Since 2018, Mitsubishi Electric Trane HVAC US LLC (METUS) has been a leading provider of ductless and VRF systems in the United States and Latin America. But how can this joint-ventured company, which initially relied on manual inventory and workflow management, manage valuable contractors and customers in the modern era? 

Let’s examine the strategies Simplus has used during our ongoing, multi-year engagement with METUS to transform their sales cycle with CPQ, a Salesforce Lightning migration, partner portal development, a Service Cloud implementation, and a Marketing Cloud implementation. 

Here are some highlights of this case study:

The Challenges

Before their transformation, METUS managed their orders and inventory with emails, fax, phone calls, texts, and an occasional stray napkin in the warehouse. Overall, METUS lacked an efficient single source of truth. For instance, discounts weren’t tracked, quotes were inconsistent, inventory and supply chains weren’t reliable. 

METUS asked Simplus for guidance in transforming its inventory, sales, and contractor management. Simplus and METUS worked together to move strategies away from sources of tribal methodology and provide ideal strategies for new technology adoption. 

The Simplus Solution

Simplus focused on a batch of solutions, including:

—More organized data

—Better internal cohesion

—Increased customer loyalty

—Improved revenue recognition processes

As METUS’ long-standing transformation partner, Simplus worked with the leader in HVAC technology to implement Service Cloud, Pardot Community Cloud, CPQ, and other applications to create a comprehensive partner portal for improved contract management. With these implementations, METUS now offers a repository of knowledge articles, product information, warranty management, and other self-service capabilities, like viewing order status. 

METUS’ dedication to optimizing the customer experience is ongoing, most recently seen through their Marketing Cloud implementation. METUS now has a 360-degree view of customer data, lead management, and distributor engagement to better manage the buyer’s journey.  

Do you find yourself facing some of the same challenges as Mitsubishi Electric? Reach out to the Simplus team today. We have a breadth and depth of knowledge across the industry and all Salesforce products to help you take your manufacturing business to the next level. But don’t take it from us… “Speaking for the entire Mitsubishi Electric project team, I can’t imagine how much more challenging it would have been for us without Simplus’ contribution,” says Chris Osment, VP of Administration. “The team at Simplus understands our Channel Business.”

To read more about the METUS digital transformation, click here.