Tilman

The company’s export department wanted to modernise its sales management system in order to better track international opportunities, harmonise the work between internal teams and distributors, and increase efficiency in the production and tracking of offers.

The team had several objectives:

• Centralise commercial information and related documents in a single tool;
• Structure the opportunity lifecycle, from initial contact to contract conclusion;
• Automate quotations and ensure better traceability of exchanges;
• Facilitate collaboration between internal teams and international partners;
• Obtain a clear view of the business through consolidated reports.

To meet these needs, Yelido deployed a customised CRM solution based on Salesforce, specifically tailored to the export department’s processes.
The tool now enables the company to:

• Manage opportunities smoothly and transparently, with a clear view of the progress of each project;
• Automate the creation and sending of quotations and commercial documents;
• Centralise product, customer and partner information in a single space;
• Facilitate communication and validation between the various stakeholders;
• Access clear dashboards to track sales performance and the pipeline.
• The implementation was carried out gradually and with support to ensure that users would naturally embrace the new system.

Since implementing CRM, Tilman’s export department has benefited from:

• significant time savings in the daily management of offers and opportunities,
• better coordination between internal and external stakeholders,
• enhanced traceability of exchanges and documents,
• and global visibility of activities and commercial performance.

In short, it is a simple, structured and scalable tool that supports Tilman’s international growth.