Customer case
Veolia: Joint Success Story: 2-second data sync between Salesforce and BizMachine at Veolia
Veolia Group designs and provides game-changing solutions worldwide - that are both useful and practical for water, waste and energy management. Its goal is to become the benchmark company for ecological transformation. Veolia Energie ČR (Czechia) is a renowned Czech manufacturer and heat and electric energy provider. It is also the first independent operator of the cold network on the Czech market. Thanks to data integration delivered by Bizmachine and Nextvierw, Veolia Energy ČR gained the needed data for the first customer/partner screening right into its internal CRM system. As the first and foremost benefit of data integration with Salesforce, Veolia sees company financial health screening. Also, the project managers save time and protect the future investments.
Needs that led to Salesforce:
- All data under one roof
- Sales team on the same page
- Objective evaluation of risks of new partnerships
How did Nextview solve this?
Veolia decided to start using the new CRM system. As the implementation partner, they chose Nextview. Having all data in one place is essential in any B2B sales nowadays. For Veolia, a new business partner often means significant investment, therefore their sales teams need to be aligned fast and at all times - so that they can validate whether it is worthwhile to start initiating communication with a new potential partner.
Having a possibility to evaluate the risks coming with the new partnership in advance - and foreseeing the company’s financial health based on the revenue and margin, its behavior on the market, is crucial for Veolia. It means a lot of manual online research and a bit of a “detective” job that is very time-consuming. Plus, each sales rep evaluates the found information very subjectively.
“It is crucial for the first touch with a customer to have all data under one roof. We make decisions faster and save time for project managers. Before, to acquire needed data, the sales rep found the data thanks to the company monitoring received within an email. Today, thanks to Bizmachine API and Nextview Salesforce implementation, all the relevant data are straight in our CRM. When submitting a new business partner, the data is automatically pulled from the public resources.
The key indicator that fosters our decision-making is the financial health of the given company. Many of our projects require investments. That is why the first screening needs to provide us with the most relevant data connected with the potential risks of the project. On top of all, we get an overview of the news and updates from the media - having all necessary information for the first meeting at hand - and in Salesforce.”
- Vladimír Hanák - Deputy Commercial Director, Business Development CZ, Veolia Energie ČR
Choosing BizMachine and Nextview to solve this
Now, the BizMachine data connects to Salesforce with API. When there is a new sales case, the data informing about the financial health of the new subject thanks to the risk indicator connects straight away to CRM. The sales person uses a checkbox to fill out customer data in CRM - be it address, website, revenue, fresh media news, etc. All information is then handpicked and up-to-date.
“For Nextview, this was not the first time we integrated BizMachine and Salesforce. A year ago, we did the integration for our internal needs. This year meant incredible progress and more opportunities within our cooperation with BizMachine. The communication was flawless and very professional. All the documentation we needed to deliver the best service to Veolia (including BizMachine API implementation) was available and easy to follow.
We are happy to be a part of the project of implementing Salesforce at Veolia.”
- Radek Petruška - Developer at Nextview
The main benefits of implementation:
- Partner financial health: The ability to evaluate risks at the first partner screening
- Bulk lead import: The selected data regarding the customers can be now imported at once
- Fast and up-to-date system: Always up-to-date data from BizMachine to Salesforce synced within 2 seconds
- Data enrichment at a large scale: A possibility to add various company data, e.g., risk indicator, revenue growth & more
- New business opportunities: Thanks to the “Prospector” tool, Veolia can look for new business easier
- 360° overview and comfort: The sales team views only the needed data grouped at one place
About Veolia
- Industry: Energy
- Region: Prague, Czechia
- Salesforce product/s: Managed Services
- Number of employees: 2500+
“I consider data an essential tool for our job. We added a “Prospector” to our regular company monitoring that we receive in our email inbox. Then we started to use various company data from Bizmachine directly in Salesforce, implemented by Nextview. We launched two projects at once - getting to know the Prospector from BizMachine and implementing a new CRM by Nextview. It was natural to look for company data integration possibilities directly into Salesforce.”
- Jakub Hřídel - Project Manager, Veolia Energie ČR
About BizMachine
BizMachine is a Data as a Service technological company helping clients be more successful in B2B sales. Trusted by more than 300 customers, BizMachine helps from local to global players like MasterCard or Cisco Systems.
In a nutshell BizMachine analysis the digital footprint of companies, bringing clients new business leads, help with advanced segmentation and prioritization of business opportunities, supporting better conversions on existing portfolios.
For more information, visit www.bizmachine.com
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