Use Case: One system for customer journeys across the globe

Digital showroom

Personalized marketing campaigns

Sustainable processes

Challenges

The manufacturer of wood products based in the DACH region was challenged by their old prospect management systems for B2B and B2C customers which were isolated from each other and therefore not properly connected.

This led to redundant data and activities and required a high degree of manual and structural coordination between organizational units.

Data entry was mostly centralized via database reconciliation and was very time-consuming. In addition, there was a lack of functions to evaluate sales performance.

The company therefore wanted to change its systems to centralize data and create more efficient processes.

Solution

With the Salesforce Sales Cloud, the company’s sales can now organize lead management more efficiently and respond more quickly to customer needs. The creation of offers and final processing of orders is possible in one process.

As the central system, the Sales Cloud collects the relevant data from the ERP system and makes it available.

All departments (sales, customer service, marketing) work with one system and thus have access to all customer projects.

The paperless processes improve customer service, increase efficiency and effectiveness, and improve employee satisfaction.

Additionally, there is the possibility to segment by customer turnover or location.

Two men standing in a production hall talking to each other

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With DIGITALL to success

As a Salesforce partner with a long history of successful projects and collaborations, we combine technological, business, and industry knowledge in all our services and can therefore deliver you an end-to-end-experience from evaluation, implementation up to customization.

Provide your customers with innovative experiences, enable your sales, marketing and service teams with a state-of-the-art multi-cloud environment and leverage your (customer) data with AI-based reports and insights.

Take a look at our Salesforce portfolio to see how we can set up your 360° customer platform.