Case studies

PartyDeco

PartyDeco is one of the largest manufacturers of party decorations in Europe. The company offers over 5,000 unique products, which it ships to over 70 countries worldwide.

+ 350 employees/users

Industries

Services

Challenges

The need to implement processes that activate potential customers with a 360-degree view of the sales process
Streamlining lead handling and sales processes, improving information flow
Streamlining reporting for more accurate performance assessment.

Project scope

Salesforce Sales Cloud implementation:

Lead handling process (Opportunity Account): from registration to purchase
Customer account handling processes with their unification for better visibility of sales status
Existing customer handling processes – customer activation and step-by-step process for the salesperson
Automated sales tracking process (moving away from spreadsheets)
Account scoring process based on the customer’s purchase history – easier selection of the target group

Benefits

Easy reporting for salespeople and management
All data is stored in one system
360-degree view of each customer
Transparent sales reports;
The system reminds salespeople about various necessary customer-related actions
Thanks to automation, a few clicks are enough to handle multi-stage or difficult processes.

The project ran smoothly and was completed on time, which was a huge achievement. Cloudity rose to the occasion! The company was well prepared, and the consultants were very patient and, importantly, spoke a language that business professionals understand.