Global solution for sales and aftersales
Challenges
DIGITALL was asked to support with the definition and implementation of a global CRM solution for the VAN fleet business in the HQ and various country organizations of the client.
For the system implementation and the subsequent global roll-out, the following requirements had to be implemented:
- A closer integration of the sales and aftersales areas in the quotation process in order to leverage additional revenue potentials
- The establishment of a consistent and collaborative account management and in particular controlling across the different teams
- Supporting an individual key account management approach for different roles to enable a homogeneous, holistic and global view of (potential) customers and their data
- An intuitive user interface
Solution
Using the Salesforce Sales Cloud and with an agile project approach, DIGITALL implemented the requirements for the new system. The project took only six months to achieve the first go-live.
The implemented solution included the following functions:
- Account & Contact Management including an online sanction check of the customers' data
- Automated creation of documents (.doc and .pdf) for the offer preparation
- Connection of various backend systems such as authorization and authentication systems
- Development of a GDPR solution for contact data information and, if necessary, data deletion
- Integration and visualization of historical and current planning key figures
- Opportunity management and mapping of various sales processes in sales and aftersales
- Support of training, change management & user adoption
