Transparent customer and supplier management at Forto
Success Story
The project
Forto provides agile and secure logistics solutions that enable companies to digitally manage their global supply chain from manufacturer to end customer.
New processes, business planning with vision and focus on the business: the reasons for Forto to implement Salesforce. Because of our development experts, we were chosen as a partner to realize the desire of the forecasting tool.
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 Forto.
Marketing Cloud Account Engagement
Salesforce Marketing Cloud Account Engagement is a platform for automated B2B marketing and lead management.
“Salesfive understood how to find the optimal solution for our requirements and needs. The customization of Salesforce and the development of the forecasting tool implement exactly what we had hoped for.”
Solution
The project success in detail
Newly introduced sales process for transparent customer and supplier management. Innovative forecasting tool for resource planning gives Forto a glimpse into the future.
Requirements
– More transparency in the sales process
– Automatic prequalification of new customers
– Integration of the internal backend
– Expansion of forecasting for better planning reliability
Customer benefits
– Increase in productivity due to transparency in the overall process
– Forecasts provide Forto with a glimpse into the future for resource planning
– More time for the big tasks thanks to automation
Solution
– Implementation of the Sales Cloud and Marketing Cloud Account Engagement
– Introduction of the sales process including various validations and qualifications
– Integration of the internal backend
– Development of the forecasting tool
– Salesforce training by Salesfive consultants
Advantages for Forto
– Time savings through automation of marketing activities
– Working within a common platform creates transparency throughout the sales process
– Simplification of business planning through intelligent forecasting
Want to strengthen your teams?
Digitize your processes with Salesforce Sales Cloud – tailored to the requirements of your organization. Our experts are here to help!
More inspiring customer stories
Phoenix Contact: Globally connected thanks to Salesforce
Thanks to a centralized Salesforce platform at Phoenix Contact, more companies than ever before can now work together globally and innovatively.
Transparent customer and supplier management at Forto
New sales process enables transparent customer and supplier management and a forecasting tool provides Forto with future insights for resource planning.
Salesforce as Single Source of Truth for Abenstein
Abenstein digitized its customer base with Salesforce, making everyday life easier and increasing sales success through access to customer data, automation and segmentation.