Bären Company International (formerly Kalfany Süße Werbung GmbH) is an established German confectionery manufacturer specializing in branded and customized promotional sweets. The company produces premium confectionery for domestic and international markets, distributing through B2B retail partners as well as direct commercial channels in the manufacturing sector.
Industries
Services
Low Adoption Post Initial Rollout: The previous implementation partner failed to complete the Salesforce deployment effectively, resulting in poor user adoption and stalled sales workflows.
Legacy Data Siloes (“iFive”): Core customer management had relied for more than two decades on an internal legacy database dating back to the 1990s.
Error-Prone Manual Procedures: Data had to be manually exported into Excel spreadsheets for segmentation and lead tracking, creating operational duplicates, inconsistencies, and high administrative overhead.
Time-Critical Delivery Pressure: The CRM modernization project had to be rescued, restructured, and taken live within a strict 6- to 8-week timeline while the company was undergoing a physical site relocation.
Salesforce Implementation Turnaround: Swift takeover of the existing instance followed by a structured rollout to rescue and stabilize the platform within 6 to 8 weeks.
Legacy Data Migration: Comprehensive cleansing, reformatting, and migration of historical customer records from the 20+ year-old “iFive” system into Salesforce.
Bidirectional SAP & Salesforce Integration: Establishing a reliable dual-way interface between SAP (ERP) and Salesforce (CRM) to synchronize master customer data and quote workflows.
Quote & Contract PDF Automation: Designing dynamic document templates in Salesforce to generate customer proposals and contracts automatically.
Process Alignment & End-User Enablement: Structuring tailored business workflows and training non-technical staff to transition smoothly from legacy manual habits to standard CRM processes.
Managed Support Services & Governance: Implementing transparent ticket and budget management via Jira for continuous platform diagnostics, health checks, and change management.
Unified 360-Degree Customer View: Eliminated isolated spreadsheets and paper tracking by centralizing all lead funnel tracking, account records, and segmentation inside Salesforce.
Automated Data Flows Without Media Breaks: An active interface between SAP and Salesforce removed manual exports and drastically reduced data discrepancies.
Accelerated Sales Cycles: Standardized 1-click quote and contract generation shortened response times for sales teams.
Full Pipeline Transparency: Complete visibility into the lead pipeline and real-time capture capabilities during industry events and trade shows.
Predictable Budget & Governance: Clear milestone tracking and Jira-based budget transparency, alongside empowering the internal IT team to run basic diagnostics independently.
Scalable Digital Foundation: A modern, integrated CRM and ERP architecture ready to support sustainable long-term growth and digital transformation.
Peter Kaspar
What it unlocked
