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PT Sany Perkasa:
Case Study for Wholesale Distribution Industry

In this article, you will learn more about how PT Sany Perkasa digitalized its business using a customized ERP solution with finance, supply chain, and customer relationship management (CRM) modules. 

About PT Sany Perkasa 

PT Sany Perkasa was established in 2014 as an official distributor in Indonesia solely focusing on the distribution of excavators. Their products range in different sizes and purposes, such as construction, mining, forestry, plantation, and port use.


Wholesale Distribution


Southeast Asia

Company Size


The Challenge

Optimizing Operations: Enhancing Sales Tracking, After-Sales Service, and Financial-Business Integration

  • Difficulty tracking daily work and action plan for each salesperson
  • No system for after-sales service, making it hard to allocate and track tasks assigned
  • Finance and business transactions are independent processes that are not linked, so it requires the finance team more time and manual effort to match records back to business transactions

The Solution

PT Sany Perkasa Boosts Efficiency with U8 ERP: Streamlining Sales, Work Orders, and Financial Integration

PT Sany Perkasa made use of the U8 ERP solution with essential modules such as financial management, supply chain, and customer relationship management (CRM) for their business. This is so they can digitalize manual processes, thus improving efficiency, productivity, and transparency in the workplace. 

  • After adopted the U8 ERP solution, they were able to record each salesperson’s daily activities
  • Sales director and other key management personnel can also track the sales report, and work order status report directly
  • Work orders are allocated through the system, which is efficient and transparent. 
  • Finance and supply chain systems are integrated. Through the system’s query function, the finance team can track transactions, thus reducing financial risks for the business

Why Yonyou

  • A complete retail industry suite solution that helps to promote organizational performances.
  • The new era technology which enables customers to adapt to the business change and rapid development.
  • With the trustworthy history, Yonyou is recognized by the public as one of the international industry leaders.

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