Introduction

In today’s competitive manufacturing landscape, digital transformation is no longer optional — it’s a necessity.
CloudCentric, a Salesforce Summit Partner, empowers manufacturing and industrial businesses to reimagine their processes through smart, scalable, and data-driven CRM solutions.

This case study highlights how CloudCentric partnered with Sree Metaliks Limited, a prominent name in India’s iron and steel industry, to implement Salesforce integrated with SAP, delivering greater visibility, efficiency, and customer-centric operations.

About Sree Metaliks Limited

Sree Metaliks Limited is one of India’s most trusted and forward-thinking iron and steel manufacturers, known for its focus on sustainability, innovation, and product quality.
The company operates across multiple verticals — from mining and iron ore processing to steel manufacturing — serving clients nationwide with high-grade products and unmatched reliability.

Challenges Faced by Sree Metaliks

Despite their strong market position, Sree Metaliks faced several operational challenges:

• No clear visibility into customer onboarding status or sales performance.

• Inability to track outstanding payments, credits, and financial summaries in real time.

• Fragmented data between sales and finance teams, leading to manual processes and errors.

• Lack of a centralized CRM system for collaboration and reporting.

These gaps limited their ability to make quick, data-driven decisions and affected productivity across departments.

CloudCentric’s Salesforce Implementation Approach

To bridge these gaps, CloudCentric implemented Salesforce Sales Cloud, with seamless integrations to Slack and Tableau, ensuring both communication and analytics were unified under a single platform.

Our expert team carried out a Salesforce–SAP integration to synchronize customer, sales, and financial data in real time — ensuring accuracy and accessibility for every user.

Our Key Deliverables

• Salesforce–SAP Real-Time Integration for synchronized sales and finance data

• Custom Dashboards and Analytical Reports powered by Tableau

• Workflow Automation to reduce manual dependencies

• Sales Team Enablement through end-user training and adoption programs

• Continuous Support and Monitoring post-implementation

Let’s Transform Your Manufacturing Business with Salesforce

If your organization faces similar challenges — disconnected systems, limited customer visibility, or manual reporting — CloudCentric can help.
As a trusted Salesforce Summit Partner, we specialize in creating industry-specific solutions for manufacturing, steel, construction, and industrial enterprises.

📞 Get in Touch:
Let’s discuss how we can streamline your operations, boost sales efficiency, and enhance decision-making through Salesforce.

👉 Contact CloudCentric Today to schedule a free consultation or product demo.

Results & Achievements

1. Unified Customer Visibility

Sales and management teams now have a 360° view of customers, with real-time tracking of onboarding, financials, and credit health.

2. Streamlined Business Operations

The Salesforce–SAP integration eliminated redundant data entry, reduced errors, and ensured both teams work with accurate, real-time information.

3. Enhanced Decision-Making

Through Tableau-powered analytics, leadership can now monitor key financial and performance metrics like payments, dues, and sales trends with a single click.

4. Faster Customer Response

Sales teams can instantly access customer accounts, invoices, and credit notes, allowing for quick responses and improved service quality.

5. Improved Team Productivity

Automated workflows and intuitive dashboards enhanced sales team efficiency, driving faster adoption and measurable time savings.

Impact of Salesforce in the Steel Manufacturing Industry

The collaboration between Sree Metaliks and CloudCentric demonstrates how Salesforce can revolutionize traditional manufacturing operations.
By integrating CRM, finance, and analytics, CloudCentric helped the company achieve:

• Data-driven decision-making

• Improved financial visibility

• Cross-department collaboration

• End-to-end automation and scalability

This success underscores CloudCentric’s position as a leading Salesforce implementation partner for manufacturing and steel enterprises in India and beyond.

Conclusion

With CloudCentric’s expertise, Sree Metaliks Limited transitioned from manual, fragmented operations to a streamlined digital ecosystem powered by Salesforce.
The transformation empowered their teams with real-time insights, improved communication, and operational excellence — setting a new standard for digital success in the steel manufacturing industry.

CloudCentric continues to deliver Salesforce-driven business transformations across multiple industries — from manufacturing and construction to automotive and industrial sectors — enabling enterprises to achieve measurable growth and efficiency.