Business Summary
Bode – Die Tür GmbH is a specialised manufacturer of door systems and operates internationally across several business areas. As the company grew and its projects became more complex, its legacy CRM solution could no longer keep pace with its requirements.
Together with dotSource, Bode introduced Salesforce Sales Cloud as a central platform for sales and project management. This established standardised data structures, transparent processes and a robust foundation for further growth and more efficient collaboration in sales.
Client | Bode – Die Tür GmbH |
Industry | Machinery & Engineering |
Technology | Salesforce Sales Cloud |
Focus | Customer Relationship Management |
This Is How BODE Benefits From a Central CRM System Based on Salesforce Sales Cloud
for clear responsibilities and less coordination effort
through centralised documentation of all customer and project data
thanks to standardised processes and clearly defined workflows
with relevant data directly available in Salesforce Sales Cloud
based on a future-proof, scalable CRM platform
Project Overview
About BODE
Bode – Die Tür GmbH has been manufacturing high-quality door systems for a wide range of applications for many years.
With several business divisions, the company addresses different market segments and supports its customers throughout the entire project lifecycle.
Individual consultation, technical expertise and reliable project execution play a central role in this.
Initial Situation
Bode had been using a legacy existing CRM solution that increasingly no longer met the requirements for transparency, scalability and centralised data management. Information was scattered, responsibilities were difficult to define consistently, and coordination between teams was time-consuming. Bode therefore needed a modern platform that would structure its sales processes clearly and make data centrally available.
Challenges
The implementation of Salesforce Sales Cloud took place in parallel with ongoing business operations and affected several business areas with different requirements. Existing processes needed to be documented, assessed and translated into standardised workflows.
At the same time, all relevant data had to be migrated in a structured way, and employees needed to be enabled to work with the new system.
Structured Approach to the New CRM: Implementing Salesforce Sales Cloud
Vision and requirements
Bode and dotSource jointly defined their shared vision for the future processes and system landscape.
Existing sales processes
The relevant processes in sales and project management were analysed in detail. This made it possible to map suitable workflows in the new CRM system.
Structured data model
Based on the requirements, a consistent data model for customer, project and sales information was created. This ensures transparency and data reusability.
Data migration to the new CRM
Existing CRM data was cleaned up, structured and migrated to the new platform. This enabled the teams to work quickly with up-to-date information in the new system.
Enablement of employees
Targeted training empowered users in their use of Salesforce Sales Cloud. This increased acceptance of the system and facilitated the transition to regular operation.
Centralised CRM as the Basis for Transparent and Scalable Sales Processes
With the introduction of Salesforce Sales Cloud, Bode now has a central platform that provides a clear view of sales data, projects and responsibilities. Standardised processes and a structured data model make collaboration in sales easier and create a solid foundation for further growth. The clear system architecture and targeted enablement of employees ensure the sustainable benefits of the new CRM system in day-to-day business.
Take the Next Step and Benefit From
- Standardised view of customer and sales data for better-informed decisions
- Clearly defined processes and workflows for efficient collaboration in sales
- Scalable system architecture as the basis for future growth
- Improved data quality through consistent structures and centralised data maintenance
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