3x
Data recorded in CRM
95%
Of field sales activities documented
2h
Less documentation work per rep/week
In the dynamic world of intralogistics, ORGATEX has stood for quality and innovation for years. Originally based on a classic sales approach with a focus on catalogs, emails and telephone calls, ORGATEX recognized the need to rethink its business strategy. With the new motto "Simplify your workflow", ORGATEX set itself the ambitious goal of offering not just products, but complete solutions to simplify its customers' workflow. However, the transformation from a traditional catalog business to a digital solution provider presented the company with major challenges: How to be closer to customers, understand their needs better and at the same time remain efficient in-house?
ORGATEX pursued the clear goal of deepening its relationship with its customers. By increasing its presence on-site and gaining a better understanding of its customers' individual requirements, ORGATEX not only wanted to improve its service quality, but also identify potential for upselling additional intralogistics solutions. The key to this was to quickly and securely record the many details and impressions of the customer on-site and store them centrally. But how could ORGATEX support its field service employees so that they could spend their time effectively with the customer and at the same time ensure complete documentation?
By implementing VoiceLine, ORGATEX achieved an impressive documentation rate of over 95%. Almost every customer interaction is now only recorded on-site with all details, providing up to 3x more context in the CRM for follow-up. This not only enabled seamless tracking of customer inquiries and needs, but also the identification of upselling opportunities. Customized services such as measurement, assembly, installation and commissioning in the sense of a lean factory can thus be offered even more effectively.
