This case study focuses on the tax compliance challenges faced by the Carrier Team, who utilized the Salesforce Sales Cloud and CPQ platform to streamline their Quote Process for HVAC equipment and Annual Service Contracts. While their Sales Order process was efficient, they encountered issues with tax calculation, variable tax rates for different product groups, and manual exemption management. These challenges caused significant delays in finalizing orders before processing and invoicing in SAP. As a result, Carrier sought an automated solution to streamline their processes and ensure compliance across the system.
To address these problems, People Tech conducted a thorough review of the existing process and identified the bottlenecks and operational delays impacting the Sales Order Process. They proposed the implementation of the OneSource Tax Connector for Sales Cloud as the solution.
Overall, the automated tax compliance solution significantly improved efficiency, accuracy, and compliance within Carrier’s Sales Order process. The streamlined process resulted in faster order finalization, better performance with large order volumes, and enhanced visibility into the product-based taxation process.