envelope icon



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.



  • 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


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.


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.


Salesforce by

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.”


Ready for the next project? Let’s talk!

Schedule a meeting Contact us

Other success stories

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

ship with load


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

Clouds used:

  • Sales Cloud
  • Pardot



Read the entire success story here


ProGlove Logo


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