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.
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
Benefits
Standardized and simplified processes in the company
Ability to create a Request for Quoting in Salesforce and publish it to the Orderfox.com 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
Orderfox.com integration with Salesforce, so sales people can work in one system (Salesforce)
