Connect account intelligence with partner experiences
How many systems does it take to understand one account?
Orders, agreements, assets, forecasts, cases and service history often need to be considered together.
Kasetti helps manufacturing teams bring relevant account information into Salesforce and securely extend the right information to partners and customers.
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Disconnected account information
Commercial, product, asset and service information is spread across different systems or views.
Slow access to intelligence
Teams spend time switching between systems to understand account health, run rate, opportunities and history.
Limited partner and customer self-service
Orders, shipment tracking, product documentation and service requests are handled through disconnected channels.
Start with the workflow that matters most
Bring agreement terms, forecasts and actual quantities into a connected process. Give teams clearer visibility into performance gaps and the actions required to address them.
Create a shared view of partner targets, actual performance, joint plans, incentives, rebates and claims.