: Daikin McQuay achieves data-driven sales forecasting and reporting with Softsquare

Daikin McQuay streamlines 20-min sales forecasting and reporting with Softsquare

Daikin McQuay, a global leader in air conditioning and refrigeration systems, faced a challenge in generating combined reports from their Salesforce CRM and ERP systems. They needed a solution to create accurate sales forecasts and performance reports to set targets and measure results across various dimensions like user, region, and product group. The vendor Softsquare was engaged to address this data integration and reporting need.

Softsquare built a custom solution using complex Visualforce pages to pull data from the ERP system into Salesforce at specific intervals. This enabled the creation of detailed forecast and actual sales reports where users could filter data, drill down into records, and download summaries. The implementation streamlined Daikin's sales reporting process, providing valuable data-driven insights, improving report accuracy, and allowing for effective target setting and performance measurement across complex multi-level manager hierarchies.

Daikin McQuay