Multi-Site Management
Optimize multi-site management for enhanced efficiency and seamless ERP integration. Multi-Site extends Salesforce functionality by enabling a single account to manage multiple addresses and revenue entities, streamlining complex account hierarchies, and financial operations.
About Product
We bridge the gap between CRM and ERP by enabling a single account to manage multiple addresses and revenue entities natively on Salesforce. This solution transforms fragmented data into a streamlined operational hub, empowering your team to manage diverse shipping, billing, and financial structures with a single Customer 360 view.
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Fragmented Account Data and Duplicate Records
Managing multiple locations often forces teams to create redundant account records to handle different addresses, leading to "dirty" data and reporting silos. We implement multi-address support, allowing you to manage shipping, billing, and fulfillment points within a single account for a clean, centralized operational view.
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Complex Multi-Entity Financial Mapping
Global organizations often struggle to transact across various legal units from one account, leading to manual reconciliation and billing errors. Our revenue entity management enables a single account to transact across multiple financial entities, ensuring every dollar is attributed to the correct legal branch automatically.
High-Friction ERP and Data Syncing
Inconsistent data mapping between Salesforce and your ERP often causes fulfillment delays and manual data re-entry. We provide an ERP-ready framework that facilitates seamless data exchange, ensuring that complex multi-site logistics and financial details are perfectly synchronized across your entire tech stack.
Overview & Insights
The Multi-Site Management Bundle provides the architecture to turn complex logistics into a strategic advantage. By consolidating multi-location and multi-entity data into a 100% native environment, we ensure your Salesforce org is built for enterprise-level growth.
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Deploy a flexible, enterprise-ready framework that allows you to add new sites and financial entities instantly without the need for a total system redesign.
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Map transactions to the correct revenue entities with surgical precision, providing leadership with real-time visibility into branch-level performance.
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Centralize the management of diverse shipping and fulfillment addresses, reducing "toggle tax" for operations teams and improving order accuracy.
Ready to Scale with Confidence?
We’re more than consultants — we’re long-term partners in your growth. Whether you're navigating your first ERP implementation, scaling post-acquisition, or simply tired of disconnected systems, we're here to guide you.