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A well-designed CRM gives a complete picture of the sales process, allowing the team to focus on building relationships and following up on leads. But how do you set up a CRM properly? Ditch Witch Benelux, importer of machinery for underground infrastructure, recognised that they could get more out of Salesforce if the data was cleaned up and the platform was easier to use. By cleaning up the dataset, adapting Salesforce to their work processes and automating frequently performed operations, Sales Cloud is now used again as their reliable and primary CRM.
Ideally, your CRM would consist of only relevant data. But this is easier said than done. In practice, data contamination over a long period of time is almost impossible to avoid. Even in Ditch Witch Benelux's CRM, not all information was relevant anymore. We cleaned up their Salesforce by removing unused data and taking a fresh look at the fields and objects used. Based on this, we rearranged the CRM. By removing irrelevant objects, the focus is now on the part of Salesforce that is used the most. This puts key functionalities back at our fingertips and ensures that Salesforce quickly provides Ditch Witch's employees with reliable insights.
Automations speed up the sales process, as you no longer have to do certain tasks yourself or the CRM tells you what your next task is. Ditch Witch Benelux saw that there were still opportunities to use automation to speed up the sales process. So we made it possible to create quotations quickly in Salesforce. Creating quotations automatically in Salesforce, with data that is already present, prevents errors caused by manual actions and saves time. This way, the sales team can always focus on their most important tasks.
- You can automate multiple forms of customer contact. Because what do you do when it's someone's birthday? Right, you congratulate them! And you don't want to forget that. Not even your customers. Ditch Witch Benelux wants to go that extra mile and congratulate customers at important moments. That is why we have set up an automatic reminder for when it is someone's birthday. -
Are you meeting interesting contacts or potential customers? Then you prefer to leave your contact details as easily as possible. By scanning a QR code, Ditch Witch Benelux is now in the contact list of new contacts with just one scan. We designed a digital business card for Ditch Witch with a QR code, available in the personal Salesforce account of everyone in the sales team. When the code is scanned, the team member's details are automatically saved in the scanner's contact list.
"GoSoniq has helped us super with setting up Sales Cloud optimally! Thanks to them, we now use a lot more functionalities and Salesforce is a lot friendlier to use. I really recommend the collaboration. GoSoniq's approach is very approachable, personal and easy to work with.“
- Joost Mulder | Sales Manager Ditch Witch Benelux
A clean and user-friendly CRM that automatically performs operations for you. That's how a well-designed CRM should work. With a cleaned-up CRM, Ditch Witch Benelux can now quickly find reliable information in Salesforce again. The sales team can focus on important things because quotations can be created quickly and no longer have to think about a customer's birthday themselves. And leaving contact details? That's now a piece of cake thanks to the digital business card.
What next? Optimisations obviously only work if the team knows how to use it. This is why we took the Ditch Witch Benelux team through Salesforce and showed them how the platform now works. With full insight into all functionalities and the new Sales Cloud layout, the team is ready for active and optimal use. And in case of questions? Ditch Witch is just a phone call away with support from our consultants. Because whatever your question, with us you will always receive professional support immediately to help you move forward.
Ditch Witch Benelux
Ditch Witch Benelux is the exclusive importer of Ditch Witch equipment and others for Belgium, the Netherlands and Luxembourg. Ditch Witch designs, produces and sells the most complete line of machines and equipment for laying underground infrastructure such as water, sewer and gas pipes, telecommunications, CATV and fibre optics. From their offices in Belgium and the Netherlands, Ditch Witch delivers customised machines, listening to the customer's needs. For more information, please visit Ditchwitch.co.uk.