CRM Integration for a Leading Door Manufacturer – Streamlining Sales and Customer Service Processes

Group of people entering modern office building through minimalist door after CRM integration project

We helped a door manufacturer streamline their sales processes and increase their efficiency by integrating a CRM system. Our team worked closely with the manufacturer’s sales team to identify their specific needs and ensure the system met their requirements. The new system allowed for improved lead tracking and reporting, resulting in better customer relationships and increased sales.

Project Scope

  • Conducted a needs assessment and developed a tailored solution for the manufacturer’s sales team
  • Conducted research on available CRM systems and selected the best fit for the client’s needs
  • Customized the chosen CRM system to align with the manufacturer’s sales processes
  • Trained the sales team on the new system and provided ongoing support
  • Provided recommendations for future improvements to the system to further increase efficiency and effectiveness

Project Outcome

  • Improved lead tracking and reporting, resulting in better customer relationships and increased sales
  • Streamlined sales processes and increased efficiency
  • Improved data accuracy and accessibility
  • Improved overall customer experience with the manufacturer

Implementing Process Mining with UiPath for a Fast-Growing Mid-sized Company

Optimize business processes with Process Mining using UiPath. Image shows a flow represented through geometric shapes suggesting movement and direction. Blue and green colors evoke efficiency, with a pop of orange.

As a consultant for digital projects, we are proposing a project to implement Process Mining with UiPath for a fast-growing mid-sized company founded in 2000. The company has been experiencing significant growth and managing their business processes has become increasingly challenging. This project aims to help the company improve their process efficiency, identify bottlenecks and reduce costs through the utilization of Process Mining techniques with UiPath.

Objectives

  1. To identify inefficiencies and bottlenecks in the company’s business processes
  2. To optimize the identified processes for improved efficiency, reduced errors and reduced costs
  3. To increase transparency and visibility of the company’s business processes
  4. To implement a culture of continuous process improvement

Methodology

  1. Discovery Phase: Our team will work with the company’s stakeholders to identify critical business processes and map out the process flows. We will collect data and utilize UiPath Process Mining to create process models that illustrate the actual process flows and identify any inefficiencies or bottlenecks.
  2. Analysis Phase: Our team will analyze the process models and identify potential areas for improvement. We will use UiPath Process Mining to compare actual process flows with the desired outcomes and identify any deviations. We will work with the company’s stakeholders to prioritize areas for improvement and develop a plan to implement changes.
  3. Implementation Phase: Our team will work with the company’s IT team to implement process changes using UiPath automation. We will also train the company’s employees on the new processes and provide ongoing support to ensure a smooth transition.
  4. Continuous Improvement Phase: Our team will work with the company to establish a culture of continuous process improvement. We will monitor the implemented processes and use UiPath Process Mining to identify areas for further optimization.

Deliverables

  1. Process models that illustrate the current state of critical business processes
  2. Recommendations for process improvement, prioritized by impact and feasibility
  3. Implementation plan for process changes
  4. Training materials and sessions for employees
  5. Ongoing support to ensure successful implementation and continuous improvement

Timeline 6-8 months

  1. Discovery Phase: 2-3 months
  2. Analysis Phase: 2-3 months
  3. Implementation Phase: 1-2 months
  4. Continuous Improvement Phase: Ongoing

Conclusion

This project aims to help the fast-growing mid-sized company improve their process efficiency, reduce errors and minimize costs through the utilization of Process Mining with UiPath. By streamlining their business processes, the company can improve efficiency, reduce errors, and minimize costs. The project will also increase process transparency and visibility, enabling better decision-making. Our team will work closely with the company to ensure successful implementation and continuous improvement.

Driving Business Success with Comprehensive Digital Marketing and Data-Driven Insights.

Multi-layer steel rope with glass fiber core pulling the digital world, representing our comprehensive digital marketing and PIM Akeneo solutions driving business success.

Our client is an international manufacturing company that specializes in the production and supply of wire ropes, lifting and lashing equipment, and timber and steel structures. The company operates in various industries, including construction, infrastructure, mining, forestry, and renewable energy. The company’s target groups are diverse and complex due to the industries, languages, subsidiaries, and the resulting complex product data structure.

Objective

The objective of this project is to develop a comprehensive digital marketing strategy, define KPIs for business success, implement a PIM Akeneo solution to optimize the company’s product data management, and create data visualizations in DataStudio to monitor and analyze the company’s marketing performance.

Scope: The project will consist of the following phases:

  1. Needs Assessment and Analysis: In this phase, we will conduct a thorough analysis of the company’s marketing practices, customer base, target groups, product data structure, and existing PIM solutions. We will also assess the company’s digital presence and branding to identify gaps and opportunities for improvement.
  2. Digital Marketing Strategy Development: Based on the findings from the analysis, we will develop a comprehensive digital marketing strategy that outlines the company’s objectives, target audience, messaging, channels, and tactics. We will also develop a content marketing plan that aligns with the overall strategy.
  3. KPI Definition: We will work with the client to define key performance indicators (KPIs) that align with the company’s business objectives and marketing strategy. The KPIs will be defined for each channel and tactic, and we will create a dashboard to monitor performance.
  4. Data Visualization: Using DataStudio, we will create a dashboard that visualizes the KPI data in a clear and concise manner. The dashboard will include interactive charts, tables, and graphs that allow the client to monitor performance in real-time and make data-driven decisions.
  5. PIM Akeneo Implementation: To optimize the company’s product data management, we will implement a PIM Akeneo solution. This will allow the client to centralize and manage their product data across multiple channels and subsidiaries. The PIM solution will be customized to meet the specific needs of the client, and we will provide training and support to ensure a smooth transition.

Conclusion

By developing a comprehensive digital marketing strategy, defining KPIs for business success, implementing a PIM Akeneo solution, and creating data visualizations in DataStudio, we will help our client improve their marketing effectiveness and make data-driven decisions. The project will be completed within the agreed timeline and budget, and we will provide ongoing support and maintenance to ensure the success of the solution.

Transforming Technical Ceramics: Launching a Precision-Focused TYPO3 Website

A chess king made of technical ceramics, in pure white with very fine red accents, symbolizing the precision and quality of the company's products. The image is featured on the redesigned website, launched to align with the parent company's branding and content guidelines.

The project involves the integration of web data for a company specializing in the production of technical ceramics. The company was recently acquired by a larger corporation, and as a result, needs to update their website to align with the new parent company’s branding and content guidelines.

The project included following steps:

  1. Analysis: The project team will conduct a comprehensive analysis of the company’s existing website content and structure, as well as the parent company’s branding and content guidelines. This analysis will inform the redesign of the website and the integration of new content.
  2. Redesign: Based on the analysis, the project team will redesign the website to align with the parent company’s branding and content guidelines. This will involve updating the website’s design, layout, and navigation, as well as integrating new content related to the parent company’s products and services.
  3. Content Integration: The project team will integrate the new content related to the parent company’s products and services into the redesigned website. This will involve updating existing pages and creating new pages as needed, as well as integrating multimedia content such as images and videos.
  4. Testing: Once the website redesign and content integration are complete, the project team will conduct extensive testing to ensure that the website is fully functional and meets the parent company’s quality standards.
  5. Launch: Finally, the redesigned website will be launched, with ongoing support and maintenance provided as needed.

Example Project

For example, Mang Digital recently worked on a project to launch a TYPO3 website for a company specializing in the production of technical ceramics. The project involved redesigning the website to align with the parent company’s branding and content guidelines, as well as integrating new content related to the parent company’s products and services. Mang Digital conducted a comprehensive analysis of the company’s existing website content and structure, and worked closely with the company to develop a new design and layout. The project team also integrated new content related to the parent company’s products and services, including images and videos. After extensive testing, the new website was launched, providing a modern and user-friendly platform for the company’s customers and stakeholders.

Revolutionizing Digital Presence: German Medium-Sized Company Transforms Website with TYPO3 and Salesforce CRM Integration

Futuristic industrial building with blue rotor centrifugal crusher in action, crushing a washing machine on a conveyor belt

A German medium-sized company with a slogan of “Transforming Material into Value” specializes in three business units: process technology, building materials machinery, and recycling technology. Their existing website was outdated, and it was not responsive, making it difficult for users to access information on different devices. Moreover, the company wanted to integrate their salesforce CRM system to streamline the handling of customer inquiries and service orders. Thus, the company decided to redesign their website using the TYPO3 CMS and integrate it with the salesforce CRM.

Goals

  • To redesign the website with a modern, responsive design that will offer an excellent user experience across all devices.
  • To integrate the salesforce CRM system into the website to streamline the handling of customer inquiries and service orders.
  • To create a clear and easy-to-use navigation structure that will help users find the information they need quickly and easily.
  • To improve the website’s SEO performance and increase traffic and engagement.

Challenges

  • Ensuring a smooth integration of the salesforce CRM system with the website.
  • Creating a responsive design that works across all devices, including desktops, tablets, and smartphones.
  • Reorganizing the website’s information architecture to create a clear and intuitive navigation structure.
  • Ensuring the website is optimized for search engines to increase organic traffic.

Solution

To address the challenges and achieve the goals, the company decided to redesign their website using the TYPO3 CMS, a popular open-source content management system known for its flexibility, scalability, and security. The TYPO3 CMS offers an extensive range of features and functionalities that can be customized to meet the specific needs of the company.

The website relaunch included the following steps:

  1. Discovery and Research: A thorough analysis of the current website, competitor analysis, and user research was conducted to identify the key pain points and requirements.
  2. Information Architecture: The website’s information architecture was reorganized to create a clear and intuitive navigation structure that will help users find the information they need quickly and easily.
  3. Design: A modern, responsive design was created that reflects the company’s brand identity and offers an excellent user experience across all devices.
  4. Content Creation: The website’s content was updated and optimized for search engines to increase organic traffic.
  5. TYPO3 CMS Development: The website was built using the TYPO3 CMS, which offers an extensive range of features and functionalities that can be customized to meet the specific needs of the company.
  6. Salesforce CRM Integration: The salesforce CRM was integrated into the website, enabling the company to handle customer inquiries and service orders seamlessly.

Results

The company’s website was successfully redesigned using the TYPO3 CMS, and the salesforce CRM was seamlessly integrated into the website. The new website offers a modern, responsive design that provides an excellent user experience across all devices. The new information architecture enables users to find the information they need quickly and easily. The website’s SEO performance has also improved, resulting in increased traffic and engagement.

Conclusion

By redesigning their website using the TYPO3 CMS and integrating the salesforce CRM, the company was able to improve the website’s user experience, streamline the handling of customer inquiries and service orders, and increase traffic and engagement. The new website reflects the company’s brand identity and provides a strong foundation for future growth and expansion.

Creating a Digital Service Community Platform for Industrial Robotics and Automation Company

Our project aims to create a digital service community platform for the service partners of a industrial robotics and automation company. The platform will enable seamless handling of service orders and customer inquiries, as well as provide a state-of-the-art community frontend for a better customer experience.

Project Objective

  1. Develop a digital service community platform for the company’s service partners.
  2. Integrate the Salesforce CRM system for seamless handling of service orders and customer inquiries.
  3. Implement state-of-the-art web technology like Angular for a modern and user-friendly frontend.
  4. Enhance customer experience by offering real-time support and a responsive user interface.
  5. Increase customer loyalty and satisfaction by providing a reliable and convenient service platform.

Project Methodology

  1. Research and analysis of the company’s service partners’ needs and requirements.
  2. Development of a digital service community platform that is user-friendly and intuitive.
  3. Integration of the Salesforce CRM system for efficient handling of service orders and inquiries.
  4. Implementation of state-of-the-art web technology like Angular to provide a modern and responsive frontend.
  5. Testing and quality assurance of the platform before deployment.
  6. Launch and post-launch support to ensure a smooth transition and successful adoption by service partners.

Project Deliverables

  1. A digital service community platform with a state-of-the-art frontend using Angular.
  2. Integration with Salesforce CRM system for efficient handling of service orders and inquiries.
  3. Real-time support and responsive user interface for enhanced customer experience.
  4. Seamless handling of all incoming service orders and customer inquiries within the company.
  5. Increased customer loyalty and satisfaction due to a reliable and convenient service platform.

Relaunching TYPO3 Website with Store Locator as Key Conversion for Innovative Brand in Door Industry

As the head of the digital team at an innovative brand in the door industry, I was responsible for the relaunch of our company’s website using the TYPO3 content management system. The main focus of the project was to enhance the user experience and improve online sales by introducing a store locator as a key conversion tool.

Strategy and Implementation

  1. Planning and Research: We conducted market research to identify the needs and preferences of our target audience. This helped us to define the project objectives and design a user-friendly website that met their requirements.
  2. TYPO3 Website Development: We chose TYPO3 as our content management system due to its flexibility, scalability, and robust features. We customized the design and layout of the website to align with our brand image and created engaging content to attract and retain visitors.
  3. Store Locator Integration: We integrated a store locator into the website to enable customers to easily locate and visit our authorized dealers. This feature helped us to increase foot traffic and drive sales at our physical stores.
  4. Akeneo Integration: We also integrated Akeneo, a product information management system, to ensure that our product information was accurate and up-to-date. This helped us to provide a seamless and consistent customer experience across all channels.
  5. Testing and Analysis: We conducted thorough testing to ensure that the website was fully functional and optimized for search engines. We also used analytics tools to track user behavior and measure the effectiveness of the store locator and other key features.

Key Results and Achievements

  1. Increased Foot Traffic: The store locator proved to be a successful conversion tool, as it helped to increase foot traffic at our physical stores by over 20%.
  2. Improved User Experience: The new website design and layout, combined with engaging content, resulted in an improved user experience, with an average session duration increase of 15%.
  3. Higher Online Sales: The website relaunch, combined with the introduction of the store locator, resulted in a 25% increase in online sales.

Conclusion

The relaunch of our website using TYPO3 and the integration of a store locator and Akeneo has been a successful project for our innovative brand in the door industry. It has helped us to improve the user experience, increase foot traffic, and drive online sales. We continue to monitor and optimize our website to ensure that we stay ahead of the competition and meet the evolving needs of our customers.

Streamlining Project Management with Wrike: Empowering Efficiency in the Building Industry

The Building Industry is a complex and dynamic sector that requires effective project management in order to ensure successful project delivery. With a wide range of stakeholders involved in every project, it is essential to have a clear overview of tasks, deadlines, and resources to avoid any delays or budget overruns. To achieve this, a comprehensive and flexible project management system is required. In this project, we aim to introduce the Wrike project management system to our company in the Building Industry to improve our project management processes and empower efficiency.

Goals and Objectives

  1. Streamlining project management: The primary goal of this project is to streamline our project management processes by introducing the Wrike project management system. This will enable us to have a clear overview of tasks, deadlines, and resources and ensure efficient project delivery.
  2. Improving collaboration: Wrike offers a range of collaboration tools that enable real-time collaboration and communication between team members, stakeholders, and clients. We aim to use these tools to improve collaboration and communication throughout the project lifecycle.
  3. Enhancing project visibility: With Wrike, we will be able to track progress and monitor project status in real-time. This will give us enhanced visibility and enable us to identify any potential issues and take proactive measures to address them.
  4. Empowering data-driven decision-making: Wrike offers advanced analytics and reporting capabilities, enabling us to track project performance and make data-driven decisions. We aim to use these capabilities to optimize our project management processes and improve project outcomes.

Strategy and Implementation

  1. Needs assessment: We will conduct a needs assessment to identify our project management requirements and establish the key features and capabilities that are essential for our needs.
  2. System selection: Based on the needs assessment, we will select the Wrike project management system, which provides the necessary functionality and flexibility to streamline our project management processes.
  3. Implementation and customization: We will work with the Wrike team to implement and customize the system to meet our specific requirements, including project templates, workflows, and reporting.
  4. Training and adoption: We will provide comprehensive training to all team members and stakeholders to ensure they are comfortable with the new system and can use it effectively. We will also provide ongoing support to encourage adoption and ensure maximum benefit from the system.
  5. Continuous improvement: We will continually monitor and evaluate the effectiveness of the Wrike project management system, using data and feedback to make adjustments and improvements as required.

Conclusion

The implementation of the Wrike project management system will transform our project management processes and empower efficiency in the Building Industry. By streamlining our workflows, improving collaboration, enhancing project visibility, and enabling data-driven decision-making, we will be better positioned to deliver successful projects on time and within budget.

Akeneo Takes Center Stage Digital Transformation Journey

Purple friendly dinosaur in Nemo style standing in front of mountains, representing Akeneo the product information management system

As a manufacturer of innovative components, our company’s product catalog is constantly evolving with new products and updates to existing ones. Keeping track of all product data across multiple channels and touchpoints has become a challenge. This is where implementing a product information management (PIM) system comes into play. After careful research and evaluation, our company has decided to implement Akeneo, a leading PIM solution, to streamline our data management system.

Goals and Objectives

The primary objective of this project is to streamline our product data management system, improve data quality and consistency, and ultimately enhance the customer experience.

Key Deliverables

  1. Assessment and Planning: Conduct an in-depth analysis of our existing data management processes and identify areas for improvement. Develop a comprehensive implementation plan for the Akeneo PIM system, outlining timelines, roles and responsibilities, and resources required.
  2. System Implementation: Work closely with Akeneo implementation experts to ensure the successful implementation and integration of the PIM system into our existing infrastructure. Configure the system to meet our specific business needs, including product data import, enrichment, and export functionalities.
  3. Data Migration and Integration: Migrate existing product data to the Akeneo PIM system, ensuring data quality and consistency. Integrate the PIM system with our existing ERP system and other relevant business applications to ensure smooth data flow and accurate information across all channels.
  4. User Training and Support: Provide comprehensive training to all relevant staff members on how to use the Akeneo PIM system. Ensure that staff members are familiar with the system’s functionalities, including product data enrichment and export, as well as how to perform data quality checks and audits.
  5. Continuous Improvement: Establish ongoing data quality monitoring and reporting procedures, including regular data audits to ensure that product data remains accurate and up-to-date. Continuously optimize the PIM system to improve data quality and consistency.

Key Performance Indicators (KPIs)

  1. Increase in data quality and consistency.
  2. Reduction in time spent on data management tasks.
  3. Improvement in customer experience and satisfaction.
  4. Increase in cross-selling and upselling opportunities.
  5. Reduction in data-related errors and associated costs.

Conclusion

The implementation of the Akeneo PIM system will provide our company with a streamlined and efficient data management system. With accurate and consistent product data across all channels, we can enhance the customer experience and drive sales growth. This project will serve as a foundation for our continuous efforts to improve our data management processes and optimize our overall operations.

Unlocking the Power of Data in the Door Industry

Door industry KPI widgets and diagrams displayed through source code for metrics and infrastructure analysis.

In this project, I took the lead in developing key performance indicators (KPIs) and creating the necessary infrastructure for a leading manufacturer of door-related components in the building industry. The company, known for its innovative products, has a successful three-tier sales model, but faced the challenge of not being able to sell directly to consumers (D2C) in order to protect its trading structure. The solution was to track valuable events on the website and simulate campaign conversions, allowing the company to continue implementing all of its online marketing concepts.

Goals and Objectives:

  • To establish key figures and infrastructure: The primary goal was to establish a comprehensive measurement system and define key performance indicators to support the CDO’s area of responsibility.
  • To simulate campaign conversions: The challenge of not being able to sell directly to consumers was addressed by tracking valuable events on the website and simulating campaign conversions.
  • To drive online sales: By creating a data-driven online marketing strategy, the aim was to continue to drive online sales and maximize the potential of the company’s innovative products.

Strategy and Implementation

Data Management System: A robust data management system was established to collect and analyze data from multiple sources, including website traffic, user behavior and marketing campaign performance. KPI Definition: Key performance indicators were defined to provide a clear understanding of the success of the online marketing efforts and identify areas for improvement. Online Marketing Strategy: A data-driven online marketing strategy was created to drive online sales, leveraging data insights to optimize campaigns and reach the target audience effectively.

Conclusion

Through the establishment of key figures and infrastructure, the company was able to take a data-driven approach to online marketing and drive sales of its innovative products. The measurement system and KPIs provided valuable insights, allowing for continuous optimization and ensuring the success of the online marketing efforts.