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Salesforce drives Hoffmann + Krippner’s business forward

Hoffmann + Krippner is a German producer of high-end products such as membrane switches, potentiometers, sensors, or medical keyboards.

Sales Cloud – click and learn more  I  Hoffmann + Krippner Success Story

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Challenges

no reliable, fully customizable CRM to manage a complex product tree;
no connection between separate departments;
siloed data within different systems;
insufficient transparency of sales processes.

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Project scope

Sales Cloud advisory and implementation;
Pardot advisory and implementation;
integrations with Infor ERP, ELO CMS and MS Outlook;
customized solutions for Project Management and Procurement;
constant Support & Development.

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Benefits

full transparency of sales processes;
efficient CRM adjusted to the customer's needs;
instant reporting;
integration with ERP & mailbox;
streamlined communication.
elimination of unnecessary spreadsheets & siloed data;

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Challenges

  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.

Deliverables

  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Ralf Krippner

Chief Executive Officer

What does our client say?

It's hard to find reliable partners for our digitization strategy, with a hands-on approach and the resources, flexibility, and expertise needed. Cloudity is an excellent partner in consulting and implementing company-wide processes covering the whole IT infrastructure.