Say you sell products and use Salesforce as your CRM. You want to deliver your products as quickly as possible, offer customers personalized service, and make all departments work together seamlessly. But how do you do that? We helped Brinks CoffeeRoasters, a supplier of coffee beans and machines, do just that. By connecting their sales with logistics, providing customer profiles with important information and setting up apps for each department so that everyone only sees what is really important.   

Challenges

  • Setting up Salesforce apps by department 
  • Make connections between sales and logistics 
  • Enrich customer profiles with key information and relationships 

Results

  • A clear CRM with personalized app by department 
  • A streamlined process between sales and logistics 
  • A complete picture of the customer and their products 

Personalized user profile by function 

At Brinks Coffee, the sales, logistics and services departments all work in Salesforce, but with different purposes. A standard template for every user, therefore, does not meet everyone's needs. That is why we have set up Salesforce on the basis of three apps. Thus, there is now a clear distinction between the departments in Salesforce and each user enjoys a clear CRM, in which everyone can see at a glance what is important to him or her. 

An efficient process sales to logistics 

The sales process from order to delivery is easy to automate. Therefore, you want this to run as smoothly as possible. That's why we optimized this process for Brinks Coffee. As soon as a sale is completed, the logistics department automatically receives a notification so that they can immediately start working on the order. This notification provides the logistics staff with information such as products sold, the delivery date and the recipient's address. Because this process is automated, no time is lost and errors caused by manual information transfer are minimized.  

Quick and personalized service through complete customer profile 

When a customer emails with a question about their order, you want to be able to quickly see the right information. So we enriched Brinks Coffee's customer profiles with data and established relationships with relevant objects. The customer's mail is converted into a case. The mail address is recognized and automatically linked to the customer profile, so that all information is neatly together. This gives Brinks Coffee an instant overview of the cases, the customer in question and which devices he or she uses. This makes handling customer questions easy and fast! 

Serving customers faster and better 

With a few optimizations, Brinks Coffee employees have quick insight into the data that is important to them, benefit from an efficient flow between sales and logistics, and are quick to answer customers' questions. Great optimizations to deliver products quickly and make customers happy! And what if the team at Brinks Coffee has any questions themselves? Then they too are just a phone call away from our personal support. 

"We have a very pleasant cooperation with GoSoniq! Daniel always helps us very well and responds quickly. It's nice to have him as our regular consultant."

Ruben Hubner - Managing Director Brinks CoffeeRoasters

Curious about the coffee from Brinks CoffeeRoasters? Come visit us! Of course, we have one of their devices at our office. You enjoy a delicious cup of coffee while we convince you how we can improve your Salesforce environment 😉