Ascon Tecnologic is an Italian company that develops, produces and markets a complete range of products for the regulation and automation of machinery and system in the manufacturing sector, process and refrigeration.
The Ascon Tecnologic group has more than 300 employees and manufactures over one million tools each year in its two production centers.
Ascon Tecnologic operates in more than 50 countries with five branches, its own agents and an extensive distribution network capable of assisting customers technically and commercially.
Manual data collection by individual operators, without standardization.
Incorrect management of Orders and Invoices from a single platform. Additionally, the available data is hard to interpret.
Skepticism toward integrating their ERP software with currently available management systems.
Centralizzare tutti i dati inerenti a potenziali clienti, clienti, fatture, prodotti e ordini.
Assegnare i potenziali clienti direttamente all’area manager competente in base al paese di provenienza e/o prodotti scelti.
Monitorare l’intero processo di vendita e l’operato dei Sales Manager. Ottimizzare il processo di vendita.
We developed a fully customized platform for the client's business model. All information was organized into custom fields determined with the client to ensure an organized and efficient management system.
We created multiple allocation rules and logics to cover the different needs of the client. This allowed us to have clear guidelines within the company for the correct profiling of master records.
We automatized all the different activities within the company that were previously performed manually, reducing the margin for human error.
Weekly reports for individual area managers
Assignment to owner by product and/or geographic area
OmniChannel Follow-Up system to avoid loss on stand-by negotiations
Evergreen and fully automated marketing flows on Dynamic List
Optimization of the entire sales process
Based on the project's objectives and the company’s characteristics, the project team identified the best implementation solutions to fully leverage Salesforce’s capabilities.
We developed the project through weekly SALs (Status Update Meetings), maintaining constant alignment with the client for quick and direct feedback throughout the project’s evolution.
After implementation, we created comprehensive project documentation to ensure that all users could easily understand and follow the implementation logic.
Upon project completion, we conducted an extensive training session on using Salesforce tools customized to the company’s needs.
Sales Cloud
Sales Cloud Sales Cloud provides all the tools needed to manage a business. It allows the generation of the best leads, the management of ongoing sales opportunities and the nurturing of relationships with existing accounts, as well as revenue forecasting, setting up sales territories and organizing agents into sales teams.
Account Engagement
Account Engagement enables the tracking of all Prospects and follows them step by step until the Opportunity closes. It is presented as a Salesforce add-on module providing the possibility to implement marketing flows directly within the management system. In addition, it is possible to profile in the most exhaustive way possible, thanks to grading and scoring logics, all database master data.
Analysis
Direct analysis with the client regarding key needs and critical issues.
Infrastructure
Setting up Salesforce infrastructure through documentation shared with the customer.
Logics and Rules
Connect the built infrastructure through well-defined logics and rules in order to permanently simplify internal and/or external processes.
Automation Flows
Connect the implemented infrastructure through well-defined logics and rules, so as to permanently simplify internal and/or external processes.
Interactive Dashboard
Create Digital Dashboards to monitor in detail the entire Business Model.
Training
Provide vertical training to the company's staff so as to optimize the management of negotiations and contracts.
We customized Salesforce logic by creating:
Assignment System:
Works autonomously as a new Lead enters the management system.
Correlation between Custom Fields:
Rules and related custom picklists help support the profiling of potential customers.
We redesigned the concept of customer profiling:
Synergy between the different sections
Filling Rules
Documents relevant to the potential client
Agent's quotes
Correlation between one field and another
Real-time synchronization
We have integrated their ERP software:
Dedicated area for all master data from ERP
Total integration and synchronization of Salesforce management software
Goals Analysis
Direct analysis with the client regarding their marketing objectives
Support the Sales Team
Create internal forms within the platform, with subsequent release on dedicated pages of the website
Flows
Implement nurturing flows based on user experience and targeted to conversions
Segmentation
Provide interested leads with additional insights specific to their selected interest over time
Tracking
Site-side tracking and/or email conversion. In addition, specific campaigns have been created on Salesforce, within which you can see the ROI and get an instant idea of what is performing
Training
Provide vertical training to the company's staff on the use of the platform
The Tech team helped Ascon Tecnologic centralize its business data by enabling Sales to independently and easily manage negotiations.
This allowed Ascon Tecnologic to optimize their negotiation management timelines, quickly taking care of orders.
Lastly, through the Marketing Module and the customization, the team provided a straightforward approach to better communicate with customers and/or potential customers.
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