SUCCESS STORY

FORTO

30 seconds summary

Short and simple

New sales process allows transparent customer and supplier management. Innovative forecasting tool improves resource planning and gives Forto a glimpse into the future.

Requirements

More transparency in the sales process
Automatic pre-qualification of new customers
Integration of the internal backend
Expansion of forecasting for better planning reliability

Customer benefits

Increased productivity due to transparency in the overall process
More certainty in forecasting sales plans with the help of a customized forecasting tool
Forecasting provides Forto with a view into the future to plan resources efficiently
More time for the ‘big tasks’, thanks to micro-level automation
B2B marketing automation allows continuous communication with customers and partners

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

Salesforce as a tool for logistics provider of tomorrow. Offering a unified communication between all parties.

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

Contact us

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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

Read the entire success story here

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.