Source: Pavatex SA

CRM system evaluation & implementation of Salesforce®

As a neutral consulting fi rm, ec4u supported Pavatex to analyze and document business processes and select the right CRM system.

ec4u was also charged with implementing the selected Salesforce® CRM System (Salesforce Sales Cloud®).

www.pavatex.com

Case Study | Customer: Pavatex SA

The customerPavatex manufactures high-grade wood fi ber insula-tion systems for the building envelope. With a staff count of about 200, Pavatex generates revenues of around CHF 100 million in Europe and other countries.

Customer benefi ts In-depth understanding of customer processes

The right CRM system for Pavatex

Rapid implementation of the Salesforce Sales Cloud®

Highly satisfi ed users

Services Develop a CRM strategy

Analyze processes and identify requirements

Neutral advice for selecting a CRM system

Implement Salesforce Sales Cloud®

Early in 2014, Pavatex decided to standardize its sales processes and set up a supportive CRM system.

ec4u’s strategy and expert consulting services unit worked with Pavatex to develop a CRM strategy in concert with the corporate goals, and establish measures to achieve the CRM goals.

Simultaneously, our experts worked with the relevant departments to identify CRM processes and document TARGET processes, based on ec4u methods. ec4u derived the technical requirements from these TARGET processes, and worked with the project team and IT department to determine non-functional and common requirements.

ec4u actively assisted Pavatex to issue tenders for CRM software and evaluate the proposals. The Sales-force Sales Cloud® was the preferred choice.

ec4u also partnered with Pavatex to apply its Sales-force® consulting expertise for subsequent implemen-tation of the Salesforce Sales Cloud®.

ec4u assisted Pavatex with its CRM project, right from day oneec4u assumed overall responsibility for implemen-ting the Salesforce® system at Pavatex. This included adapting the system, design & review workshops with key users and management, data migration, interfaces to ERP, integration of MS Outlook, CTI, key user training, reports & dashboards, testing, setting up the Salesforce1 app on iPads and iPhones, and Salesforce Chatter™.

ec4u expert consulting (schweiz) ag | Chaltenbodenstrasse 16 | 8834 Schindellegi | Tel +41 (0) 44 87 444-78 | Fax +41 (0) 44 87 444-77 | info@ec4u.ch | www.ec4u.ch

Case Study | Customer: Pavatex SA

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The project As a neutral consulting fi rm, ec4u helped Pavatex analyze and document business processes and select the right CRM system. ec4u also implemented the selected Salesforce® CRM System.

“ec4u is an extremely competent fi rm. We have no hesitation whatsoever in recommending ec4u. We are truly impressed with the performance: the Salesforce system was implemented without a hitch, teamwork was very constructive, and all our targets were fully achieved.”

Nadja Riedweg, Department Head Communications & CRM

The monitor shows reports & dashboards of Salesforce Sales Cloud ®

The tablet shows Salesforce Chatter™