Transparent customer and supplier management at Forto
Overview in 30 seconds
About the project
Newly introduced sales process for transparent customer and supplier management. Innovative forecasting tool for resource planning gives Forto a glimpse into the future.
Requirements
More transparency in the sales process
Automatic prequalification of new customers
Integration of the internal backend
Expansion of forecasting for better planning reliability
Customer benefits
Increase in productivity due to transparency in the overall process
Forecasts provide Forto with a glimpse into the future for resource planning
More time for the big tasks thanks to automation
Why Salesforce & Salesfive
Forto provides agile and secure logistics solutions that enable companies to digitally manage their global supply chain from manufacturer to end customer.
New processes, business planning with vision and focus on the business: the reasons for Forto to implement Salesforce. Because of our development experts, we were chosen as a partner to realize the desire of the forecasting tool.
Salesforce by Salesfive: Our solution
Implementation of the Sales Cloud, Pardot
Introduction of the sales process including various validations and qualifications
Integration of the internal backend
Development of the forecasting tool
Salesforce training by Salesfive consultants
The advantages for Forto:
Time savings through automation of marketing activities
Working within a common platform creates transparency throughout the sales process
Simplification of business planning through intelligent forecasting
That's according to Markus Schulz, vice president of sales, Forto:
Salesfive understood how to find the optimal solution for our requirements and needs. The customization of Salesforce and the development of the forecasting tool implement exactly what we had hoped for.
Success stories start at this point
Would you like to build on Forto's success? Then let's talk!