Sales Cloud & Pardot
Project type

Customer satisfaction
About our customer

Promic supplies mobile presentation systems. A wholesaler that does not think in standard options, but that works continuously and actively on product development and range expansion, now and in the future. Promic stands for quality, service, and a competitive price, and has stood for it for more than 10 years. A reliable partner that is active in 37 European countries: the address for one-stop shopping.


How can Promic support its commercial activities through IT, whereby the return on these activities will increase measurably and significantly, and which inspires users with new information?

Profit4SF approach

After several substantive sessions with members of both the management and sales team, Promic’s wishes have been clearly identified. The main goals that Promic wanted to achieve through Salesforce are:

Improve collaboration with customers and colleagues.
Make commercial activities measurable, increase and inspire them.
Provide an overview of the customer and historical data.
One central future-proof platform for Sales, Service and Marketing, with growth opportunities for Communities and Salesforce Einstein.
Increase efficiency through integrations with Microsoft Navision, Outlook, and telephony.
Send personalized and relevant content through automated email journeys and provide an overview of online activities of prospects, so that sales can respond to this.
Gain insight into data using reports and dashboards.

The goals were eventually translated towards Salesforce and Pardot. This results in a 360-degree customer view, where users are always aware of the latest customer developments, both on desktop and mobile. Users can record activities, so that data becomes transparent and people can collaborate better. Due to the integration with Microsoft Navision, the prices applicable to the customer can be collected immediately. The user can generate a quotation at the touch of a button and send it via the DocuSign integration for fast processing.

With Pardot, the Marketing department can offer personalized and relevant content through automated email journeys to both potential and existing customers. Moreover, the seamless integration between Pardot and Salesforce gives the Sales department insight into all online activities, so that immediate action can be taken.