Sales Management and CRM Tools
Singer Industrial uses rubbertree.app to standardize rollup reporting across their autonomous business units and improve pipeline visibility and proactive sales management.
Case Study
Singer Industrial
How Singer Industrial Boosted Sales Management and Data Visibility with Rubber Tree Systems
Singer Industrial, a holding company of autonomous businesses in the fluid power industry, worked with Rubber Tree Systems to simplify and optimize reporting from multiple ERP platforms, improve their sales process and pipeline management, and create a unified platform for all of their business data.
We look at Rubber Tree as a sales management tool, making our businesses and our sales managers more knowledgeable and more proactive when they're looking at winners, losers, margin performance, etc.
2019Client Since
1500 Employees
110Locations
10Integrated ERP Systems
About the Company
Singer Industrial partners with well-managed, profitable fluid-power businesses where significant operating changes are not necessary and encourage current management to continue doing what they do best – service & support customers. They coordinate efforts to ensure each of their businesses has access to their full breadth of products and services to offer customers and integrate back office functions together (including the Rubber Tree Systems suite of software solutions), through best pricing & rebates, training programs, shared best practices, marketing, legal, accounting and HR services.
Singer Industrial focuses on supporting a diverse group of end markets and have thousands of customers who depend on them for mission critical systems and support.
The Challenge
Back in 2019, Singer Industrial an owner of smaller, autonomous businesses was facing issues with roll-up reporting, along with standardizing branch inventory and sales processes. They had a lack of high level visibility into inventory and sales data across multiple and disparate ERP systems, difficulty for branches to manage sales performance, insights, and opportunities, and limited ability to report on branch activity, having to compile manual reports from businesses and count on unreliable systems with inaccurate data
The Solution
Unified Platform for Singer Industrial Businesses
No matter the ERP platform, Singer Industrial is able to make high level decisions, optimize inventory and offer branch support because of the standardized tools and reporting from the unified Rubber Tree Systems platform.
Increased ERP Efficiency
Singer Industrial branches are able optimize their ERP with sales tools, pipeline management, and CRM features that combine their inventory data with live sales data, making their ERPs more efficient.
Data-driven Decision Making
Having all of the branch data accessible in one platform, integrating multiple ERPs means Singer Industrial has a whole 360° view of the whole business including sales data, inventory data, finances, margins, and buying behavior.
Singer Industrial utilizes Rubber Tree Systems to create a unified platform for all of their business data from their various autonomous companies, operating under different ERPs including:
Prophet21,
JobBoss,
TrulinX,
Tribute,
Sage100,
Sage ERP,
Maximum,
Microsoft Dynamics,
Acclaim,
and Accutech.
How Singer Industrial Uses Rubber Tree Systems
Advanced, Scheduled Reporting
Utilizes WebQuery to run scheduled and ad hoc reporting that can be easily shared with branches and HQ at specific times. These reports enable high-level decisions, branch support, and inventory optimization.
Inventory Sharing Across the Singer Industrial Network
Singer Industrial uses WarehouseTWO to support their internal network of businesses to buy and sell inventory with one another. All the business's disparate ERP inventory data can be shared for total visibility across the network.
Rubber Tree Systems' ability to be agnostic in their integration across ERP systems, gives us the visibility and information sharing that we didn't have prior.
In Conclusion
Outcomes for Singer Industrial
Singer Industrial improved data visibility across the entire organization and enhanced sales management capabilities with insights into margins and customer buying behavior. Their inventory management was streamlined through a centralized platform, united business data that was once largely autonomous.
Future plans with Rubber Tree Systems
Singer Industrial plans to explore custom business intelligence functionalities for building reports and data manipulation in WebQuery, and leverage rubbertree.app CRM functionality for email campaigns and quote follow-up automations as Rubber Tree Systems expands functionalities for needed features.