[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-358641-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-358641-en":127},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","salesforce-case-studies-osi-client-success-stories","Salesforce Case Studies - OSI Client Success Stories","","Salesforce case studies highlighting OSI’s delivery for manufacturing and building-and-construction clients. The Celotex project describes challenges from disparate teams and large volumes of customer data, leading to an upgrade from an old CRM to Salesforce as a single streamlined platform with Service Cloud. OSI implemented Salesforce with Service Cloud in phases, built sales, marketing, and lead-nurturing modules, and reported outcomes such as improved case management, integrated customer records, faster email processing, and enhanced analytics. The Rexam case focuses on complaint action management across stages and automated notifications, using roles, workflows, custom objects, and a VF page.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/salesforce-case-studies-osi-client-success-stories/358641/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/salesforce-case-studies-osi-client-success-stories/358641.png","ImageObject",442,249,{"name":42,"@type":43},"Jasmine","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-27","2026-09-23",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",10,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What core business goals did Celotex pursue with Salesforce?","Question",{"text":63,"@type":64},"Celotex aimed to improve efficiency and sales outcomes by upgrading sales, customer service, and marketing from an old CRM to a single Salesforce platform that could manage customer data and integrate with digital fulfillment and access control applications.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What modules did OSI provide for the Celotex implementation?",{"text":68,"@type":64},"OSI delivered solution modules for Sales, Marketing, and Lead Tracking & Nurturing, including custom functionality, email enablement from Salesforce/Outlook, collateral requests, and lead capture through website forms and a proprietary calculator.",{"name":70,"@type":61,"acceptedAnswer":71},"How did the Rexam solution address complaint and action workflows?",{"text":72,"@type":64},"Rexam needed complaint statuses handled across stages and automated creation rules for QAR/Complaint Actions. OSI configured Salesforce features using roles, profiles, sharing settings, validation rules, workflows, reports/dashboards, email templates, custom objects, created a VF complaint details page, and sent notifications based on role hierarchies via triggers or workflows.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},358641,1791716131,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":136,"language":137,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":12,"update_tm":141,"read_time":142},2336478487870,"https://ap-avatar.wpscdn.com/davatar_085a072bc5b1113ac321206ff7593b45","Salesforce Case Studies  \nINDUSTRY : Manufacturing  \n􀂃 Clients :-  \n􀂾 Celotex  \n􀂾 Rexam  \n􀂾 Semtech  \n􀂾 PSE  \nCelotex  \n􀂃 Customer Industry: Building and Construction  \n􀂃 Customer summary: Celotex is the UK brand leader of thermal insulation solution for the building and construction markets.  \n􀂃 Services Provided:  \n– [Salesforce.com](Salesforce.com)[ ](Salesforce.com)Implementation  \n– Sales and Marketing Alignment  \n– Strategic Change  \nManagement consulting  \n– Salesforce Service Cloud  \n􀂃 Why they chose OSI: OSI’s Extensive experience in [Salesforce.com](Salesforce.com) implementationsand competitive rates.  \nChallenges:  \n􀂃 The Celotex organization was challenged with many disparate teams as well as large volumes of existing customer data in multiple systems.  \n􀂃 They sought to drive new levels of efficiency and better sales results by upgrading their sales, customer service, and marketing platforms from the old CRM system to [Salesforce.com](Salesforce.com) – a single platform with streamlined processes which could store and manage all customer data as well as integrate with their other existing digital fulfillment and access control applications.  \nI n n o v a t e  \nI n t e g r a t e  \nO p e r a t e  \nCelotex  \n􀂃 Customer Industry: Building and Construction  \n􀂃 Customer summary: Celotex is the UK brand leader of thermal insulation solution for the building and construction markets.  \n􀂃 Services Provided:  \n– [Salesforce.com](Salesforce.com)[ ](Salesforce.com)Implementation  \n– Sales and Marketing Alignment  \n– Strategic Change  \nManagement consulting  \n– Salesforce Service Cloud  \n􀂃 Why they chose OSI: OSI’s Extensive experience in [Salesforce.com](Salesforce.com) implementationsand competitive rates.  \nSolutions:  \n􀂃 OSI helped Celotex perform an initial implementation of Salesforce and Service Cloud on a small set of users with basic functionality in about three months. Subsequent releases over the course of a year were used to add users and functionality.  \n􀂃 OSI provided solution in three modules:  \n-Sales: Custom functionality centered on inquiries and projects, with drop down lists to break down information by territories or account manager. Tracking of product delivery dates provides reliable forecasting of monthly run rates.  \n-Marketing: The ability to email contacts directly from Salesforce using templates or custom text, and to forward emails from Outlook into Salesforce for storage as part of an account. The ability to make collateral requests via Salesforce, automating the process from start to finish.  \n-Lead tracking and nurturing: Custom developed fields capture information provided by potential customers through forms on the Celotex website, including a proprietary calculator application specific to the insulation/building industries.  \nFurther customizations map the captured calculator data from an inquiry when a lead becomes a customer. Account Managers can select the appropriate products for each customer using this captured information.  \nI n n o v a t e I n t e g r a t e O p e r a t e  \nCelotex  \n􀂃 Customer Industry: Building and Construction  \n􀂃 Customer summary: Celotex is the UK brand leader of thermal insulation solution for the building and construction markets.  \n􀂃 Services Provided:  \n– [Salesforce.com](Salesforce.com)[ ](Salesforce.com)Implementation  \n– Sales and Marketing Alignment  \n– Strategic Change  \nManagement consulting  \n– Salesforce Service Cloud  \n􀂃 Why they chose OSI: OSI’s Extensive experience in [Salesforce.com](Salesforce.com) implementationsand competitive rates.  \nResults:  \n􀂃 Improved case management.  \n􀂃 Integrated database of customer, distributor and supplier details.  \n􀂃 Better processing of customer, distributor and supplier emails.  \n􀂃 Enhanced analytics and strategic planning via custom reports and dashboards  \nI n n o v a t e  \nI n t e g r a t e  \nO p e r a t e  \nRexam  \n􀂃 Customer Industry: Manufacturing  \n􀂃 Customer summary: Rexam is into manufacturing of Can be","cbCaie2Lsru4IDvu","https://ap.wps.com/l/cbCaie2Lsru4IDvu","pdf",943282,77,"English","# Salesforce Case Studies\n## Industry and Client Overview\n## Celotex: Customer Summary, Challenges, Services, Solutions, Results\n## Rexam: Customer Summary, Services, Challenges, Solutions","[{\"question\":\"What core business goals did Celotex pursue with Salesforce?\",\"answer\":\"Celotex aimed to improve efficiency and sales outcomes by upgrading sales, customer service, and marketing from an old CRM to a single Salesforce platform that could manage customer data and integrate with digital fulfillment and access control applications.\"},{\"question\":\"What modules did OSI provide for the Celotex implementation?\",\"answer\":\"OSI delivered solution modules for Sales, Marketing, and Lead Tracking \\u0026 Nurturing, including custom functionality, email enablement from Salesforce/Outlook, collateral requests, and lead capture through website forms and a proprietary calculator.\"},{\"question\":\"How did the Rexam solution address complaint and action workflows?\",\"answer\":\"Rexam needed complaint statuses handled across stages and automated creation rules for QAR/Complaint Actions. OSI configured Salesforce features using roles, profiles, sharing settings, validation rules, workflows, reports/dashboards, email templates, custom objects, created a VF complaint details page, and sent notifications based on role hierarchies via triggers or workflows.\"}]","Salesforce Case Studies - OSI Client Success Stories | PDF",1790134824,27]