Forto: Transparent customer and supplier management
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 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 Agentforce Sales – tailored to the requirements of your organization. Our experts are here to help!
More Inspiring Customer Stories
Hoffnungsträger creates centralized nonprofit processes for fundraising and operations
The foundation is using Salesforce Nonprofit Cloud to digitize fundraising and donation management, integrate donation accounting and resident management for its integrative housing concept.
Edge: Salesforce as the central customer management system
Edge promotes the sustainable digitalization of sales and marketing with an adapted Salesforce solution, including a central address book and event management.
well:fair foundation centralizes donation and project data in Salesforce
A central system manages donor and project data, enables personalized fundraising campaigns on the website and their processing in Salesforce.