Schöffel digitizes field sales and ordering processes with Salesforce
Success Story
The project
With over 200 employees, the Schöffel Group is one of the leading companies for outdoor and ski clothing in the German-speaking region. Digitization is part of the strategy, so the next step should be to digitize sales.
With flexible solutions and open interfaces, Salesforce is the right system for Schöffel – Salesfive with development experts and the right solution paths is the perfect partner.
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 Schöffel.
“Innovation is part of our tradition. In this context, digitalization is an essential part of our strategy. Thanks to the partnership with Salesfive, we are once again taking an important step forward, also in the interests of our customers.”
Solution
The project success in detail
Holistic processes in the cloud and an offline application for the field sales force. Orders, contract signings and delivery process from one user-friendly system.
Requirements
– Uniform information platform for customer, product and sales data
– Mobile and offline availability
– Connectivity between CRM and ERP systems throughout the ordering process
Customer benefits
– Easy documentation of sales and customer activities
– Recording of orders with automatic forwarding to logistics
– Sales automation for visit reports and task distribution
Solution
– Implementation of Sales Cloud
– Integration of the ERP system and the PIM database
– Development of the B2B order mask
– Reporting and dashboards
– Roles and rights system
– Possibility of product evaluation, feedback by sales staff
Advantages for Schöffel
– Increasing the completion rate
– Faster processing of the sale
– Increased efficiency through automation
– Reduction of the error rate for orders
– Simplification of the feedback process between sales and product development
Want to strengthen the connections between your teams?
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