Success Story

Transparent customer and supplier management at Forto

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Overview in 30 seconds

Newly introduced sales process for transparent customer and supplier management. Innovative forecasting tool for resource planning gives Forto a glimpse into the future.
Information

About the project

Newly introduced sales process for transparent customer and supplier management. Innovative forecasting tool for resource planning gives Forto a glimpse into the future.

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Requirements

  • More transparency in the sales process

  • Automatic prequalification of new customers

  • Integration of the internal backend

  • Expansion of forecasting for better planning reliability

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Customer benefits

  • Increase in productivity due to transparency in the overall process

  • Forecasts provide Forto with a glimpse into the future for resource planning

  • More time for the big tasks thanks to automation

About the project

Why Salesforce & Salesfive

Forto provides agile and secure logistics solutions that enable companies to digitally manage their global supply chain from manufacturer to end customer.


New processes, business planning with vision and focus on the business: the reasons for Forto to implement Salesforce. Because of our development experts, we were chosen as a partner to realize the desire of the forecasting tool.

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Salesforce by Salesfive: Our 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 advantages for Forto:

  • Time savings through automation of marketing activities

  • Working within a common platform creates transparency throughout the sales process

  • Simplification of business planning through intelligent forecasting

That's according to Markus Schulz, vice president of sales, Forto:

Salesfive understood how to find the optimal solution for our requirements and needs. The customization of Salesforce and the development of the forecasting tool implement exactly what we had hoped for.

Success stories start at this point

Would you like to build on Forto's success? Then let's talk!