envelope icon


Forging technology Plettenberg

30 seconds summary

Short and simple

A complex and extensive sales process implemented simply: The Sales Cloud as a central system for the documentation and cooperation between different departments. From acquisition to offer calculation and preparation to order verification.


  • Unite data silos in one central system
  • Minimize manual workload and long communication channels
  • Away from the analogue to the cloud: merging all data and departments
  • Überblick of every status and every customer

Customer benefits

  • Ten departments, all sub-processes and all documentation stored centrally in the cloud: For more overview and transparency
  • Rights and role system as well as task reminders and to-do lists create new, efficient ways of working
  • Everything at a glance: status query thanks to the “traffic light system” and visualized processes
  • Time savings & reduction of sources of error: Partially automated process for offers
  • The competitive advantage: Automation of manual activities enables a stronger focus on the customer and solution-oriented, fast processing of inquiries


Why Salesforce & Salesfive

Die Schmiedetechnik Plettenberg GmbH & Co. KG erzeugt in der Massivumformung mit nachgeschalteter Bearbeitung hochpräzise Komponenten für internationale Kund*innen aus den Bereichen Automotive und Non Automotive.

Der Kundenstamm und das Vertriebsteam sind im Laufe der Jahre gewachsen – so auch die Komplexität im Prozess. Um weiterhin die beste Beratung bieten zu können und zudem Entwicklungs-
potenziale mehr auszuschöpfen wurde die Digitalisierung mittels eines einheitlichen CRM-Systems für die gesamten Kundenprozesse eingeleitet. Salesforce als flexibel anpassbares System und Salesfive als agiler Partner für eine schnelle Umsetzung und anschließende Erweiterung waren hier die perfekte Lösung.


Salesforce by Salesfive

Secure long-term competitive advantages in the field of individual forging technology with the Sales Cloud.

Our Salesforce 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
  • Conception and introduction of a rights and role system
  • Integration of the ERP system
  • PDF Butler for the automatic generation of PDF files (quotes) from Salesforce
  • Integration of the Sharepoint database: Access anywhere from Salesforce


The advantage for Schmiedetechnik Plettenberg

  • Uncomplicated information and data transfer with the Sales Cloud
  • A uniform, multi-stage offer process brings all parties together: no more black boxes and no more cumbersome inquiries
  • Replacement of analogue documents and an old server structure with the cloud: Central, 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: Gradually the perfect system for everyone involved

A clear competitive advantage: Digitization with Salesforce. Our individual and complex quotation process requires precision, multiple adjustment loops and accurate documentation in order to offer our customers the best product. With Salesforce we have mastered the first step – we look forward to more!

– Forging technology Plettenberg

Are you ready for the next project? Let’s talk!

Book a meeting Contact us

Other success stories

This is how we have already helped other customers

Dyson SA

Salesforce Sales Cloud als Dokumentationstool der Verkaufserfolge aller Shops. Tracking, Reporting und Aufgabenverwaltung in einem System.

Verwendete Cloud:

  • Sales Cloud




Lesen Sie hier die gesamte Erfolgsgeschichte


Ganzheitliche Prozesse in der Cloud und eine offline Anwendung für den Vertriebsaußendienst. Bestellungen, Vertragsunterzeichnungen und Lieferprozess aus einem benutzerfreundlichen System.

Verwendete Cloud:

  • Sales Cloud




Lesen Sie hier die gesamte Erfolgsgeschichte