Mixing the power of Salesforce platform apps to create Flow in business processes.

For UTG Mixing Group a seamless process from CRM to Product configuration to project control and processing of transactions in ERP has been setup. This streamlined solution drastically reduces the time from quotation to project control.


Configure Price Quote – BOM & Budget – Project control.

Balanced Force developed two of the main drivers of the solution, the automated generation of a bill of materials, sales order, project and project budget in the ERP system from the CPQ solution when the quote is finalized. This shows what can be achieved using standard Salesforce tools across different Salesforce apps.

The second part that was developed is Project control with Work Breakdown Structure level budget, actuals and estimates. This provides thorough cost analysis that can be used to further improve future quotations.


Streamlined CRM, CPQ and ERP.

The combination of Salesforce, Tacton/CPQ and Rootstock ERP functionality on one platform provides UTG Mixing Group a safe and futureproof best of apps solution in the cloud. As all apps are native Salesforce this is achieved without integrations, minimizing cost of ownership.


About UTG.

The UTG Mixing Group is a technology company offering mixing solutions that minimize life cycle costs by bringing global expertise in the process industries to customers locally. The company has offices in Finland & Germany.