SUCCESS STORY
FORTO
30 seconds summary
ABOUT THE PROJECT
Why Salesforce
& Salesfive
Forto provides agile and secure logistic solutions that empower companies to digitally manage their global supply chain from manufacturer to end customer.
New processes, business planning with vision and focus on the mission: the reasons for Forto to implement Salesforce. Because of our development experts, we were chosen as a partner to realize the customized forecasting tool.
THE SPECIAL FEATURE
Forecasting tool for resource planning
Special logistic solutions need a good sales control. For Forto, the development of a forecasting tool was essential in order to be able to forecast the expected revenue per month.
As part of the Salesforce implementation, we developed a tool that supports Forto in creating customized reports and forecasts itself.
This involves synchronizing data from Salesforce and the internal backend and thus forecasting it using a data model – maximum scaling of Forto’s business thanks to accurate forecasts.
THE RESULT
Salesforce by
Salesfive
Our Salesforce 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 advantage for Forto
- Saving time by using automated marketing measures
- Working within a joint platform creates transparency for the entire sales process
- Simplification of business planning through intelligent forecasting
“Salesfive did understand how to find the optimal solution for our requirements and needs. The personalization of Salesforce and the development of the forecasting tool came out exactly as we had hoped for.”
– Markus Schulz, Vice President Sales, Forto
Other success stories
This is how we have already been able to help other customers
ProGlove
Perfect collaboration between marketing and sales. Digitization of both departments using Sales Cloud and Pardot implementation.
Clouds used:
- Sales Cloud
- Pardot
DAIKIN
Multi-cloud implementation: Sales and service departments work on a common platform. Seamless process flow and linking of all data in one place are thereby ensured.
Clouds used:
- Sales Cloud
- Service Cloud
- CPQ
- Field Service Lightning
