Salesforce Success Story
Weldaloy Specialty Forging
CRM on Salesforce Government Cloud with Salesforce Shield and PLEX ERP Integration
Summit partnered with Weldaloy Specialty Forging to replace a homegrown CRM with a secure, scalable Salesforce solution designed to meet strict compliance, security, and operational requirements. The engagement included Salesforce Government Cloud, Salesforce Shield, and a PLEX ERP integration—creating a unified, compliant CRM and ERP ecosystem.
Meet The Client
About Weldaloy Specialty Forging
Weldaloy originally started as a producer of precision-shaped welding caps, tips, sleeves, and shafts using extruded copper alloys and advanced resistance welding techniques developed during World War II. Over time, they began melting copper billets and producing their own alloys due to difficulties in finding reliable suppliers. They became a key source for non-ferrous alloys used in welding rust-resistant steels.
In the late 1960s, production was centralized in Warren, Michigan, and they expanded their capabilities to include forging, particularly in seam welding wheels. In 1994, Weldaloy was acquired by Rick Warren, and today, it is a prominent supplier of forged copper, titanium, super alloys, and other non-ferrous products to industries like aerospace, oil and gas, power equipment, semiconductor, and material processing.
The Challenge
As Weldaloy grew, their homegrown CRM system could no longer support the scale, reliability, and efficiency required to manage sales and customer data. To support continued growth and improve operational effectiveness, Weldaloy needed a modern CRM platform and an experienced Salesforce partner.
Weldaloy faced several key challenges:
Scalability and reliability limitations
The existing in-house CRM struggled to support a growing customer base and expanding sales operations
Need for a robust, enterprise-grade CRM
Weldaloy selected Salesforce for its reputation, feature set, and ability to deliver a scalable, reliable solution for managing customer relationships and sales activities
Data fragmentation and inefficiency
The team needed a centralized system for account management to eliminate triple data entry, improve data accuracy, and streamline workflows
Security and compliance requirements
Operating in industries influenced by government regulations, Weldaloy required a CRM solution that could meet strict security and compliance standards
ERP and CRM integration needs
Weldaloy required seamless integration between Salesforce and PLEX ERP and needed a partner who could collaborate effectively with Commercient to deliver a unified solution
The Summit Salesforce Solution
Summit designed and implemented a secure, scalable Salesforce solution aligned with Weldaloy’s regulatory, operational, and data management requirements. Summit:
Implemented Salesforce Government Cloud
Deployed Salesforce Government Cloud to meet Weldaloy’s security, compliance, and regulatory requirements
Enabled Salesforce Shield for data protection
Configured Shield data encryption to support secure data management and compliance standards
Delivered Salesforce automation for sales governance
Configured automations to:
- Create tasks for untouched Opportunities
- Trigger reminders when Quotes remain in the same stage too long
- Send alerts to management when an RFQ date is set on an Opportunity without an associated Quote
Integrated PLEX ERP with Salesforce
Partnered with Commercient to integrate PLEX ERP into Salesforce, enabling unified CRM and ERP data visibility
Provided project management for ERP integration
Served as project manager to ensure effective communication and execution between Weldaloy and Commercient throughout the integration process
Results for Our Client
With Summit’s Salesforce implementation and ongoing managed services support, Weldaloy achieved meaningful improvements in CRM governance, compliance, and operational efficiency:
Secure, compliant CRM environment
Weldaloy can confidently maintain and manage their Salesforce Government Cloud org while meeting data security and compliance requirements
Ongoing optimization through Salesforce managed services
Monthly working sessions with Summit allow Weldaloy to continuously expand Salesforce capabilities and learn best practices from Summit’s certified consultants
Improved data integrity and operational efficiency
A well-maintained, centralized CRM ecosystem supports accurate data management and streamlined business processes
Long-term confidence and stability
Summit plays a key role in helping Weldaloy maintain a reliable, secure, and optimized CRM environment—allowing internal teams to focus on core business priorities
Ready to Solve Challenges of Your Own?
Connect with Summit and count on our Salesforce experts to guide you in the right direction.
