Salesforce Implementation for a Coffee Supplier

Industry

Consumer Goods

Products

Sales Cloud

Service

Implementation

Customer

The Customer, based in Southern Europe, provides high-quality coffee, consumables, and equipment for the café industry.

Challenge

Before partnering with ENWAY, the Customer relied on spreadsheets and pivot tables to manage its sales and reporting processes. This approach limited efficiency and made it challenging to manage leads, track sales opportunities, and generate insightful reports.

The company sought a comprehensive solution to streamline its sales processes and automate reporting with tailored dashboards that would meet its specific needs.

Solution

Through ENWAY’s Quickstart Sales Cloud Implementation, the following solutions were delivered:

Initial Sales Cloud Setup: Configured to meet the Customer’s unique requirements.
Customized Sales Process: Fully mapped sales workflows, from lead management to closing opportunities, including custom lead statuses tailored to the Customer’s business.
Data Management: Added Objects for tracking products and equipment, ensuring data storage for sold items and installed assets.
Quoting Process: Developed a streamlined quoting feature with the ability to generate and send PDF quotes directly to customers.
Post-Sale Case Creation: Enabled automatic creation of training and installation cases upon closing sales. Read more about service process implementation for the Customer here.
Automated Reporting: Replaced pivot tables with dynamic dashboards and reports, offering real-time metrics and insights for sales and service teams.

Results

As a result of Salesforce implementation, the company is better equipped to scale its business and deliver exceptional service to its customers.

All data, including customer information and products, is centralized, simplifying management. Understandable and transparent sales processes saved time and allowed the team to focus on selling, while automated reporting enhanced insights and decision-making.