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National Instruments Centralizes Global Equipment Tracking in Salesforce

National Instruments, a leader in test and measurement solutions, was looking for a more streamlined way to manage demo and evaluation equipment across its global teams.

Equipment Track

Challenge

National Instruments, a prominent name in testing and measurement technology, needed a reliable way to manage its evaluation equipment scattered across the globe.

Their existing system suffered from fragmented processes for requesting, reserving, and tracking items.

It also offered poor visibility into how equipment correlated with Salesforce account and contact records, resulting in operational inefficiencies and a lack of coordination.

Solution

To address these issues, National Instruments deployed the Unaric Inventory Management tool and tightly integrated it with their Salesforce Accounts and Contacts.

This integration brought greater transparency, accountability, and operational control.

It enabled field engineers to access a unified, real-time view of global inventory, improving the scheduling and handling of demo and evaluation assets.

Results

With a comprehensive overview of inventory, the company successfully reduced spending on test equipment and cut back on overdue returns.

The newfound clarity on how each item was utilized empowered more strategic decision-making, improving process efficiency across the board.

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