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New CRM system for 3000
                                               sales agents




                                                                                                                                                          C A S E
                                               Ahlsell implements Pivotal CRM—a new system to make
                                               sales processes more efficient.




                                                                                                                                                          S T U D Y
                                               Ahlsell is the largest wholesaler in the Nordic region, focusing
                                               primarily on electrical, plumbing and HVAC supplies, tools and
                                               equipment. The company has sales of over USD$2.7 billion
                                               (SEK 20 billion), with approximately 4500 employees, 3000 of
                                               which are in sales.

Market                                         Challenges                                            Results
Wholesaler for electrical, plumbing and        Ahlsell has a motto that says, “Ahlsell makes         Today, Pivotal CRM is at the center of the sales
HVAC supplies, tools and equipment.            it easier to be a pro”. Living up to this motto       and customer relations operations at Ahlsell.
                                               and continuously making it easier and more            Around 3000 sales agents have received a
Challenges
                                               profitable for the hundreds and thousands of          system that provides a 360˚ view of Ahlsell’s
• Changing the behavior of 250 sales
  managers and 3000 sales agents
                                               businesses and contractors to do business with        customers as well as their habits.
                                               Ahlsell required a new way of thinking.
• All costs and revenue that can be passed                                                           Pivotal CRM, or the Ahead project as it’s known
  down to the customer must be distributed     Over the past 10 years, Ahlsell has grown             internally, had a return-on-investment (ROI)
• All key information about a customer must    dramatically, acquiring over 50 companies.            period of approximately 12 months.
  be located in a single system                Each company brought with it different
                                               ways of doing business. Management                    “With Ahead, we can release the power in our
• Customers must view Ahlsell as                                                                     sales force and channel it in the right direction.
                                               made a decision to develop new methods
  a professional supplier                                                                            We are able to do this with assurance that
                                               for making sales procedures more efficient
• Minimal effort for the sales force           and to implement a system that could support          individual sales agents are not restricted in
                                               the new business methodology.                         their ability to develop creative solutions,” says
Solution                                                                                             Jonny Kohlström, Head of Business Processes
CDC Pivotal CRM – “Ahead”
                                               Solution                                              at Ahlsell.
Results                                        Ahlsell decided to implement a new CRM                “Our customers think that the external customer
• 3000 sales agents have been trained and      system that would help sales agents and sales         report is very interesting. The comments from
  are using the system continuously            managers at Ahsell be aligned with senior             the head of purchasing and four purchasing
                                               management objectives. They selected Pivotal          agents at one of our most important customers
• Pivotal CRM retrieves data from seven
  other systems                                CRM from CDC Software.                                were overwhelmingly positive; they were
                                                                                                     interested in return orders, the amount due
• The system provides “Early Warning”          Ahlsell selected Pivotal CRM because of the
                                                                                                     report and all of the other statistics. They also
  signals which produce proactive behavior     system’s flexibility, the ease of integrating the
                                                                                                     responded positively to the conversation around
• Market segmentation is now more efficient    system with other supporting systems, and its
                                                                                                     increasing the value of the average order
                                               user-friendliness. The fact that Pivotal is based
• A “win-win” situation has been achieved                                                            by offering alternative energy-efficient items
                                               on the latest Microsoft technology was an
  between Ahlsell and its customers                                                                  that reduce environmental impact,” says Åke
                                               important decision-making factor.
                                                                                                     Jonsson, FC Bygg Luleå.
• ROI for the entire project was achieved in
  approximately 12 months.
                                                                                                     ”Ahead is much easier to understand, simpler
                                                                      With Ahead, we can             and has better information than I thought.
                                                                      release the power that         Simply super,” says Mikael Ingelsson, field
                                                                      is inherent in the size        sales agent Gävle.
                                                                      of our sales force and         Pivotal CRM collects information from many
                                                                      channel it in the right        different systems. “With ahead, there is no
                                                                      direction. But also be         longer any doubt about how we work with
                                                                      able to do this with           business-related processes such as customer
                                                                      assurance that individual      segmentation, following-up on bids, contract
                                                                      sales agents are not           management or feedback reporting,” says
                                                                      restricted in terms of         Jonny Kohlström.
                                                                      their ability to develop
                                                                      creative solutions.
                                                                                Jonny Kohlström
                                                                       Head of Business Processes
                                                                                           Ahlsell
Advantages                                                                Summary
                   • Sales agents have an overall picture of their customers’                Implementing Pivotal CRM is a successful project that
                     purchasing habits, a record of notes from meetings, and                 has provided Ahlsell’s sales agents and sales managers




                                                                                                                                                                   C A S E
                     a summary report that they can take to customers to talk                with a user-friendly tool than can provide a total overview
                     about how to change the way they do business. This                      of their customers’ purchasing habits (360 degrees). This
                     quickly leads to increased profitability for both Ahlsell and           has resulted in many customers changing the way they
                     their professional customers.                                           do business with Ahlsell and has created a “win-win”
                                                                                             relationship, where both Ahlsell and their customers have
                   • Pivotal CRM works as an “early-warning” system




                                                                                                                                                                   S T U D Y
                                                                                             increased their profitability.
                     and automatically sends signals to salespeople and
                     management when customer behavior falls outside of the                  The system also means that Ahlsell can still live up to its
                     limits and objectives that Ahlsell has defined, for example,            motto, “Ahlsell makes it easy to be a pro.”
                     when a customer is approaching their credit limit, or if the
                     profit margin is dropping.
                   • All critical information is located in a single system. Pivotal
                     CRM collects all the relevant information from seven
                     different systems, e.g. financial systems, credit rating
                     systems, document management systems, ordering
                     systems, Outlook, etc.
                   • Pivotal simplifies segmentation to refine the sales focus
                     and help sales agents visit the “right customers” at the
                     “right time”.




CDC Software
THE CUSTOMER-DRIVEN COMPANY™

www.CDCSoftware.com

Contact Us Today
To learn more about how CDC Pivotal CRM “Ahead” can meet your company’s unique business and operational needs, visit www.cdcsoftware.com.

Sweden                   Finland & Eastern Europe           United Kingdom              Netherlands               Spain                     Americas
+46 8 676 50 00          +358 9 8733 522                    +44 1 604 63 0050           +31 30 698 55 50          +34 934 802850            +1 800 236 4600

Copyright © CDC Software 2010. All rights reserved. The CDC Software logo and CDC Supply Chain logo are registered trademarks and/or trademarks of CDC Software.

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Cdc crmp gbcs_new_crm_system_us

  • 1. New CRM system for 3000 sales agents C A S E Ahlsell implements Pivotal CRM—a new system to make sales processes more efficient. S T U D Y Ahlsell is the largest wholesaler in the Nordic region, focusing primarily on electrical, plumbing and HVAC supplies, tools and equipment. The company has sales of over USD$2.7 billion (SEK 20 billion), with approximately 4500 employees, 3000 of which are in sales. Market Challenges Results Wholesaler for electrical, plumbing and Ahlsell has a motto that says, “Ahlsell makes Today, Pivotal CRM is at the center of the sales HVAC supplies, tools and equipment. it easier to be a pro”. Living up to this motto and customer relations operations at Ahlsell. and continuously making it easier and more Around 3000 sales agents have received a Challenges profitable for the hundreds and thousands of system that provides a 360˚ view of Ahlsell’s • Changing the behavior of 250 sales managers and 3000 sales agents businesses and contractors to do business with customers as well as their habits. Ahlsell required a new way of thinking. • All costs and revenue that can be passed Pivotal CRM, or the Ahead project as it’s known down to the customer must be distributed Over the past 10 years, Ahlsell has grown internally, had a return-on-investment (ROI) • All key information about a customer must dramatically, acquiring over 50 companies. period of approximately 12 months. be located in a single system Each company brought with it different ways of doing business. Management “With Ahead, we can release the power in our • Customers must view Ahlsell as sales force and channel it in the right direction. made a decision to develop new methods a professional supplier We are able to do this with assurance that for making sales procedures more efficient • Minimal effort for the sales force and to implement a system that could support individual sales agents are not restricted in the new business methodology. their ability to develop creative solutions,” says Solution Jonny Kohlström, Head of Business Processes CDC Pivotal CRM – “Ahead” Solution at Ahlsell. Results Ahlsell decided to implement a new CRM “Our customers think that the external customer • 3000 sales agents have been trained and system that would help sales agents and sales report is very interesting. The comments from are using the system continuously managers at Ahsell be aligned with senior the head of purchasing and four purchasing management objectives. They selected Pivotal agents at one of our most important customers • Pivotal CRM retrieves data from seven other systems CRM from CDC Software. were overwhelmingly positive; they were interested in return orders, the amount due • The system provides “Early Warning” Ahlsell selected Pivotal CRM because of the report and all of the other statistics. They also signals which produce proactive behavior system’s flexibility, the ease of integrating the responded positively to the conversation around • Market segmentation is now more efficient system with other supporting systems, and its increasing the value of the average order user-friendliness. The fact that Pivotal is based • A “win-win” situation has been achieved by offering alternative energy-efficient items on the latest Microsoft technology was an between Ahlsell and its customers that reduce environmental impact,” says Åke important decision-making factor. Jonsson, FC Bygg Luleå. • ROI for the entire project was achieved in approximately 12 months. ”Ahead is much easier to understand, simpler With Ahead, we can and has better information than I thought. release the power that Simply super,” says Mikael Ingelsson, field is inherent in the size sales agent Gävle. of our sales force and Pivotal CRM collects information from many channel it in the right different systems. “With ahead, there is no direction. But also be longer any doubt about how we work with able to do this with business-related processes such as customer assurance that individual segmentation, following-up on bids, contract sales agents are not management or feedback reporting,” says restricted in terms of Jonny Kohlström. their ability to develop creative solutions. Jonny Kohlström Head of Business Processes Ahlsell
  • 2. Advantages Summary • Sales agents have an overall picture of their customers’ Implementing Pivotal CRM is a successful project that purchasing habits, a record of notes from meetings, and has provided Ahlsell’s sales agents and sales managers C A S E a summary report that they can take to customers to talk with a user-friendly tool than can provide a total overview about how to change the way they do business. This of their customers’ purchasing habits (360 degrees). This quickly leads to increased profitability for both Ahlsell and has resulted in many customers changing the way they their professional customers. do business with Ahlsell and has created a “win-win” relationship, where both Ahlsell and their customers have • Pivotal CRM works as an “early-warning” system S T U D Y increased their profitability. and automatically sends signals to salespeople and management when customer behavior falls outside of the The system also means that Ahlsell can still live up to its limits and objectives that Ahlsell has defined, for example, motto, “Ahlsell makes it easy to be a pro.” when a customer is approaching their credit limit, or if the profit margin is dropping. • All critical information is located in a single system. Pivotal CRM collects all the relevant information from seven different systems, e.g. financial systems, credit rating systems, document management systems, ordering systems, Outlook, etc. • Pivotal simplifies segmentation to refine the sales focus and help sales agents visit the “right customers” at the “right time”. CDC Software THE CUSTOMER-DRIVEN COMPANY™ www.CDCSoftware.com Contact Us Today To learn more about how CDC Pivotal CRM “Ahead” can meet your company’s unique business and operational needs, visit www.cdcsoftware.com. Sweden Finland & Eastern Europe United Kingdom Netherlands Spain Americas +46 8 676 50 00 +358 9 8733 522 +44 1 604 63 0050 +31 30 698 55 50 +34 934 802850 +1 800 236 4600 Copyright © CDC Software 2010. All rights reserved. The CDC Software logo and CDC Supply Chain logo are registered trademarks and/or trademarks of CDC Software.