ZPC Otmuchów boosts Sales processes thanks to Salesforce Sales Cloud and Tableau
ZPC Otmuchów S.A. is a leading manufacturer of confectionery and salty snacks for the B2B sector. Since 2010 the company has been listed on the Warsaw Stock Exchange, and for over 50 years it has been maintaining its leading position among manufacturers in the industry. ZPC Otmuchów S.A. partnered with Cloudity in order to streamline their offer creation and sales processes.
Tableau – click and learn more I ZPC Otmuchów Success Story
Challenges
no single price list for all products;
lack of consistent offering in one place;
no standardized design of offers;
lack of clear sales data;
no single source of truth – all information kept in different Excel files;
lack of a centralized reporting tool;
no consistent processes across all departments;
lack of internal communication;
business decisions based on gut feeling rather than insights from data;
Project scope
improvement of:
lead management – lead conversion, aggregation from various sources and their processing;
contact and account management – aggregation of company information and related contacts;
sales processes – the creation of two sales paths:one for import, second for export, with a single sales process for domestic and international offers;
case management – management of customer complaints in one place, including the approval process;
As well as:
creation of sales process staging – possible view of what stage each business opportunity is at and what revenue it brings at that stage;
unification of offer layout – from the different templates we have created one, which adjusts to the content of the offer;
Salesforce-Outlook integration – synchronization of accounts and leads;
Salesforce-SAP integration – it allows our customer to synchronize data between accounts, orders and invoices;
introduction of a “command center” to track the progress of sales and negotiations;
Tableau is now the single source of truth about company performance;
more insight-driven decision-making policy in the company, more certainty in business decisions;
reduced Time to Insight (TTI) due to the implementation of Tableau – no more Excel-based reporting.
Benefits
more efficient generation of offers thanks to standardized design;
Salesforce as one source of truth for sales reps;
ability to report on sales and complaint processes, budgeting and compiling reports into dashboards;
integration of Salesforce with the customer’s financial and accounting system;
automation of notifications for key account managers – e.g., alerts two weeks before the contract ends;
product and price book management – product prices with discounts in one place in Salesforce;
possibility to add product pictures in the price book in a simple way;
automated reporting thanks to Tableau, which allows our customer to track their data across different systems;
creation of two Tableau dashboards in order to track sales and product performance;
comprehensive Tableau workshops – the customer can now develop any dashboard they need.
Technology Industy I Avrios Success Story
Challenges
Project scope
Deliverables
Mirosław Pencak
Director of Process Development and IT
What does our client say?
“ We had an excellent experience working with Cloudity. They were willing to share their knowledge and experience, which helped us build internal competencies in the area of configuration and Apex. The project was completed on schedule, which does not happen often in IT projects “
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ZPC Otmuchów boosts Sales processes thanks to Salesforce Sales Cloud and Tableau
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Instant increase in Sales thanks to Tableau
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Sources: Average percentage improvements reported by Salesforce customers. Salesforce Customer Success Survey conducted from 2017-2019. Survey respondents were 3,384 Salesforce customers randomly selected. FY21 Success Metrics Pulse Survey conducted in 2020 amongst 3,177 customers, randomly selected. Response sizes per question vary.
Kamil Adamczyk
Product Owner & Business Consultant
#myStory
At Cloudity, I work as a product owner, consultant and business analyst, and also participate in sales processes. Currently I work with companies from the enterprise segment, but I also have experience with SMBs. When it comes to Salesforce, I am very familiar with Sales Cloud, Service Cloud, Community Cloud, Salesforce CPQ and Einstein Analytics. I’m currently learning and working with Salesforce applications in the field of e-commerce. I’m a graduate of the Warsaw School of Economics, majoring in Quantitative Methods in Economics and Information Systems, and I use the knowledge gained during my studies in my daily work.
I have many interests, but art is my passion. For ten years I’ve been painting, sketching, working with graphic design and photography – usually modern forms. I often visit museums and art galleries. It gives me great pleasure and, in addition, it helps me slow down for a moment, free my creativity and stimulate my thinking. You can’t deny that this translates into my work – with an open mind full of ideas, it’s easier to find non-standard solutions and deal with the daily challenges at Cloudity.
Whatever you do – if you have the ambition to reach a higher level – you need to go beyond the boundaries and the status quo. Both while standing in front of the canvas and preparing for important workshops or presentations, I don’t feel fear, but excitement. I know all you have to do is take action and do your best.
Passion has taught me to be persistent, persistent in pursuing my goals and being realistic about my skills. The awareness of limitations allows you to exceed them and develop both privately and professionally. Stress? It cannot be denied that interesting and responsible work brings the occasional tension. The trick, however, is for stress to mobilize, not restrict movement.
I really appreciate honest contact with another person. I am glad that in the company I am surrounded by, specific and open-minded people who inspire me to act and cross new boundaries on a daily basis. I can always count on support here! I also try to share knowledge, motivate others and help team members when I see that they encounter obstacles.
Marketing Automation
Salesforce Marketing Cloud allows you to create and automate omnichannel campaigns. Be it email, push, WhatsApp, SMS, and more! This powerful Salesforce platform-powered marketing hub allows you to plan specific activities, measure their effects and make optimizations if necessary. What’s more, Marketing Cloud will automatically choose the best time and channel to approach your customers, according to their preferred form of brand interaction. Salesforce Marketing Cloud is the second-biggest email sending platform on the internet, so deliverability and scalability are not a challenge!
Increase Productivity
The CRM developed by Salesforce is fully mobile. Cloud technology allows you to use Sales Cloud on every computer, tablet, or smartphone.
The application lets you define and design any process easily and quickly, which will streamline information flow. Put file synchronization and sharing as well as Office package integration at the forefront and allow your team to be more productive.
Acquire New Customers
Sales Cloud will make conversion rates grow, and you will acquire new customers. Additional marketing automation tools (such as Salesforce Pardot) will let you create effective online campaigns, and all data will be retained for the future so that you have a 360-degree view of each of your partners.
Achieve Better Results
With Sales Cloud, you can comfortably manage relationships with your customers by collecting all the necessary information about them in one place. Conduct personalized sales campaigns and respond promptly whenever someone is interested in your product.
Store all necessary files and information in Chatter – a real-time collaboration application from Salesforce – and get sales success faster than ever before.
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Employment decisions are always discussed with managers based on your skills, engagement, experience, communication and cultural fit. This is the time to discuss the details of employment and the next steps of the onboarding process.
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Then you will present it to our managers. This helps us to evaluate your skills and you’ll also become familiar with the scope of the role.
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Also this is time for you to ask any question you may have
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You can easily analyze both historical and current data presented in clear panels (Dashboards).
Salesforce has also taken care of sales forecasts, which you will also generate easily.
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Data-driven insights are crucial for decision-making on every level in an organization.
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Instead of having several tools and fragmented databases for your marketers’ needs, choose one super-efficient tool: Salesforce Marketing Cloud. Imagine having all the necessary client data in one easily accessible and user-friendly solution, letting you leverage the knowledge across all channels.
These are just a few of the advantages of Salesforce Marketing Cloud. There is much more to this tool. We encourage you to watch the clip below.
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Plan each stage of your customer’s journey with your brand. From the moment they come into contact with your product, provide them with a unique experience to ensure their satisfaction and build trust and loyalty. With Marketing Cloud, you can easily create a visual representation of your customers’ journeys that your team can implement.
Interaction Studio lets you react in real time and adjust the look of your webpage for the customer: from basic things like product recommendations to the whole visual layout and copy, possibilities are endless.
360-degree view of each and every customer
To succeed in today’s business, you need to know your customers inside out. Marketing Cloud suite lets you draw conclusions about their behavior before, during, and after the purchasing process, and with the help of Salesforce’s artificial intelligence called Einstein AI, you will be able to anticipate their needs and react to their subsequent moves. Use the data collected by Marketing Cloud to build strong and lasting relationships with customers with a personalized offer.
Real-time personalization
The real power of Interaction Studio is that it allows you to personalize your marketing message at each touchpoint in real time. In this case, real-time means that this Salesforce tool only needs 30 milliseconds to review the data of a given customer, analyze it and provide them with appropriate recommendations. This allows you to engage your audience as they prefer and at the right time.
Test your actions and analyze the results
Regardless of which channel you use, Interaction Studio allows you to compare and optimize customers’ experiences through A/B testing, so you can maximize their engagement and ensure you are meeting the specific business goals of your campaign. Easily segment your audiences to compare the engagement of each customer group. Use all the data collected to predict the future results of your campaigns.
Engage Customers in multiple channels
Thanks to Interaction Studio, you can meet your customers in their preferred channel and lead them along the best possible path. Track your customers’ behavior and trigger messages using the Interaction Studio mobile app. Additionally, this Salesforce product allows you to combine your customers’ online and offline experiences and communicate with them to ensure a smooth, relevant, and timely experience.
Optimize campaigns with AI
Segment your audience in real-time and use AI to provide contextual customer experiences and drive them to action. Use Einstein AI for recommendations of the most relevant content, products, or categories, and stay in control of the entire process – with your business rules in mind, you can customize and adjust the algorithms of your personalization strategies.
Know what the customers want and need
Identify your customers and understand their needs – you’ll be able to recommend the perfect product to them using machine learning. What else? Monitor customer behavior in digital and offline channels to truly understand what they expect from your brand. In addition, organize customer surveys to get useful, first-hand information, and enter attribute/transaction data from a variety of sources to get a clear picture of your marketing efforts.
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Uncoordinated Data Analytics processes
Teams work with data in an uncoordinated way.
There are no defined processes of data analytics.
There are some reports updated regularly, but most of the analyses are ad-hoc.
Lack of Data for Comprehensive Data Analytics
Data sources are almost never collected and stored for analytics.
Data is collected manually often with significant errors.
People argue which data is correct.
Decisions are based on gut feeling.
We change the way you think of traditional business intelligence analytics – for your convenience and faster, better, more accurate data insights. We help you get more people involved in self-service analytics with ease.
Usually, few Data Producers create content and complex meta-data layers and several times more Data Consumers that send requests for specific information. Many requests overload producers’ capability, and they usually lack time. Our Self-Service Analytics model is based on including a third group of data users – Citizen Analysts.
There are mostly managers, directors whose main responsibility is to drive business development and manage daily business processes. They need information every day, so we offer them the possibility of exploring trusted data and answering their own questions faster and easier.
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Manage, Integrate and Clean Data Sources, Prepare Data Flows, and Create Analytical Visualisations, and support the development of a powerful suite of products that provide your end-to-end analytics workflow.
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First Call
A recruiter will make the first call and get to know your motivations, expectations and preferences.
First Meeting With Manager
The manager will explain the role and responsibilities, describe projects and check your cultural fit to the team.
Recruitment tasks
You will receive a case study depending on the role you apply for. If it is a business position you will receive a business case based on our daily basis work.
Then you will present it to our managers.
Final Decision
Within a few days the recruiter will come back to you with a decision.
Employment decisions are always discussed with managers based on your skills, engagement, experience, communication and cultural fit. This is the time to discuss details of the above.
Eryk benefitted from the implementation of salesforce and the platform’s further development thanks to the:
– Acceleration of resource allocation processes.
– Higher quality of documentation that was created with less effort.
– A 360-degree view of the company’s finances.
The key to success was the underpinning trust. eryk’s project managers appreciated our approach and flexible way of work.
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CV Screening
We make an initial assessment of your stills, experience and areas of expertise.
Agata Włódarczak
Business Consultant
#myStory
At Cloudity, I am responsible for SMB projects – from concept creation to system configuration and giving all functionality to the user. The Skyforce team I belong to is made up of free electron consultants, each responsible for their own area.
Recently, I devoted most of my time to CSR. I coordinate the CSR program in Cloudity, thanks to which we could join Pledge 1% and become a partner of Salesforce.org. I also lead the pro bono implementations of this platform for nonprofits, and I successfully accomplished our first project for NGOs – Salesforce implementation in the Polish Institute of Philanthropy.
Although in the team we use each other’s knowledge and experience, to a large extent we work independently. It is similar in my “second”, sports life, which is why the working mode in Cloudity suits me very well. Features that are useful to me when training for a triathlon, such as hard work and persistence, have a perfect impact on my professional path.
In a triathlon and in the work of a consultant, I set myself goals that I pursue despite ongoing adversities. In both situations, I am responsible for my result, from start to finish. The difference, however, is that I don’t race against anyone in Cloudity!
My dad infected me with this passion, when he enrolled me years ago for a competition in which he planned to start himself. I can’t boast of the result, but it was the beginning of a beautiful adventure that continues today. Currently, the triathlon consumes practically all my free time, but I would not trade it for anything else! Thanks to him, I met many amazing people with whom I love to spend time with, not only during training and competitions.
So far, I have completed more than 25 triathlons – from sprint to half-Ironman. One of my greatest achievements was qualifying for the Ironman 70.3 World Championship, which was held last year in South Africa. I am currently preparing to qualify for the World Cup in New Zealand – the first attempt is coming soon!
Marcin J. Wieloch
Business Consultant
#myStory
I am a Business Consultant in the Skyforce team, which mainly serves companies from the SMB sector. Each of us is responsible for the relationship with a specific client, but if necessary, we support each other according to the principle “one for all, all for one”. We are a team of consultants, but programmers from other teams are happy to help us.
I am passionate about history, in particular the period of World War II. I try to get to know this era on many levels – I read books, analyze photos and collect equipment and everyday objects. I also take part in historical reconstructions – together with my friends we recreate the events of 1944–45, playing the role of soldiers of the famous American 101st Airborne Division. During thematic events and anniversary celebrations throughout Europe, we try to recreate the events from several dozen years ago with the greatest possible accuracy and interest people observing our historical reconstructions.
As an elementary school student, I was given a lexicon of World War II and then I became fascinated with the history of this great, tragic conflict. Since then, I have been exploring this topic and keep finding out something new! In order to prepare well for the reconstruction or even track down the object that interests me, I have to spend a lot of free time – perseverance and strong motivation are therefore a necessity.
The above features help me in my daily work as a consultant. What’s more, historical reconstruction gives me a chance to put myself into the situation of another human being. Of course, there is no way that I would feel like a soldier under fire, but a long winter night spent in the forest allows me to appreciate what I have and gain respect for the other person and what they’ve been through.
Empathy helps me in my daily relationships with clients, each of whom has a story and expectations. Historical reconstruction is a kind of training ground where I increase my competencies and become a better person, and thus – a better consultant at Cloudity.
Małgorzata Dziewińska
Senior Salesforce Consultant & Team Leader
#myStory
I have been working at Cloudity almost from the very beginning – I still remember the first office where we all sat in one small room. At Cloudity, I deal with business analysis, implementations in the areas of Sales Cloud, Service Cloud and Community Cloud, and lead projects. I am also a scrum master of my team and I’m developing towards project management.
For years I have been fascinated by Sweden – its culture and language, which I learn intensively. Interestingly, the first foreign client of Cloudity was a company from Sweden. It started with the fact that as a little girl I was engrossed in “The Children of Bullerbyn” and delighted by Swedish traditions. Later, I discovered Stieg Larsson and many other Swedish crime writers, but to be honest, I was fascinated more than the stories themselves by the details of Sweden’s culture and tradition, and the descriptions of the cities in which the action took place.
I had the pleasure of living in Stockholm during my student exchange. I would love to go back to this city more often – it is really special! I love the sound of Swedish and I strive to communicate fluently in the language.
Both when studying and working professionally, I use the ability to organize my time and plan my tasks. In science and at work, regularity, good organization and a certain kind of self-denial are essential. Reasonable time planning helps me combine my duties with pleasure, thanks to which I have a balance on both levels.
I believe that in some time my passion will have an even greater impact on my work at Cloudity – I hope that when I speak fluent Swedish, I will be in Sweden regularly to support our team in Stockholm!
Aneta Włoch
Project Manager & Senior Consultant
#myStory
At Cloudity, I support clients from the enterprise sector – including a world-famous beer producer. I work in an amazing atmosphere, with helpful and ambitious people, I carry out complex tasks and coordinate various projects – all this makes me develop and break my barriers.
Hard work is fun, but sometimes I need a break from everything. Then I run – in the city, in the mountains, wherever I am – and for some time I have been heavily involved in triathlon. “Normal” running had become too routine for me and I felt that I had to go, actually run, a step further. I am a long-distance runner, so the natural course of things was to increase the distance covered. Exercise clears your mind like nothing and allows you to reset. It’s time for me only and then I can take care of my relationship with myself.
I started running a few years ago – while staying at my family home, I went jogging with my brother and… I loved running! My brother runs marathons and has been very supportive of me since the beginning of my running path.
I like to set goals for myself, regardless of whether it will be a race start or learning about a new functionality in Salesforce. Even though I race with others during competitions, my overriding goal is to become a better version of myself on a personal and professional level. Doing a triathlon teaches humility and requires wise planning. It comes in handy at Cloudity when I work on big projects and I have to put together many elements for my team to be successful.
I like to take up challenges – the harder it is, the better! An open head and unconventional and creative thinking are very important in my work, because every day I prepare tailor-made solutions for large, demanding clients. And nothing opens your head and boosts your creativity like solid exercise!
Jakub Kalke
Solution Architect
#myStory
I work with clients at all stages – sales, analysis, concept, implementation and maintenance. I deal with the development of the department that’s responsible for the maintenance and development of Salesforce functionality after the implementation stage. I specialize in servicing Service Cloud and App Cloud. My long-term goal is to become a Certified Technical Architect.
In order to implement my career plans, I have to keep learning new things, which I really like. The willingness to learn is also useful in my spare time, when I fulfill my passion. It is dance – mainly Cuban salsa, rueda de casino and sometimes bachata.
Everything that is new and that I do not know yet seems attractive to me – so it was with dance. In my first year of studies in PE I went to Brazilian samba and that’s how it started. I tried ballroom dancing, but only when I got to know Cuban Salsa I knew there was no turning back! At my most intense time, I was able to attend ten hours of classes and two dance parties a week.
Dancing gives me a lot of endorphins, and that has a direct impact on the way I work. Moreover, at work and in dance, the ability to make decisions and react to changing environmental conditions is very important. The situation can change quickly – both on the trading floor and in business, and then there is no time for deliberations, you just have to act!
Recently, I have been spending more and more time learning new things in Salesforce, but dance is my number one stepping stone. It allows me to distance myself from everything and get really tired physically – it’s important if you work mentally every day!
CV Screening
We make an initial assessment of your skills, interests, experience and academic achievements to be sure that your profile matches our expectations and our company could be a good place for you.
First Call (Initial Screening)
Recruiters make a first call to understand your motivation, get an initial impression about who you are, get some more details about your experience and tell you more about the role and Cloudity.
Now is also the time to answer your questions and give you an overview about next steps.
First Meeting With Manager
The manager will explain the role and responsibilities, describe projects and check your technical skills and cultural fit into the team.
Also this is time for you to ask any question you may have
Recruitment Task
You will receive a business case consisting in a Salesforce configuration to prepare within a few days.
Then you will present it to our managers. This helps us to evaluate your skills and you’ll also become familiar with the scope of the role.
Final Decision
Within a few days the recruiter will come back to you with a decision.
Employment decisions are always discussed with managers based on your skills, engagement, experience, communication and cultural fit. This is the time to discuss the details of employment and the next steps of the onboarding process.
CV Screening
We make an initial assessment of your skills, experience and area of interests.
Devskiller Test
We evaluate your technical skills and basic understanding of object-oriented programming.
First Call
Our recruiter makes an initial call to understand your motivations, get an initial impression about who you are, some more details about your experience and tell you more about the role and Cloudity.
There is ample time to answer your questions and give you an overview about the next steps.
Meeting the Manager
The next step is an interview with your manager.
They will explain the role and responsibilities, describe projects and check your technical skills and cultural fit to the team. You’re also able to ask any other questions you may have.
Final Decision
Within a few days, the recruiter will come back to you with an Offer or letter of rejection with an explanation.
Employment decisions are always discussed with managers based on your skills, engagement, experience, communication and cultural fit.
At this point you can ask more questions about the next steps of the onboarding process.
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