Case Study: MOBILion Systems, Production Work Order Software Solutions on Salesforce
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About MOBILion Systems
MOBILion Systems, Inc. develops instruments for medical researchers and clinicians that improve how to predict, diagnose and treat disease. The biotechnology company makes treatments safer and more effective, while empowering disease prediction and diagnosis to accelerate the development of new therapies. MOBILion is based in Chadds Ford, Pennsylvania.
Opportunity
MOBILion Systems was looking for a way to enhance a previously implemented Salesforce solution. Salesforce Sales Cloud and Service Cloud with Salesforce CPQ were being used. Other business processes such as procurement, invoicing, and contract manufacturing were handled manually, outside of the Salesforce platform. MOBILion needed the ability to track the purchase of R&D parts and manage a bill of materials (BOM) with revisions.
Solution
Aethon Consulting, an Ascent Solutions Certified Implementation Partner, configured Ascent ERP and Ascent Financial Platform with an integration to AvaTax. Some items are kept in stock, some manufactured in house and others are drop shipped to customers. MOBILion’s new process starts with a CPQ Quote, which is converted directly to an Ascent ERP Sales Order, and subsequently drives Purchase Orders and Production Work Orders on Salesforce.
Reports are used to get the margins and costs per configured order to the accounting team. Meanwhile the integration to AvaTax returns the proper taxes when the sales order is created and commit to Avalara when it becomes an invoice.
Cassie J.
Customer Service Management
“Our company chose Ascent as our ERP of choice for a brand new organization. We had incredible asks and the Ascent team delivered on every single one. We have been able to go from PowerPoint slides and Visio drawings of what we wanted to a full and well functioning ERP system in less than 3 months. This ERP has been a life saver for our customer service team, as we have been able to process orders, produce invoices and manage inventory and manufacturing functions. A big thanks to the Ascent team for close and professional care of our launch. We consider you a huge part of our success!”
Project Scope
Salesforce Sales & Service Clouds
Industries
Healthcare & Life Sciences
Use Cases
Inventory Control
Order Fulfillment
PO Management
Bill of Materials (BOM)
Financials Management
Dropshipping
Work Orders
Tax Management
Production Management
Drop Shipping
Cloud Solutions
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce CPQ
Ascent ERP
Ascent Financial Platform
AvaTax
Implemented By
Ascent Certified Partner
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