Success Story

Schöffel: Digital field service

Ein Mann lächelt beim Wandern

Overview in 30 seconds

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About the project

Holistic processes in the cloud and an offline application for the field sales force. Orders, contract signings and delivery process from one user-friendly system.

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Requirements

  • Uniform information platform for customer, product and sales data

  • Mobile and offline availability

  • Connectivity between CRM and ERP systems throughout the ordering process

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Customer benefits

  • Easy documentation of sales and customer activities

  • Recording of orders with automatic forwarding to logistics

  • Sales automation for visit reports and task distribution

About the project

Why Salesforce & Salesfive

With over 200 employees, the Schöffel Group is one of the leading companies for outdoor and ski clothing in the German-speaking region. Digitization is part of the strategy - so the next step should be to digitize sales.

With flexible solutions and open interfaces, Salesforce is the right system for Schöffel - Salesfive with development experts and the right solution paths is the perfect partner.

Eine Frau ruht sich an der Spitze von einem Berg aus

Salesforce by Salesfive: Our solution

  • Implementation of the Sales Cloud

  • Integration of the ERP system and the PIM database

  • Development of the B2B order mask

  • Reporting and dashboards

  • Roles and rights system

  • Possibility of product evaluation / feedback by sales staff

The advantages for Schöffel:

  • Increasing the completion rate

  • Faster processing of the sale

  • Increased efficiency through automation

  • Reduction of the error rate for orders

  • Simplification of the feedback process between sales and product development

That's according to Markus Baumann, Director Sales Operations, Schöffel:

Innovation is part of our tradition. In this context, digitalization is an essential part of our strategy. Thanks to the partnership with Salesfive, we are once again taking an important step forward, also in the interests of our customers.

Success stories start at this point

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