SUCCESS STORY

AEB

30 seconds Summary

Short and simple
Gaining new customers simplified: the Sales Cloud as an international, central system for sales. Customers and offer data connected through one system.

Requirements

Flexible and scalable CRM system
Consistent data collection on new and existing customers
International rollout with integration of third-party software

Customer benefits

Automated sales process enables faster closings
Intensive admin training enables the system to be managed independently
Sales and customer management as well as offer generation combined via one system
Integration of the AEB App enhances lead qualification
Improved communication between sales and project teams through a standardized system

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

Salesforce as a tool for the technology industry – easy customization, scalability and connectivity between sites and departments.

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

Start the digital transformation.

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This is how we have already been able to help other customers

NOVID20

Salesforce Sales Cloud as the basis for customer and project management in more than 40 countries. Excellent traceability of all activities between partners, supporters and even other market participants.

Clouds used:

Sales Cloud
Nonprofit Succcess Pack

Read the entire success story here

Heinrich Marketing

Structuring agency workflows, scaling options and automation of manual work in just one tool: the multi-talented Sales Cloud.

Used Cloud:

Sales Cloud