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Orderfox standardizes and simplifies all processes with Salesforce Sales Cloud

Orderfox is a Swiss company that offers a digital marketplace for the CNC industry helping companies find the best-fit contractors to meet their requirements. 

Sales Cloud – click and learn more  I  Orderfox Success Story



legacy CRM tool not flexible and mature enough to meet Orderfox’s CRM and process orchestration needs - poor quality of lead data and lack of effective mechanisms such as validation rules;
lack of adequate data storage application to enable future development using artificial intelligence algorithms;
no single source of truth, a complete repository with up-to-date contact and contractual information for sales partners;
no room to improve collaboration across sales, marketing, and customer success teams.


Project scope

implementing highly tailored and customized Salesforce Sales Cloud;
setting up data validation and automation to accelerate sales processes;
providing extended integration between Salesforce and the Orderfox platform and the Orderfox website to orchestrate processes and reduce manual steps;
synchronizing marketing data between the legacy CRM and Salesforce.



standardized and simplified processes in the company;
ability to create a Request for Quoting in Salesforce and publish it to the platform with a single click;
enabling KPI tracking that gives Orderfox a clear pipeline overview and visibility into sales forecasts;
enabling KPI tracking that gives Orderfox a clear pipeline overview and visibility into sales forecasts; integration with Salesforce, so sales people can work in one system (Salesforce);

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Technology Industy  I  Avrios Success Story


  • 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.


  • 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.

Wouter Hendriks

Head of Revenue Operations

What does our client say?

Cloudity proved to be very agile and pragmatic, which allowed them to run efficient and effective project management in a fast-changing environment. I recommend partnering with Cloudity!