SUCCESS STORY
AEB
ABOUT THE PROJECT
Why Salesforce
& Salesfive
With over 500 employees worldwide, AEB provides cloud software and IT services that unite logistics and foreign trade. Further scaling with the old CRM was no longer possible – the company needed a new, flexible solution.
With Salesforce, a scalable CRM was found that united all departments AEB chose Salesfive because of its industry experience.
THE SPECIAL FEATURE
All steps in one system
By automating the sales process with Salesforce, new customer acquisition was significantly simplified. At the same time, the integration of AEB’s own “Business Partner Screening” app optimized the pre-qualification of leads.
With the integration of Appero as a quote editor, quotes can be created and sent in Salesforce within a very short time. These are then forwarded directly to the project management via the ERP system.
THE RESULT
Salesforce by
Salesfive
Our Salesforce solution
- Implementation of the Sales Cloud
- Integration of the ERP system
- Setting up a data structure including process optimization and automations
- Integration of the quotation creation tool Appero
- Training of two internal Salesforce administrators
The advantage for AEB
- Optimization of marketing and sales processes enhances cooperation
- Automated linking of sales and project management
- All in one system – from new customer acquisition to quotation generation
“Together with Salesfive, we developed a central system, which enables all sales employees to work together. The flexibility that Salesforce offers is most essential to us. We can quickly react to new requirements and can carry out individual adjustments without any additional effort and complexity.”
– Christopher Greiner, CRM Project Manager, AEB SE
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