Our story

01

The Challenge

Our client faced the challenge of quickly and accurately identifying changing customer needs and matching them with the most suitable offers. The sales team required in-depth technical knowledge, comprehensive product expertise, and up-to-date pricing information to effectively collaborate with customers. With increasing product complexity, more frequent product launches, and evolving customer demands, efficient knowledge sharing—both internally and with customers—became essential.

To maintain its market leadership, the client sought a unified, data-driven approach to optimize customer consulting and streamline the entire sales process. The solution needed to improve sales efficiency and enhance the customer experience, while ensuring a rapid return on investment—all while adhering to strict budget constraints.

02

Our Solution

To address the client’s challenges, we developed  a data-driven solution utilizing Salesforce's Sales Cloud, Data Cloud and AI capabilities.

Sales Cloud was chosen to automate the sales process, integrate data from various systems, and provide real-time insights into customer needs. This reduced manual tasks, accelerated proposal preparation, and fostered better team collaboration, as well as faster onboarding.

Data Cloud centralized all customer and product data, providing a unified view that enabled informed decision-making. By eliminating fragmented data sources, scalability and efficiency were also improved.

AI capabilities improved the customer experience through personalized interactions, virtual consultations via ChatBot, and data-driven product recommendations.

This solution created the foundation for a streamlined, connected sales process, enabling automation, personalized customer interactions, and future scalability.

03

Successes

Optimized efficiency through automation and reusability

The implemented Salesforce solution streamlines operations by automating routine tasks and integrating data from various systems, allowing sales teams to access all necessary information in one central location. Additionally, previous product customizations can be reused as a foundation for new offers or product recommendations, significantly reducing the time and effort required for proposal preparation. This has cut order processing times by up to 41% and reduced proposal preparation times by 28%.

Improved customer experience

With the use of Sales Cloud, AI capabilities, and tools like Einstein CoPilot, our approach delivers real-time pricing, virtual consultations, and a comprehensive view of each customer’s purchase history. This improves transparency, accelerates the proposal preparation process, and contributes to a more positive and streamlined customer experience.

Scalable and unified data management

Thanks to Data Cloud, the solution provides a unified and comprehensive view of each customer, including purchase history and tracking. This enables informed decision-making and personalized interactions, while allowing the company to scale efficiently without being hindered by fragmented data. Data retrieval times have improved by up to 30%.

Faster onboarding and improved collaboration

Our solution integrates collaborative Salesforce features and AI-driven insights, streamlining the onboarding process and improving team collaboration. This has reduced the time required to onboard new employees by up to 50%, enabling faster productivity and strengthening overall team dynamics.