{"id":44618,"date":"2022-05-03T14:59:38","date_gmt":"2022-05-03T12:59:38","guid":{"rendered":"https:\/\/www.c-a-s.de\/portfolio-items\/simple-system-gmbh-co-kg-salesforce-implementation\/"},"modified":"2026-11-09T16:27:53","modified_gmt":"2026-11-09T15:27:53","slug":"simple-system-gmbh-co-kg-salesforce-implementation","status":"publish","type":"avada_portfolio","link":"https:\/\/www.c-a-s.de\/en\/portfolio-items\/simple-system-gmbh-co-kg-salesforce-implementation\/","title":{"rendered":"simple system GmbH &#038; Co. KG: Salesforce Implementation"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-background-position:left top;--awb-border-sizes-top:0px;--awb-border-sizes-bottom:0px;--awb-border-sizes-left:0px;--awb-border-sizes-right:0px;--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:98.94%;margin-left: calc(-2% \/ 2 );margin-right: calc(-2% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:0.98%;--awb-spacing-left-large:0.98%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:0.98%;--awb-spacing-left-medium:0.98%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:0.98%;--awb-spacing-left-small:0.98%;\" data-scroll-devices=\"small-visibility,medium-visibility,large-visibility\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"--awb-margin-top-small:0px;--awb-margin-right-small:0px;--awb-margin-bottom-small:20px;--awb-margin-left-small:0px;--awb-font-size:40px;\"><h1 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;Montserrat&quot;;font-style:normal;font-weight:600;margin:0;font-size:1em;--fontSize:40;line-height:1.41;\"><p>With CAS AG, <strong>simple system <\/strong>is <strong>gearing up <\/strong>for rapid growth<\/p>\n<h1><strong> <\/strong><\/h1><\/h1><\/div><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-margin-top-small:0px;--awb-margin-right-small:0px;--awb-margin-bottom-small:20px;--awb-margin-left-small:0px;\"><h2 class=\"fusion-title-heading title-heading-left fusion-responsive-typography-calculated\" style=\"font-family:&quot;Montserrat&quot;;font-style:normal;font-weight:400;margin:0;--fontSize:24;line-height:1.23;\">Efficient and Transparent Customer and Supplier Management Digitized in Salesforce<\/h2><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling fusion-no-small-visibility\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:98.94%;margin-left: calc(-2% \/ 2 );margin-right: calc(-2% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:70%;--awb-margin-top-large:0px;--awb-spacing-right-large:7%;--awb-spacing-left-large:1.4%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:0.98%;--awb-spacing-left-medium:0.98%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:0.98%;--awb-spacing-left-small:0.98%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;margin-top:50px;width:100%;\"><\/div><div class=\"fusion-text fusion-text-1\" style=\"--awb-content-alignment:center;--awb-text-transform:none;\"><h2>Implementation of Salesforce as a Cloud-Based CRM<\/h2>\n<\/div><div class=\"fusion-text fusion-text-2\" style=\"--awb-text-transform:none;\"><p>With the help of consultants from CAS AG, the e-procurement specialists at simple system GmbH &#038; Co. KG have created the transparency within their company that they need to support their rapid growth. <strong>By implementing Salesforce as a cloud-based CRM, this subsidiary of the Hoffmann Group has succeeded in further digitizing its processes and creating a comprehensive view of all business partners<\/strong>\u2014not only customers but also suppliers.<\/p>\n<p>High double-digit growth over several years had pushed simple system to its limits, beyond which employees could no longer manage the complexity of the platform\u2019s relationships with suppliers and customers through face-to-face interactions alone. A <strong>unified view of both suppliers and customers<\/strong> was needed. The Munich-based procurement experts decided to implement the necessary process digitization using Salesforce\u2019s Sales Cloud. They recognized that, given the complexity of the platform\u2019s processes, they needed an experienced partner for the implementation. They found that partner in CAS AG.<\/p>\n<p>The <strong>in-depth expertise of CAS AG\u2019s consultants in Salesforce implementations<\/strong> was a decisive factor for the decision-makers at simple system. After all, the challenge was significant and the timeline tight. Not only did both customers and suppliers need to be managed as partners in Salesforce\u2014and procurement naturally involves multi-level role structures within complex corporate groups\u2014but simple system also placed great importance on staying as close as possible to the Salesforce standard.<\/p>\n<\/div><div class=\"fusion-text fusion-text-3\" style=\"--awb-content-alignment:center;--awb-text-transform:none;\"><h3><strong>The Art of Staying Close to the Standard<\/strong><\/h3>\n<\/div><div class=\"fusion-text fusion-text-4\" style=\"--awb-text-transform:none;\"><p>\u201cThe consultants at CAS AG did an excellent job of implementing this requirement,\u201d reports Michael Petri, Managing Director of simple system: \u201cThey helped us adapt and optimize our processes. Many people can simply add custom code to Salesforce. The challenge was to stay as close as possible to the Salesforce standard.\u201d Through discussions and workshops with employees, the consultants from CAS AG thoroughly analyzed the specific processes and roles at simple system and helped refine them so that both customer and supplier managers can derive the greatest possible benefit from Salesforce and all processes are transparent.<\/p>\n<\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;margin-bottom:50px;width:100%;\"><\/div><div class=\"fusion-text fusion-text-5\" style=\"--awb-text-transform:none;\"><p>With the implementation of Salesforce, simple system has not only succeeded <strong>in digitizing<\/strong> its own <strong>sales processes<\/strong> but also <strong>in mapping all interactions with its business partners<\/strong>. It has also succeeded in centralizing the onboarding of new customers and suppliers and making the process significantly more efficient. Whereas previously a separate ticket had to be created for each supplier wishing to start using the platform, this now happens automatically. All information regarding the multi-step registration process is now available to employees in a user-friendly format at a glance.<\/p>\n<p>With the support of consultants from CAS AG, the company successfully integrated the procurement specialists\u2019 processes seamlessly across its e-procurement platform and Salesforce. This allows employees not only to create new customer and supplier relationships in Salesforce, but also to view the relevant <strong>transaction data, revenue, and other specific KPIs<\/strong> for each individual business partner there. Data silos were consistently eliminated by, among other measures, synchronizing Microsoft Outlook with Salesforce.<\/p>\n<\/div><div class=\"fusion-text fusion-text-6\" style=\"--awb-content-alignment:center;--awb-text-transform:none;\"><h4><strong>Digitizing Complex Processes<\/strong><\/h4>\n<\/div><div class=\"fusion-text fusion-text-7\" style=\"--awb-text-transform:none;\"><p>\u201cIt was clear to us from the start that this wouldn\u2019t be a typical Salesforce implementation,\u201d says Michael Petri of simple system. \u201cCAS AG took the time to understand the core of our company\u2019s value creation and our specific business model, and to map that into Salesforce.\u201d<\/p>\n<p>Last but not least, the team succeeded in sticking to the ambitious timeline. Just six weeks after the project kicked off, Salesforce had been rolled out to all customer and supplier managers. Michael Petri is pleased that the agile project management approach employed by the consultants at CAS AG actually made it possible to optimize processes during the rollout.<\/p>\n<\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;margin-bottom:50px;width:100%;\"><\/div><div class=\"fusion-text fusion-text-8\" style=\"--awb-text-transform:none;\"><p>We also provide consulting services and develop customized Salesforce solutions tailored to your company&#8217;s needs. Feel free to contact us!<\/p>\n<\/div><div ><a class=\"fusion-button button-flat fusion-button-default-size button-custom fusion-button-default button-1 fusion-button-default-span fusion-button-default-type fusion-has-button-gradient\" style=\"--button_accent_color:#ffffff;--button_accent_hover_color:#ffffff;--button_border_hover_color:#ffffff;--button-border-radius-top-left:3px;--button-border-radius-top-right:3px;--button-border-radius-bottom-right:3px;--button-border-radius-bottom-left:3px;--button_gradient_top_color:#d6002e;--button_gradient_bottom_color:#d6002e;--button_gradient_top_color_hover:#b4b4b4;--button_gradient_bottom_color_hover:rgba(40,53,53,0);\" target=\"_self\" href=\"https:\/\/www.c-a-s.de\/retail\/salesforce-cloud-consulting\/\"><span class=\"fusion-button-text awb-button__text awb-button__text--default\">Learn More<\/span><i class=\"fa-angle-right fas awb-button__icon awb-button__icon--default button-icon-right\" aria-hidden=\"true\"><\/i><\/a><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:30%;--awb-margin-top-large:0px;--awb-spacing-right-large:4.3555555555556%;--awb-spacing-left-large:3.2666666666667%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:0.98%;--awb-spacing-left-medium:0.98%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:0.98%;--awb-spacing-left-small:0.98%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;margin-top:50px;width:100%;\"><\/div><div class=\"fusion-image-element\" style=\"--awb-margin-right:5%;--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><img decoding=\"async\" width=\"2095\" height=\"2118\" alt=\"Simple System Management: Sebastian Wiese and Michael Petri (from left to right)\" title=\"Simple System_Management_Sebastian Wiese_Michael Petri_small\" src=\"https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner.jpg\" class=\"img-responsive wp-image-14529\" srcset=\"https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-200x202.jpg 200w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-400x404.jpg 400w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-600x607.jpg 600w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-800x809.jpg 800w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-1200x1213.jpg 1200w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner.jpg 2095w\" sizes=\"(max-width: 1024px) 100vw, (max-width: 820px) 100vw, 600px\" \/><\/span><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;margin-top:50px;width:100%;\"><\/div><div class=\"fusion-text fusion-text-9\" style=\"--awb-text-transform:none;--awb-margin-right:5%;\"><p>Procurement Experts: Sebastian Wiese and Michael Petri, managing directors of simple system (from left to right)<\/p>\n<\/div><div class=\"fusion-text fusion-text-10\" style=\"--awb-content-alignment:justify;--awb-text-transform:none;\"><h3><strong>More about simple system<\/strong><\/h3>\n<\/div><div class=\"fusion-text fusion-text-11\" style=\"--awb-text-transform:none;--awb-margin-right:5%;\"><p><em>For over 20 years, the Munich-based <strong>e-procurement provider<\/strong> has been helping customers and suppliers fundamentally digitize their procurement and sales processes. The focus is on <strong>B2B commerce for indirect procurement<\/strong>. This is because buying and selling C-parts and services via a digital platform reduces process costs for all parties involved. The experts at simple system also provide support, as needed, in implementing efficient structures. simple system acts as a neutral intermediary and places the trust-based, long-term business relationship between the customer and the supplier at the center of its efforts.  <\/em><\/p>\n<p><em>Customers can use the platform to cover 100% of their indirect needs from over 80 million items and connect with their preferred suppliers. Ad-hoc orders from new suppliers are also possible.  The product range spans from A for occupational safety to Z for machining technology and also includes services such as translations. <\/em><a href=\"https:\/\/simplesystem.com\/\" target=\"_blank\" rel=\"noopener\"><em>www.simplesystem.com<\/em><\/a><\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling fusion-no-medium-visibility fusion-no-large-visibility\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:98.94%;margin-left: calc(-2% \/ 2 );margin-right: calc(-2% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.3066666666667%;--awb-spacing-left-large:0.98%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:0.98%;--awb-spacing-left-medium:0.98%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:0.98%;--awb-spacing-left-small:0.98%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-image-element\" style=\"--awb-margin-right:5%;--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><img decoding=\"async\" width=\"2095\" height=\"2118\" alt=\"Simple System Management: Sebastian Wiese and Michael Petri (from left to right)\" title=\"Simple System_Management_Sebastian Wiese_Michael Petri_small\" src=\"https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner.jpg\" class=\"img-responsive wp-image-14529\" srcset=\"https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-200x202.jpg 200w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-400x404.jpg 400w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-600x607.jpg 600w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-800x809.jpg 800w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner-1200x1213.jpg 1200w, https:\/\/www.c-a-s.de\/wp-content\/uploads\/2022\/05\/Simple-System_Geschaeftsfuehrung_Sebastian-Wiese_Michael-Petri_kleiner.jpg 2095w\" sizes=\"(max-width: 1024px) 100vw, (max-width: 820px) 100vw, 2095px\" \/><\/span><\/div><div class=\"fusion-text fusion-text-12\" style=\"--awb-text-transform:none;--awb-margin-left:5%;\"><p>Procurement Experts: Sebastian Wiese and Michael Petri, Managing Directors of simple system (from left to right)<\/p>\n<\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;margin-top:50px;width:100%;\"><\/div><div class=\"fusion-text fusion-text-13\" style=\"--awb-text-transform:none;--awb-margin-left:5%;\"><p><em>For over 20 years, the Munich-based <strong>e-procurement provider<\/strong> has been helping customers and suppliers fundamentally digitize their procurement and sales processes. The focus is on <strong>B2B commerce for indirect procurement<\/strong>. This is because buying and selling C-parts and services via a digital platform reduces process costs for all parties involved. The experts at simple system also provide support, as needed, in implementing efficient structures. simple system acts as a neutral intermediary and places the trust-based, long-term business relationship between the customer and the supplier at the center of its approach.  <\/em><\/p>\n<\/div><div class=\"accordian fusion-accordian\" style=\"--awb-border-size:1px;--awb-icon-size:13px;--awb-content-font-size:16px;--awb-icon-alignment:left;--awb-hover-color:#f9f9f9;--awb-border-color:#cccccc;--awb-background-color:#ffffff;--awb-divider-color:#e0dede;--awb-divider-hover-color:#e0dede;--awb-icon-color:#ffffff;--awb-title-color:#d6002e;--awb-content-color:#747474;--awb-icon-box-color:#333333;--awb-toggle-hover-accent-color:#d6002e;--awb-title-font-family:&quot;Montserrat&quot;;--awb-title-font-weight:400;--awb-title-font-style:normal;--awb-title-font-size:18px;--awb-content-font-family:&quot;Lato&quot;;--awb-content-font-style:normal;--awb-content-font-weight:400;\"><div class=\"panel-group fusion-toggle-icon-boxed\" id=\"accordion-44618-1\"><div class=\"fusion-panel panel-default panel-674e243dd2aef2096 fusion-toggle-has-divider\"><div class=\"panel-heading\"><h4 class=\"panel-title toggle\" id=\"toggle_674e243dd2aef2096\"><a aria-expanded=\"false\" aria-controls=\"674e243dd2aef2096\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-44618-1\" data-target=\"#674e243dd2aef2096\" href=\"#674e243dd2aef2096\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box active-icon awb-icon-minus\" aria-hidden=\"true\"><\/i><i class=\"fa-fusion-box inactive-icon fa-arrow-right fas\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">Read more<\/span><\/a><\/h4><\/div><div id=\"674e243dd2aef2096\" class=\"panel-collapse collapse \" aria-labelledby=\"toggle_674e243dd2aef2096\"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p><em>Customers can cover 100% of their indirect needs from over 80 million items via the platform and connect with their preferred suppliers. Ad-hoc orders from new suppliers are also possible.  The product range spans from A for occupational safety to Z for machining technology and also includes services such as translations. <a href=\"http:\/\/www.simplesystem.com\">www.simplesystem.com<\/a><\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:0.98%;--awb-spacing-left-large:1.96%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:0.98%;--awb-spacing-left-medium:0.98%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:0.98%;--awb-spacing-left-small:0.98%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;margin-top:50px;width:100%;\"><\/div><div class=\"fusion-text fusion-text-14\" style=\"--awb-content-alignment:center;--awb-text-transform:none;\"><h2>Implementation of Salesforce as a Cloud-Based CRM<\/h2>\n<\/div><div class=\"fusion-text fusion-text-15\" style=\"--awb-text-transform:none;\"><p>With the help of consultants from CAS AG, the e-procurement specialists at simple system GmbH &#038; Co. KG have created the transparency within their company that they need to support their rapid growth. By implementing Salesforce as a cloud-based CRM, this subsidiary of the Hoffmann Group has succeeded in further digitizing its processes and creating a comprehensive view of all business partners\u2014not only customers but also suppliers.<\/p>\n<p>High double-digit growth over several years had pushed simple system to its limits, beyond which employees could no longer manage the complexity of the platform\u2019s relationships with suppliers and customers through face-to-face interactions alone. A unified view of both suppliers and customers was needed. The Munich-based procurement experts decided to implement the necessary process digitization using Salesforce\u2019s Sales Cloud. They recognized that, given the complexity of the platform\u2019s processes, they needed an experienced partner for the implementation. They found that partner in CAS AG.<\/p>\n<p>The in-depth expertise of CAS AG\u2019s consultants in Salesforce implementations was a decisive factor for the decision-makers at simple system. After all, the challenge was significant and the timeline tight. Not only did both customers and suppliers need to be managed as partners in Salesforce\u2014and procurement naturally involves multi-level role structures within complex corporate groups\u2014but simple system also placed great importance on staying as close as possible to the Salesforce standard.<\/p>\n<\/div><div class=\"fusion-text fusion-text-16\" style=\"--awb-content-alignment:center;--awb-text-transform:none;\"><h3><strong>The Art of Staying Close to the Standard<\/strong><\/h3>\n<\/div><div class=\"fusion-text fusion-text-17\" style=\"--awb-text-transform:none;\"><p>\u201cThe consultants at CAS AG did an excellent job of implementing this requirement,\u201d reports Michael Petri, Managing Director of simple system: \u201cThey helped us adapt and optimize our processes. Many people can simply add custom code to Salesforce. The challenge was to stay as close as possible to the Salesforce standard.\u201d Through discussions and workshops with employees, the consultants from CAS AG thoroughly analyzed the specific processes and roles at simple system and helped refine them so that both customer and supplier managers can derive the greatest possible benefit from Salesforce and all processes are transparent.<\/p>\n<\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;margin-top:50px;width:100%;\"><\/div><div class=\"fusion-text fusion-text-18\" style=\"--awb-text-transform:none;\"><p>With the implementation of Salesforce, simple system has not only succeeded in digitizing its own sales processes but also in mapping all interactions with its business partners. It has also succeeded in centralizing the onboarding of new customers and suppliers and making the process significantly more efficient. Whereas previously a separate ticket had to be created for each supplier wishing to start using the platform, this now happens automatically. All information regarding the multi-step registration process is now available to employees in a user-friendly format at a glance.<\/p>\n<p>With the support of consultants from CAS AG, the company has successfully integrated the procurement specialists\u2019 processes seamlessly across its e-procurement platform and Salesforce. This allows employees not only to create new customer and supplier relationships in Salesforce, but also to view the relevant transaction data, revenue, and other specific KPIs for each individual business partner there. Data silos were consistently eliminated by, among other measures, synchronizing Microsoft Outlook with Salesforce.<\/p>\n<\/div><div class=\"fusion-text fusion-text-19\" style=\"--awb-content-alignment:center;--awb-text-transform:none;\"><h4><strong>Digitizing Complex Processes<\/strong><\/h4>\n<\/div><div class=\"fusion-text fusion-text-20\" style=\"--awb-text-transform:none;\"><p>\u201cIt was clear to us from the start that this wouldn\u2019t be a typical Salesforce implementation,\u201d says Michael Petri of simple system. \u201cCAS AG took the time to understand the core of our company\u2019s value creation and our specific business model, and to map that into Salesforce.\u201d<\/p>\n<p>Last but not least, the team succeeded in sticking to the ambitious timeline. Just six weeks after the project kicked off, Salesforce had been rolled out to all customer and supplier managers. Michael Petri is pleased that the agile project management approach employed by the consultants at CAS AG actually made it possible to optimize processes during the rollout.<\/p>\n<\/div><div class=\"fusion-text fusion-text-21\" style=\"--awb-text-transform:none;\"><p>We also provide consulting services and develop customized Salesforce solutions tailored to your company&#8217;s needs. Feel free to contact us!<\/p>\n<\/div><div ><a class=\"fusion-button button-flat fusion-button-default-size button-custom fusion-button-default button-2 fusion-button-default-span fusion-button-default-type fusion-has-button-gradient\" style=\"--button_accent_color:#ffffff;--button_accent_hover_color:#ffffff;--button_border_hover_color:#ffffff;--button-border-radius-top-left:3px;--button-border-radius-top-right:3px;--button-border-radius-bottom-right:3px;--button-border-radius-bottom-left:3px;--button_gradient_top_color:#d6002e;--button_gradient_bottom_color:#d6002e;--button_gradient_top_color_hover:#b4b4b4;--button_gradient_bottom_color_hover:rgba(40,53,53,0);\" target=\"_self\" href=\"https:\/\/www.c-a-s.de\/retail\/salesforce-cloud-consulting\/\"><span class=\"fusion-button-text awb-button__text awb-button__text--default\">Learn More<\/span><i class=\"fa-angle-right fas awb-button__icon awb-button__icon--default button-icon-right\" aria-hidden=\"true\"><\/i><\/a><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the implementation of Salesforce, es simple system has succeeded in digitizing its own sales processes, mapping all interactions with business partners, and centralizing the onboarding of new customers and suppliers to make the process significantly more efficient.  <\/p>\n","protected":false},"author":14,"featured_media":44620,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"portfolio_category":[330,331,337],"portfolio_skills":[341,338,339,344,340,346,343,342,345],"portfolio_tags":[],"class_list":["post-44618","avada_portfolio","type-avada_portfolio","status-publish","format-standard","has-post-thumbnail","hentry","portfolio_category-retail","portfolio_category-retail-success-story","portfolio_category-salesforce","portfolio_skills-concept","portfolio_skills-customizing","portfolio_skills-expertise-in-business-processes","portfolio_skills-implementation","portfolio_skills-integration","portfolio_skills-master-data-management","portfolio_skills-process-optimization","portfolio_skills-project-management","portfolio_skills-salesforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.8 (Yoast SEO v28.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>simple system GmbH &amp; Co. 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