Cotes is a medium-sized family-owned Danish company located in Slagelse. For more than 30 years, Cotes has developed, produced and sold high-quality dehumidifiers, which are used in wind turbines, waterworks, spray drying plants, food production and many other places.
In 2018, Cotes won the Gazelle Prize, a prestigious prize awarded to the fastest growing companies in Denmark.
Yield
-
Simplified data structure
-
Always up-to-date information and smart use of customer information
-
Streamlined data management
Cotes switched to Corpital as a Salesforce implementation and sparring partner. With a new simplified data structure, management has gained a better overview of their pipeline and now has a CRM system that is being used.
Products
From Pipedrive to Salesforce
Cotes outgrew their previous CRM system - Pipedrive - and decided that Salesforce should be their new CRM and support system.
However, Cotes never really got started to use their new CRM system, as they hadn’t migrated their data correctly from Pipedrive. The system was characterized by many duplicates and lack of data, which created frustration among the users.
Thomas Larsen, Sales Director at Cotes says: “When we had to move our data from Pipedrive, we got a brief guide from our then supplier, and then we could otherwise just get started. Our data import went wrong, resulting in a myriad of duplicates and erroneous data, and as a result, our users did not use the system as intended.”
The starting point for good collaboration
Corpital was chosen as the sparring partner, as Cotes wanted a new organization who could manage the data migration process step-by-step, including the assurance that the migrated data could be used effectively in Salesforce.
Together, Corpital and Cotes planned the data migration. Cotes had already started working in Salesforce, but it had not been taken into account, for example, what information in Pipedrive could provide value in Salesforce.
The task was to delete all data from Pipedrive that was not yet affected in Salesforce. Next, the remaining data was enhanced in Salesforce. A number of new fields had to be created to store information from Pipedrive, which may or may not be used in the future. Finally, all data from Pipedrive was uploaded to Salesforce, where all data relationships are now established correctly.
Simplification of processes and high user adoption in focus
Following a successful re-launch of Salesforce, which included user training, Cotes wanted help to streamline its support processes using Salesforce. After several iterations, one process was agreed upon, with other inquiries categorized as ‘sales’ or ‘other internal processes’.
Corpital has acted as an implementation and sparring partner throughout the process. One of the fundamental needs was for Salesforce users to know that the system was developed to be effective and deliver a good experience for them. To achieve this, they have had a big impact on how the Salesforce user interface can make their daily lives easier - all factors that play a big role in relation to user adoption.
“We have been very satisfied with Corpital throughout the process. They understand our business and can look into our overall challenges, which we solve together in a good way.”
References
We have done it for others. We can do it for you.
Got questions?
