Maritech is a fast-growing provider of innovative software and IoT solutions for companies in the seafood and logistics industry. The company has a worldwide network of locations, partners, and customers, with its offices in Norway, North America, Iceland and Chile.
legacy CRM was not fit for their business processes no tool configured for their work model;
no ability to work on leads – the whole lead process was not defined; limited reporting capabilities, lack of detail regarding:
closed business opportunities (revenue, product group), onboarding process – limited visibility on projects (statuses, phases, quantity in a given market, etc.);
lack of integration between marketing and CRM.
Project scope
preparing the org for future Revenue Cloud iimplementation;
implementation of a customized Salesforce Sales
Cloud platform (Lead, Opportunity, Account,
Forecasting, Reports & Dashboards, Sales Productivity, Data Migration);
integration with SalesScreen;
integration with HubSpot;
integration with Outlook.
Benefits
360-degree view on the client, structured customer journey – the tool allowing effective management of customers and visibility on the full process;
clear, customized reporting, possibility to create new reports;
flawless information flow between systems (Sales Cloud, HubSpot, SalesScreen);
time-saving on manual activities such as entering information separately into several systems;
a scalable system, fully prepared for expansion into other markets with all the processes defined and implementation of Salesforce CPQ
The Cloudity Team was very efficient, structured, and easy to communicate with.
