SUCCESS STORY

DAIKIN

30 seconds summary

Short and simple

Multi-cloud implementation: Sales and service departments work on a shared platform. Seamless process flow and linking of all data in one place are therefore ensured.

Requirements

Digitization of sales and service departments
Removing data silos through a common database
High data quality and transparency

Customer benefits

Increased efficiency in sales and service departments
Quick response times in service areas increase customer satisfaction
Optimized resource and route planning improves the performance of the field service team
Better sales control through transparent customer management across all locations
Structured data transfer to downstream systems thanks to a perfect preparation in Salesforce

ABOUT THE PROJECT

Why Salesforce & Salesfive

With over 70 employees in Germany, DAIKIN Applied Germany is an important European pillar of DAIKIN, the world’s leading manufacturer of heat pumps, ventilation and air conditioning systems.

The goal was to optimize sales and service via a common platform. Salesforce as a cloud-based CRM platform was the solution. To customize the system, DAIKIN chose Salesfive because of its CPQ experience and shared location in Munich.

THE SPECIAL FEATURE

Easy offer preparation despite complex products

The requirement: to configure complex products as flexibly as possible into an offer.
Our solution: Salesforce CPQ.

The CPQ Configurator offers a guided process for product selection, compilation and CI-compliant document creation.
The advantage: quality assurance and error-free offers in the shortest possible time.

THE RESULT

Salesforce by
Salesfive

Salesforce as a central platform for service and sales.

Our Salesforce solution

Implementation of Sales Cloud, Service Cloud, CPQ and Field Service Lightning
ERP system integration
Process optimization through automation and standardization
Setting up complex product configurations in Salesforce CPQ
Specific employee training

The advantage for DAIKIN

360-degree view of all customer data and processes thanks to a uniform platform
Customer-focused sales and service processes
Increased productivity
Digitization creates end-to-end communication across all locations

“With the implementation of Salesforce, we now have all information and data at a glance. Either acquiring new customers or performing the maintenance of a system, our employees are now able to perform everything in one system.”

DAIKIN

Start the digital transformation.

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

Forto

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

Clouds used: