About the Company

Uttam (Bharat) Electricals Pvt. Ltd. is an ISO 9001, ISO 14001, and ISO 45001 certified manufacturer of Power and Distribution Transformers ranging from 5 KVA to 15,000 KVA, up to 11-22-33 KV class, in both Single and Three Phase configurations.

The company has an annual turnover of nearly Rs. 100 crores and a production capacity of over 1,500 MVA per annum. It began as a partnership firm for transformer repair in 1983. In the years that followed, Uttam became a regional market leader and a nationally recognized manufacturer of quality transformers.

The Challenges They Faced

• Scattered Data Across Spreadsheets

Sales and operational data were maintained across multiple Excel and Google Sheets, with no single source of truth and frequent duplicate or inconsistent records.

• No Lead Ownership or Follow-Up

Enquiries came in through email, the website, and manual entry, with no centralized system. As a result, leads could easily be missed, and follow-ups depended on individual memory.

• Manual Sales-to-Design Handoffs

Moving a qualified opportunity to the engineering/design team was informal and undocumented, causing delays and dropped handoffs.

• Time-Consuming Document Preparation

PI, quotes, and orders were prepared manually, which was slow, error-prone, and inconsistent in format.

• Disconnected Systems

Sales data and SAP back-office data were maintained separately, forcing duplicate entry and increasing the risk of mismatches.

• Limited Visibility & Reporting

Leadership had no real-time view of the pipeline. Reports had to be compiled manually, delaying decision-making.

• Weak Data Security & Control

Open spreadsheets provided limited control over who could view or edit sensitive business data.

Products and Services

Products – Power & Distribution Transformers

Their product range covers Power Transformers, Distribution Transformers, Renewable Energy Transformers, Furnace Transformers, and Special Transformers.

This includes Power and Distribution Transformers up to 16 MVA and 33 KV class, Solar Inverter Duty Transformers, and Pole & Pad Mount Transformers as per IEEE & ANSI standards.

Overall, they manufacture transformers ranging from 5 KVA to 15,000 KVA, up to 11-22-33 KV class, in both Single and Three Phase configurations.

Older listings also mention amorphous-core and star-rated energy-efficient transformers.

Services

Alongside manufacturing, they offer quick deliveries, Annual Maintenance Contracts (AMC), and free support during installation, backed by after-sales service.

The Challenge

Uttam (Bharat) Electricals, a manufacturer of Power and Distribution Transformers, was managing its entire sales and operational data across disconnected Excel and Google Sheets.

This meant there was no single source of truth, manual handoffs between teams, no automated ownership or follow-up, limited data security, and reporting that had to be compiled manually.

The Solution

CloudCentric implemented Salesforce as a centralized, automation-driven platform to unify Uttam Bharat’s sales, service, and back-office processes.

• Centralized Data Platform

Replaced fragmented spreadsheets with a single, secure system of record for the entire business.

• Unified Lead Capture

Leads are consolidated from email, web-to-lead, and manual entry into one funnel, ensuring no enquiry is missed.

• Opportunity Qualification Automation

At the Need Analysis stage, opportunities are automatically assigned to qualifiers with a 24-hour follow-up task, guaranteeing clear ownership.

• Sales-to-Design Handoff

Upon qualification, the owner is notified and a Design Input task is automatically created, improving coordination between sales and engineering.

• Quotation & Order Management

The complete quote-to-order cycle is standardized within Salesforce through structured approval workflows.

• Ready-to-Send Documents

Pre-defined PI, quote, and order templates are generated and dispatched to customers directly from the CRM.

• Case Management & Field Service

Case Management helps resolve customer issues, while Field Service Lightning streamlines on-site service and field operations.

• SAP Integration

Salesforce is integrated with SAP to keep sales and back-office data in sync and eliminate duplicate entry.

• Analytics & Dashboards

Real-time reports and dashboards provide leadership with clear visibility into the business, helping drive faster, data-driven decisions.

What Challenges Did Our Team Face?

• Migrating from Unstructured Spreadsheets

The client’s data was spread across multiple Excel and Google Sheets with inconsistent formats and duplicates. BAs had to clean, map, and validate this data before it could be migrated into a structured Salesforce model.

• Scope Management Against the Signed SRS

Mid-project, the client requested features that were not covered in the signed SRS, such as selecting quote products from multiple price books. The team had to carefully manage expectations and maintain the agreed scope while keeping the relationship positive.

• SAP Integration Complexity

Syncing sales and order data between Salesforce and SAP required close coordination on data mapping, field-level matching, and error handling to avoid duplicate or mismatched records.

• Translating Manual Processes into Automation

The client’s sales-to-design and qualification steps were informal and undocumented. BAs had to understand how work actually happened on the ground before Developers could build reliable Opportunity automation around it.

• Document Template Configuration

Building PI, quote, and order templates that matched the client’s existing formats and were client-ready straight from the CRM required several rounds of iteration.

• User Adoption & Training

Moving a spreadsheet-comfortable team onto a new CRM required hands-on, on-site training in Jaipur to build confidence and drive adoption.

Results & Benefits

Uttam Bharat now operates on a single, automated platform. Every lead, opportunity, quote, and order lives in one place, replacing the scattered spreadsheets they relied on earlier.

Automated qualification and sales-to-design handoffs mean every opportunity has a clear owner and deadline, reducing follow-up delays and ensuring nothing slips through the cracks.

With SAP integration, field service, and real-time dashboards in place, leadership now has end-to-end visibility from enquiry to order, enabling faster, data-driven business decisions.