Customer Case
Elevating Wandelbots' Business Growth and Scalability: Nextview's Salesforce-Powered Journey
Wandelbots - Democratizing Robotics: At Wandelbots, they strive to break down the boundaries in robotics that have been constructed by complex and fragmented programming systems. Their primary focus is on developing an easy-to-use software solution from production planning to operations that accelerates automation and enables individuals from various backgrounds to collaborate with industrial robots and explore possibilities beyond.
“Nextview team has engaged in our project with a clear get-things-done approach. The whole implementation was delivered very professionally; we had trust in Nextview the whole time and it paid off. Really good job done. ”
- Katharina Jessa - Chief Revenue Officer at Wandelbots
Overcoming Challenges and Streamlining Growth with Salesforce Solutions
Wandelbots faced several challenges that hindered its business growth and scalability. Their internal systems and way of working were not aligned with their business goals.
Their existing business processes did not correspond to the development of their business, resulting in high level of manual work, low efficiency and automation in the sales and customer success process.
The absence of a single source of truth led to data discrepancies and management challenges. The majority of their business was managed using large Excel sheets and an internally developed CRM system.
To overcome these obstacles, Wandelbots decided to implement a state-of-the-art Salesforce solution. Nextview applied the standard Salesforce project approach to address Wandelbots' challenges. It conducted a thorough analysis of their business requirements and to-be business processes. Despite the fact that Wandelbots was in the process of defining their to-be marketing, sales and customer care internal processes - the so-called “Kick-ass cycle”, Nextview and Wandelbots were able to analyze, document, and sign it off in tight deadlines.
“Initial phase of the project was challenging. However, Wandelbots and Nextview teams were passionate about achieving the desired outcomes and cooperation was on the highest level. We leveraged small demos and prototyping approaches to streamline the process and get to the results as quickly as possible.”
- Lubos Vesely - Project Manager at Nextview
Transforming Wandelbots' Business Operations with Salesforce Solutions
To address Wandelbots' needs, Nextview implemented the new “Kick-ass cycle” processes within Sales and Service Cloud, CPQ , and Marketing Cloud Account Engagement. On top of the solution, Nextview also integrated an external product catalog into CPQ and developed the customized component within Salesforce.
The implementation of the Salesforce solutions resulted in significant improvements for Wandelbots. They experienced enhanced sales and customer service processes, reduced time to manage customer relationships at each touchpoint, established a single source of truth, and increased data accuracy.
The adoption of the new system was excellent across the company, with the sales team being early adopters. The customer service team joined later after the relevant data was cleansed and migrated. Wandelbots has more than 45 active users currently, a rapidly growing number of accounts, contacts, and leads. Colleagues working with old-fashioned Excel sheets adopted a new solution as the first ones and it freed up their hands to focus on more relevant and valuable tasks and activities.
"Working with Nextview was a pleasure. We met Go-live goals in time, budget, and quality. Tailored solutions during Business Analysis and seamless implementation, driven by their profound tech and project expertise, were complemented by outstanding project transparency, risk management, and communication. Their well-prepared training and adoption approach stood out. I'd eagerly collaborate with Nextview again and highly recommend their exceptional services."
- Phillip Riedel - Head of IT at Wandelbots
Driving Change and Empowering Users
The leadership team played a crucial role as the driver of change. The team understood how Salesforce could support Wandelbots on their journey to growth and scalability.
The implementation of the Salesforce solutions addressed Wandelbots' challenges and pain points effectively. By streamlining their sales and customer service processes, automating repetitive tasks, and providing a single source of truth, we enabled the users to work more efficiently and access accurate data. This made their jobs easier and allowed them to focus on providing better sales and customer service experiences.
