Salesforce as Single Source of Truth for Abenstein
Success Story
The project
The Abenstein construction company stands for tradition in the construction industry. The customer base from over 90 years of company history was now to be digitized in a future-proof manner.
Due to the price-performance ratio and scalability, Christoph Ost, Managing Director of Abenstein, decided on Salesforce as CRM and on Salesfive as a partner at eye level to lay the foundation for digitization.
Technology
This technology was used
Systems are only as good as the technology behind them. That’s why we rely on modern solutions from the Salesforce ecosystem for our customers’ digitization projects. The following technology, among others, was used at Abenstein.
“We place a lot of value on communication with our customers being as simple and efficient as possible. Salesfive has provided us with optimal support in this regard. The new Sales Cloud processes provide flawless customer service for us.”
Solution
The project success in detail
Introduction of the Sales Cloud. All information clearly arranged in one system guarantees easy and professional interaction with customers.
Requirements
– New, intuitive system for customer registration and management
– Setting up a simple data structure
– A scalable system that grows as sales expand
Customer benefits
– Easier sales activities due to customer and project history at a glance
– Retrieval of all data in real time and mobile use facilitate daily business
– Effective time management through task and reminder functions
Solution
– Implementation of the Sales Cloud
– Setting up a new data structure
– Connection of Einstein Activity Capture
– Development of a model for the categorization of the different types of customers
– Documentation of activities and reminders in Salesforce
Advantages for Abenstein
– Overview of customer history increases the wow effect with customers
– Access all data anytime and anywhere thanks to Salesforce App
– Salesforce as a single source of truth
– Management of all emails directly in the system
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