A Connected Sales and Order Management System
With a strong reputation for quality and brand trust, Pilaros has continued to expand its footprint across North America. As the business scaled, so did the complexity of managing customers, orders, and financial systems, creating the need for a more modern, connected sales platform.
As Pilaros’ sales operations grew, the company began to feel the strain of managing orders and customer relationships across disconnected systems. Sales teams relied on manual processes and fragmented tools to track opportunities, manage accounts, and process orders, while financial data lived separately in Sage.
This disconnect created several operational challenges:
Pilaros needed a modern sales platform that could unify customer data, streamline order management, and seamlessly connect sales and finance operations.
The engagement began with a discovery phase focused on understanding Pilaros’ sales lifecycle - from lead and opportunity management through order creation and financial handoff. Terrabbit worked collaboratively with stakeholders to map existing workflows, identify inefficiencies, and define a streamlined future-state process.
Using Salesforce Sales Cloud as the core platform, Terrabbit implemented a structured order management solution that unified sales activity, customer data, and order tracking in one system. This eliminated manual work and created consistency across the sales organization.
A key part of the implementation was the integration with Sage, which ensured that order and financial data flowed seamlessly between Salesforce and accounting. This connection reduced double entry, improved data accuracy, and aligned sales and finance teams around a single, reliable view of the business.
Throughout the project, Terrabbit emphasized usability and adoption. Training and enablement ensured that sales users were confident using Salesforce as their primary system for managing accounts and orders.
By go-live, Pilaros had transitioned from fragmented processes to a fully connected sales and order management platform.