Customer Experience

Unifying data operations for Novolex

Explore how TELUS Digital helped Novolex, a sustainability-focused packaging manufacturer, unify its data, streamline sales operations and gain real-time visibility across the business.

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  • 1

    The challenge

    Growing through acquisition left Novolex with manual sales-to-order reporting, interdepartmental communication gaps and no unified view of data scattered across multiple acquisitions' enterprise resource planning (ERP) systems.

  • 2

    The TELUS Digital solution

    TELUS Digital implemented Salesforce Sales Cloud, built a complete lead-to-opportunity process, migrated and cleaned data from multiple ERPs, and rolled out productivity tools to reduce manual work.

  • 3

    The results

    Novolex gained a real-time, accurate view of its customers, unified data from multiple ERPs into Salesforce, and improved visibility and productivity across departments and plants.

Key takeaways

  • Salesforce Sales Cloud is a customer relationship management (CRM) platform that helps organizations manage leads, accounts, opportunities and sales pipelines. For manufacturers with multiple plants or subsidiaries, it gives sales and leadership teams a single, structured view of the business — replacing manual reports and disconnected systems.
  • A fragmented, manually managed sales process was replaced with a complete lead-to-opportunity pipeline in Salesforce.
  • Data from multiple acquisitions' ERPs was cleaned, integrated and migrated into a single Salesforce environment.
  • Leadership gained a high-level, real-time view of production pipelines across plants.
  • New reports and dashboards closed the gap on inaccurate sales-to-order reporting.
  • Productivity tools reduced manual work and cut down on user error across teams.

The challenge

Novolex, a leading manufacturer of sustainability-minded packaging and food service products, serves industrial, institutional and consumer goods markets with a diverse and high-quality product line. As the organization grew through acquisition, its data stayed scattered across disconnected systems, and its operations couldn't keep pace with its scale.

Sales-to-order reports were built manually, leaving a wide margin for error at every stage of the pipeline. Interdepartmental communication gaps were common as well, creating avoidable mistakes and slowing turnaround during the sales process. Manual administrative tasks, meanwhile, ate into productivity across teams, and leadership had no real-time visibility into plant production pipelines, making it difficult to plan or respond quickly. On top of all this, data inherited from each acquisition's own ERP system needed extensive, time-intensive cleaning before it could deliver any real value.

Novolex needed a single source of truth. Without one, every subsidiary risked continuing to operate on its own version of the truth.

The TELUS Digital solution

TELUS Digital implemented Salesforce Sales Cloud for Novolex and its subsidiaries, combining a rebuilt sales process with a large-scale data migration effort.

The team delivered a complete lead-to-opportunity process covering everything from plant-level sales to executive reporting, along with new reports and dashboards for sales-to-order tracking. Alongside this, TELUS Digital facilitated widespread ERP data cleaning, integration and loading, bringing data from multiple acquired companies' systems into a single Salesforce environment.

The team also implemented Milestone PM so teams could measure the return on investment of each product, and rolled out productivity tools, including SSO, Inbox and Mobile.

Together, this gave Novolex and its subsidiaries the centralized, unified data foundation the organization needed.

The results

With Salesforce Sales Cloud in place, Novolex moved from fragmented, manual processes to a centralized system that gives leadership and sales teams a clear, accurate view of the business.

Sales-to-order reporting is now consistent across the organization, plant-level data feeds directly into that view, and manual work that once slowed teams down and introduced errors has been minimized.

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