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CRM SOLUTION SAP SALES CLOUD IN SWISS MECHANICAL ENGINEERING Support of field sales force and sales management

CRM SOLUTION SAP SALES CLOUD IN SWISS MECHANICAL ENGINEERING Support of field sales force and sales management

Walter Meier (manufacturing solutions) AG SUCCESS STORY OF A CUSTOMER PROJECT

To prepare its sales department for a secure future, Walter Meier was looking for an advanced CRM solution that can also be used on the move. This application was to be integrated into the SAP landscape and map the different business units. The greatest challenge within the project was data formatting. 

By setting up SAP Sales Cloud including rights system, ERP and Outlook integration, the sales managers now use a consistent and centrally managed system with improved data quality and clear responsibilities. 

INDUSTRY

Machine and tool trading

ENTERPRISE 

80 employees
Location: Schwerzenbach/Switzerland 

TARGET

CRM solution for field sales force and sales management in the area of sales and customer support

TECHNOLOGY

SAP Sales Cloud

CHALLENGES 

  • Missing reporting function in order to map a more differentiated classification of customers according to sales volumes and potentials 
  • Complex data processing in the form of lists created from backup files 
  • The Corona pandemic prevented physical meetings and training courses 
  • Internal expertise as a basis for checking and synchronizing data 
  • Target: CRM solution to support its field sales force and sales management in particular in the area of sales and customer support 

SOLUTION AND CUSTOMER BENEFITS 

  • Differentiated customer classification with nine customer segments 
  • A consistent and centrally managed system 
  • Improved data quality 
  • Clear responsibilities 
  • Optimized planning and control of field sales force activities 

Walter Meier (manufacturing solutions) AG 

Swiss precision with 80 years of tradition: Walter Meier supports customers on their way to ambitious manufacturing successes. With constant state-of-the-art know-how at all times and experience that has grown for decades. In this way, the mechanical engineering company finds the best solution irrespectively of technologies and manufacturers. In doing so, there is only one focus: requirements – from analyzing the customer’s needs and solution development to training courses and start-up of the machines. Since 1937, each step at Walter Meier fulfills a clear mission: the enterprise does not only want to fulfill its customers’ expectations, but exceed them by far.

A decisive step for the enterprise’s digital transformation SAP SALES CLOUD WITH ERP INTEGRATION

Even before implementing SAP Sales Cloud, SAP ERP was in use; however, in quotation and order creation, Excel lists were still used in part. For the CRM area, a separate software solution was available, which did no longer meet current requirements. The new CRM solution provides clear benefits: a consistent and centrally managed system, improved data quality and clear responsibilities. Even the differentiated customer classification with nine customer segments could be implemented as requested. The hardly dispensable, but also expensive field sales force activities can now be controlled in a much better way. 

“New developments and continuous improvements correspond to the spirit of the times. For us, it is the right system – with the right partner.” 

“New developments and continuous improvements correspond to the spirit of the times. For us, it is the right system – with the right partner.” 

We are looking forward to talking to you REQUEST PERSONAL CONSULTING

Julia Bezold
Specialized Sales CX

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