DAIKIN: Multi-cloud implementation for sales and service
Success Story
The project
With over 70 employees in Germany, DAIKIN Applied Germany is an important European pillar of DAIKIN, the world‘s leading manufacturer of heat pumps, ventilation and air conditioning systems.
The goal was to optimize sales and service through a common platform. Salesforce as a cloud-based CRM platform was the solution. To customize the system, DAIKIN chose Salesfive because of its CPQ experience and shared location in Munich.
Technologies
These technologies were 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 technologies, among others, were used at DAIKIN.
CPQ
Salesforce CPQ is a CRM solution for automated configuration, pricing, and quoting in sales.
Agentforce Field Service
Salesforce Agentforce Field Service is a cloud-based platform for optimizing field service activities.
“With the introduction of Salesforce, we now have all information and data at a glance. From the acquisition of new customers to the maintenance of a plant, our employees can handle everything in one system.”
Solution
The project success in detail
Multi-cloud implementation: Sales and service departments work on a common platform. Seamless process flow and linking of all data in one place are thus ensured.
Requirements
– Digitization of sales and service departments
– Breaking down data silos through a common database
– High data quality and transparency
Customer benefits
– Increased efficiency in the sales and service areas
– Fast service response times increase the customer satisfaction
– Optimized resource and route planning improves service field force performance
– Better sales management through transparent customer management across all locations
– Structured data transfer to downstream systems thanks to perfect preparation in Salesforce
Solution
– Implementation of Sales Cloud, Service Cloud, CPQ, and Field Service Lightning
– ERP system integration
– Process optimization through automation and standardization
– Setting up the complex product configurations in Salesforce CPQ
– Targeted employee training
Advantages for DAIKIN
– 360-degree view of all customer data and processes thanks to unified platform
– Customer-focused sales and service processes
– Increase productivity
– Digitization creates end-to-end communication across all locations
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