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KLEEN PURGATIS: Digital Customer Relationship Management with Salesforce

Digital Sales Processes Using Salesforce Sales Cloud

About KLEEN PURGATIS

Based in North Rhine-Westphalia, KLEEN PURGATIS is a leading provider of cleaning, personal care, hygiene and disinfection products. As part of the BUDICH GROUP, which has been in existence for over 140 years, the company offers high-quality products for customers operating in the healthcare, hotel, catering and facility management industries. KLEEN PURGATIS places particular emphasis on making the cleaning process a simple, effective, safe and sustainable part of daily work – in line with its philosophy of »simply conscious cleaning«. With sites in Hiddenhausen and Wittenberg (Saxony-Anhalt), the company produces a wide range of cleaning products that are valued in both private and professional settings.

Project Successes

Customer Management Transformation via Salesforce Sales Cloud

Central Source of Customer Information

Together with dotSource, KLEEN PURGATIS transformed its customer management from predominantly analogue processes to Salesforce Sales Cloud. This digital solution makes it possible to flexibly manage customer data on the go. With the option to create reports on the spot, documentation processes are seamlessly integrated into daily workflows, establishing a single source of truth for customer data that can be accessed at any time.

Lead Management Thanks to Salesforce Solution

Efficient Lead Management

The project resulted in optimised lead management, digitally mapping KLEEN PURGATIS' complex sales structure. In this regard, the easy-to-use Salesforce solution provides support through lead structuring and reminders. This improves internal workflows and boosts satisfaction, making sure that customers are served in line with their needs and at the right time.

Data-Driven Decision-Making to Serve Customers in Line with Their Needs

Data-Driven Business Strategy

Thanks to the implementation of Salesforce Sales Cloud, KLEEN PURGATIS is able to make accurate forecasts based on valid data. This enhanced transparency regarding customer needs allows for more precise production planning. With data-driven decision-making serving as the basis for the business strategy, the company can align its activities more effectively with the latest market developments.

Client

KLEEN PURGATIS GmbH

Industry

Cleaning Chemicals

Technology

Salesforce CRM (Salesforce Sales Cloud)

Focus

CRM

What Our Client Says

The project with dotSource is based on an exceptionally trusting partnership. Right from the start, the digital agency worked closely with us to gain an understanding of our sales processes. This made it possible to successfully transfer our business model to the CRM solution from Salesforce.

Markus Bolze, Head of Sales Operations, KLEEN PURGATIS GmbH

You Too Can Benefit from Salesforce Sales Cloud

  • Centralised overview of customer information
  • Efficient customer data management using digital tools
  • Optimisation of sales processes through automatic reminders
  • Data-driven forecasting to help shape the business strategy
  • Customisability and outstanding usability
  • Modular extensibility to meet industry-specifc requirements

Download the success story now

Other Projects We Have Already Implemented for KLEEN PURGATIS

Want to learn more? I'm looking forward to hearing from you!

Nadine Kannengießer

Nadine Kannengießer

Account Executive

Digital Business

+49 711 252769 52

n.kannengiesser@dotSource.de