Case Studies

How Radical One Helped DCA Outdoor Scale with Seamless Salesforce-ERP Integration

Elainer Toribio
November 13, 2024

In today’s fast-paced business environment, staying ahead of operational complexity is a must. DCA Outdoor—a powerhouse connecting industries from landscape production to retail and transportation—knew this better than most. With 12 distinct brands across 6 states and over 600 employees, they were juggling multiple ERP instances and a growing customer base. Their ERP system, SBI, worked for the daily account and order management, but it wasn’t integrated with Salesforce, their CRM platform.

This left DCA struggling to scale effectively and gain a unified view of its operations. That’s where Radical One stepped in, transforming their operations with seamless integration between Salesforce and SBI, empowering DCA to handle their unique challenges, enhance visibility, and fuel their continued growth.

The Challenge

DCA Outdoor had a vision of operating as a connected, data-driven enterprise, but three critical obstacles were holding them back:

  1. Data Duplication: Accounts and orders were being duplicated between SBI and Salesforce, bogging down their systems and complicating processes across brands.
  2. Inconsistent Data: An initial SFTP-based integration resulted in inaccurate and outdated data flows between systems, leading to unreliable insights and wasted time on manual corrections.
  3. Managing Multiple Brands: Each of DCA’s 12 brands used its own instance of SBI, with separate customer and order identifiers, making it nearly impossible to manage shared accounts or gain a consolidated view of operations.

Without an integrated solution, their ability to streamline processes, track opportunities, and make data-driven decisions was severely limited. Radical One’s mission was clear: solve these challenges while making DCA’s systems scalable for future growth.

Radical One’s Solution

Our approach was methodical and adaptable, designed to transform DCA’s operations through a phased integration between Salesforce and SBI, while staying true to their goals of scalability and efficiency.

Phase 1: The Foundation – SFTP Integration

The first step was building an SFTP-based integration to pull customer and order data from SBI into Salesforce. This created a unified hub where data could be analyzed, and it helped DCA start to see where inefficiencies lay. However, data duplication and discrepancies still hindered operational efficiency, setting the stage for a more advanced solution.

Phase 2: The Game Changer – REST API Integration

Recognizing the need for real-time data accuracy, Radical One collaborated with SBI’s development team to implement a custom REST API. This real-time solution transformed how data flowed between systems.

The REST API allowed for:

• Near-instant synchronization of customers and orders between Salesforce and SBI, providing DCA with up-to-date information on accounts, opportunities, and sales.

• A streamlined process where users could create accounts directly in Salesforce and push them to SBI, eliminating double data entry and minimizing manual intervention.

• Orders matched to the correct accounts, drastically reducing duplication. By introducing smart duplication rules and enhancing processes, we cut account duplication by an impressive 80%, transforming DCA’s data reliability.

Phase 3: Powering Multi-Brand Integration

The final piece of the puzzle was the integration of DCA’s 12 distinct brands, each with its own SBI instance and unique customer identifiers. We ensured that Salesforce became the single source of truth for customer data across the board, while SBI handled order management. This multi-brand integration allowed DCA’s leadership to track operations and sales opportunities across all brands, providing a holistic view of their business.

Results That Matter

The impact of Radical One’s integration went beyond technology; it transformed how DCA Outdoor operated, giving them the tools and insights to scale effectively:

Data Integrity: Salesforce now serves as the central, accurate source of customer information across all brands. DCA no longer has to deal with the headaches of duplicated or inconsistent data.

Actionable Insights: With Salesforce’s powerful reporting and Tableau integration, DCA can visualize revenue streams, track order statuses in real-time, and make data-driven decisions at both the brand and executive levels.

Operational Efficiency: Automated, real-time updates between Salesforce and SBI have replaced cumbersome manual processes. DCA’s teams are saving time, reducing errors, and focusing on delivering exceptional service to their customers.

Scalability for Growth: The REST API architecture we built is designed to grow with DCA. Whether they expand into new brands or territories, the integration will scale right alongside them, ensuring smooth, seamless operations every step of the way.

Conclusion

DCA Outdoor’s journey from disconnected systems to fully integrated, data-driven operations is a testament to the power of strategic partnerships. Radical One didn’t just deliver a technical solution; we empowered DCA Outdoor to scale, connect their industries, and gain the operational clarity they needed to fuel their continued expansion.

At Radical One, we don’t just integrate systems—we transform businesses. DCA Outdoor’s success story is a prime example of how the right technology, applied in the right way, can unlock new levels of performance and growth.

Elainer Toribio
November 13, 2024

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