“With an international and mobile sales force, Trelleborg is in charge of managing a global distribution channel, we needed to retrieve all customer and prospect data in a single database. The objective was twofold: to consolidate and share market information.”

“As a result, we were looking for an application that was above all multilingual but also capable of integrating easily with the various applications already in place in our information system (ERP, Messaging, Workflow…).”

A demanding selection process

“Following a call for tenders launched in April 2007, Efficy CRM appeared to us as one of the few solutions on the market that could meet all our technical and functional requirements. In addition, we asked a committee of key users to comment on the ergonomics and their perception of the shortlisted products.

Here again, Efficy has established itself.”

We chose Efficy CRM for its multilingual capabilities. Regardless of their area of operation in the world, our sales teams now have a single interface.
Christophe Peysson
Marketing Distribution Manager

Key facts

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    users worldwide
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    countries deployed in 4 months
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Quick and easy integration

“Our good impressions have been transformed into certainties with a quick implementation of the project (4 months) carried out by our own IT departments. We are committed to mastering the software solutions we install in-house. The flexibility of administration and control of Efficy facilitated the transfer of skills led by Efficy’s expert consultants. »

“We were able to interface Efficy with our ERP (Movex), our messaging (Lotus Notes) or a workflow tool (Vdoc) as well as a product database without any problem. This accessibility contributes to making Efficy CRM the one-stop shop for commercial activity. »

The daily tool for sales representatives

“Our sales representatives are now equipped with a tool that allows them to enter commercial offers with pricing grids specific to each customer, track the versions of their offers and then keep track of orders, invoices and delivery notes processed in our ERP.

Their commercial actions are reported directly in Efficy. To facilitate the exchange of information, we integrate emails sent to customers into the Efficy application while sales representatives’ appointments are synchronized with the Lotus Notes calendar. In this way, any actor in the commercial chain is able to access the entire customer file, provided of course that he or she has the rights.

Efficy allows us to optimize work procedures in the company. In connection with a document server (Streamserve), users can issue any document including data from the CRM database: quotation, invoice, order form…”

A multilingual tool that is easily managed

“The worldwide deployment of Efficy allows us to offer our sales representatives a fully multilingual application: French, English, German, Italian, Spanish, Swedish and Norwegian.

This CRM environment is managed via a central database that we already know will allow us to grow as we evolve our processes.

In this way, we ensure the consistency of the functionalities implemented while offering the user an interface that is as close as possible to his daily life. »

The results

  • Consolidation of commercial information into a single database
  • Facilitation of exchange between sedentary and itinerant actors
  • Implementation of a centralized and multilingual environment
  • Interconnection with the company’s professional applications such as ERP

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