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Truma creates new innovative strength with Salesforce

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Success Story

Winning customers through multi-cloud implementation

With the introduction of Salesforce and a multi-cloud strategy, all sales, marketing, and service processes at Truma – both in-house and in the field – are being digitized and interconnected. To achieve this, existing systems were consolidated, interfaces were established, and a dealer portal was created.

The result is not only significant efficiency gains, but also a marked increase in satisfaction among all employees. At the same time, (end) customers benefit from fast service channels, intelligent error analysis (error catalog), and optimized interactions throughout the entire customer journey.

Overview

This was implemented

Truma digitized its sales, marketing, and service processes with Salesforce. Salesfive provided support as an experienced implementation partner.

Standardization of the IT architecture as a scalable basis

Implementation of new strategies for seamless processes in marketing, sales and service

Digital transformation in field service – on the road with tablet only

Development of a dealer portal for more efficiency and satisfaction

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 Truma.

Field Service

Salesforce Field Service Cloud is a platform for efficient planning and management of field service assignments.

Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement is a platform for automated B2B marketing and lead management.

SAP

SAP is a provider of enterprise software for managing business processes.

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Challenges

How things started

Before the digitization project began, one thing was clear: Truma wanted to maintain its market leadership and get to know its end customers better through marketing and service. The new insights would be used to better tailor the product range and services to customer needs.

To meet this goal, the long-established company recognized the need for comprehensive digitization in all areas involving customer interactions. Before implementation, many processes had to be handled manually, much was done on paper, and there were insufficient reporting options. The implementation made it possible to automate processes, reduce human error, and enable more efficient and effective control of company activities.

“Digitization with Salesforce and Salesfive gives us a significant competitive advantage. Not only are we one step ahead in technology, but also in customer management.”

Tobias Schwarze | Head of IT organization Truma Gerätetechnik GmbH & Co. KG

Solution

The project success in detail

One platform for all departments, no barriers. The multi-cloud implementation has launched an era of digitalization for Truma that is constantly evolving.

Integrated system architecture

It was possible to consolidate Truma‘s various systems and then use Salesforce to create a uniform and lean IT landscape. Through the interfaces of Salesforce using middleware, existing systems could be integrated or migrated. The system consolidation and extensive consulting created new processes that made the ecosystem scalable and standardized and optimized workflows.

The system was developed with the goal of being used internationally. We implemented and tested it specifically for the German market as a first step. We then adapted the existing system to the specific requirements of the different countries and prepared it for practical use.

The result for Truma

Through the multi-cloud implementation, Truma has achieved a significant transformation that has even won them the LUPO Award.

Faster service, higher customer satisfaction

Securing a service appointment for customers on the first call and still increasing the efficiency of the field service: Truma is now meeting this demand on its own customer service with the transformation of all service processes.

Products and service according to customer needs

Product optimization for even better customer experiences. By tracking customer histories and marketing analyses, Truma has gained a better understanding of the needs of end customers and can thus further optimize products and services.

Scalable IT for global markets

By consolidating and migrating old IT systems, we have created a future-oriented, scalable IT infrastructure. The solution is designed for global use and offers the flexibility to adapt to country-specific requirements.

Company

About Truma

Truma is a hidden champion from Germany specializing in the manufacture of comfort products for caravans and motor homes. With a broad product portfolio ranging from heating and air-conditioning systems to hot water boilers, maneuvering systems and solutions for electricity and gas supply, Truma has established itself as a reliable partner in the industry.

The company is based in Putzbrunn near Munich and employs around 700 people. With its many years of experience and commitment to quality and innovation, Truma has secured a firm place for itself in the caravaning industry.

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