Schmiedetechnik Plettenberg digitized
Overview in 30 seconds
About the project
A complex and extensive sales process simply implemented: The Sales Cloud as a central system for documentation and collaboration between different departments. From acquisition to quotation calculation and creation to order verification.
Unify data silos in one central system
Minimization of manual effort and long communication channels
Away from analogy to the cloud: consolidation of all data and departments
Overview of every status and every customer
Ten departments, all sub-processes and the entire documentation are stored centrally in the cloud: For more overview and transparency
The competitive advantage: The automation of manual activities enables a stronger focus on the customer and a solution-oriented, fast processing of inquiries
Why Salesforce & Salesfive
Schmiedetechnik Plettenberg GmbH & Co. KG manufactures high-precision components in solid forming with downstream machining for international customers from the automotive and non-automotive sectors.
The customer base and the sales team have grown over the years – and so has the complexity of the process. In order to be able to continue to offer the best advice and also to take greater advantage of development potential, digitization was initiated by means of a uniform CRM system for the entire customer processes. Salesforce as a flexibly adaptable system and Salesfive as an agile partner for rapid implementation and subsequent expansion were the perfect solution here.
Salesforce by Salesfive: Our solution
Rapid initial implementation of the Sales Cloud with subsequent expansion
Introduction of a multi-stage new customer process (from acquisition to calculation to order processing) with various sub-processes and documentation of the respective departments
Design and implementation of a rights and roles system
Integration of the ERP system
PDF Butler for automatic generation of PDF files (quotes) from Salesforce
Sharepoint database integration: Access everywhere from Salesforce
The advantages for Schmiedetechnik Plettenberg
Uncomplicated information and data transfer with the Sales Cloud
A unified, multi-step quoting process brings all parties together: no more black boxes and cumbersome inquiries
Replacing analog documents and an old server structure with the cloud: centralized, fast loading times, mobile access 24/7
Reminders, task lists and status queries at a glance allow full concentration on the customer
Rapid rollout with planning for expansion after go-live: step by step to the perfect system for all parties involved
This is what Schmiedetechnik Plettenberg says:
A clear competitive advantage: digitization with Salesforce. Our individual and complex quotation process requires precision, multiple customization loops and accurate documentation to offer our customers the best product. With Salesforce, we have mastered the first step – we look forward to more!
Success Stories start at this point
You would like to build on the success of Schmiedetechnik Plettenberg? Then let's talk!