"Manufacturing ERP & CRM Integration - Cosmo Cabinets

Cosmo Cabinets Inc., based in Eatonton, Georgia, USA, is a prominent manufacturer in the cabinetry industry. They specialize in modern kitchen and bath cabinets that transform spaces into works of art. They have solutions tailored specifically for the commercial market, which includes designers, architects, property developers, distributors, and general contractors.

Industry: Manufacturing
Business Type: B2B
Services: ERP & CRM Integration, Business Process Automation
Tools & Technology: Salesforce, NetSuite,

Critical Business Challenges

Fragmented Workflows:
A lack of integrated workflows across sales, estimation, design, and field operations caused inefficiencies.
Manual Processes:
Repetitive tasks such as price updates, bid generation, and task assignments were manual, increasing overhead costs.
No Real-Time Visibility:
Without real-time visibility across the entire operational chain, it was difficult to track project progress.
Siloed Data:
Disconnected systems and a lack of smooth data flow between various departments caused duplication of work.

Navsoft’s Solution

Integrated Workflows:
Integrated sales, estimation, design, and field operations workflows for real-time visibility into every stage of the process.
Automated Task Management:
Automated repetitive tasks, including price updates, bid generation, and task assignments to reduce manual effort.
Seamless ERP Integration:
Integrated NetSuite, 2020 Insight ERP, and Monday.com to ensure smooth data flow and minimize duplication.
Accelerated Contract & Sales Order Generation:
Automated the generation of contracts and sales orders, accelerating revenue recognition.