envelope icon

Digital sales process

Industry use




Implementation time

2 weeks

Technical requirement

Sales Cloud


Silo thinking and decentralized data structures are slowing down your sales? Gain speed and close deals faster with a digital sales process tailored to the manufacturing industry.

The sales template offers the opportunity to handle the entire process – from the back office to your key account manager in a clear and holistic manner. All phases in the sales process are structured and clearly listed for all employees. Furthermore, the sales staff can be supported with targeted recommendations for action and approval regulations in the individual phases. Everything from the documentation of customer information to order details and e-mail traffic is stored centrally. Whether you are pursuing a complex, multi-stage process or a simple one: the sales template offers you the perfect basis.

This is how the digital sales process works

The sales team is guided through the entire sales process in the cloud. The first contact with the customer is noted as a lead in the system. The partially automated process begins with the first contact. Sales documents, discussions and measures are stored centrally. The internal communication as well as the transfer to the respective account manager takes place with just a few clicks. Every step and every measure are documented.

Thanks to the clear mask and the simple operation, you save your employees time-consuming administrative tasks inside. The preparation of offers and sending by email is also done from within Salesforce. Specific recommendations for action are given throughout the process.

The approval of offers or contracts is also simplified with automatic processes – this accelerates and simplifies internal cooperation and enables you to conclude deals more quickly. Not enough? Of course, you can also customize and expand your digital processes yourself afterwards.

Technical requirement

  • Salesforce Sales Cloud

5 reasons why

  • Central Overview of all customer data
  • Automated routine tasks
  • Standardized sales process
  • Fast usage and ease of use adapted to the industry standard
  • Basis of digitization in sales through a modular platform approach

Discover all functions

More Salesforce modules

Implementing Salesforce easily, quickly and inexpensively? Salesforce modules! With our modular system, we can easily expand your Salesforce solutions to include the proven use cases and processes in the manufacturing industry.