Parker Plant India: Connecting dealer sales, service claims and SAP handovers.
Parker Plant India needed visibility across dealer enquiries, equipment service, claims and the approvals feeding financial workflows.
Product implemented: TargetCRM
Delivery partner: Excellence Consultancy Services
Customer-specific configuration, not a standard-feature guarantee.
The business challenge
Dealer follow-ups, service cases, commission approvals and expense claims involved several teams. Manual handovers between CRM and SAP made status and accountability harder to follow.
Industry: Road-construction and infrastructure equipment
What ECS implemented
Dealer and sales operations
Lead and opportunity records, dealer access and role-based visibility.
Equipment and service
Asset and ticket records, service expense claims and approval workflows.
Agreed SAP workflows
Approved service claims, dealer commissions and travel expenses passed to SAP, with document references synchronised.
Reported operational improvements
Dealer accountability
Clearer visibility into dealer activity and pending follow-ups.
Approval tracking
Digitised claims and approvals with visible status.
Financial handover
More structured data flow between operational and financial teams.
Qualitative outcomes described in the customer case study. No quantified ROI or performance uplift is claimed.
Planning a similar TargetCRM implementation
This case study describes a customer-specific TargetCRM implementation delivered by Excellence Consultancy Services. Capabilities, integrations and delivery scope for each new implementation are agreed separately.
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