スプレッドシートから卓越した営業へ – HAグループがコネクテッドセールスの未来構築に向けて飛躍

2025年10月21日
読了時間: 2分

更新日：3月19日

ABOUT HA GROUP

ヒュッテネス・アルベルトゥス・ケミッシェ・ヴェルケ社は、100年以上の歴史を持ち、30カ国以上で事業を展開する、鋳造用化学品分野における世界的な家族経営のリーディングカンパニーです。バインダーやコーティング剤から積層造形まで、鋳造プロセス全体にわたる革新的で持続可能なソリューションを提供しています。

🇩🇪 Germany

チャレンジ

Alongside manual work in spreadsheets, emails, and other tools, HA Group also used a bespoke, customized Salesforce solution to manage sales activities. However, without a well-set-up, globally defined CRM system, there was no unified, consistent overview of opportunities, customer interactions, or market trends. This resulted in fragmented and siloed data across regions, which limited visibility into key metrics (e.g. customer retention, competitor information) and slowed strategic decision-making and response times across.

解決

With one integrated platform connecting CRM and ERP data, HA Group has advanced its digital sales excellence — guided selling now drives quality and consistency, while automation replaces time-consuming manual work. Real-time SAP integration accelerates pricing and quoting activities, cutting down system- switching time and improving response speed throughout the organization. Sales Cloud provides account managers and executives with real-time visibility into customer activities, opportunities, and competitor data — even at the product level. Interaction reports and dashboards provide transparency across countries and customer segments, empowering teams to make

data-driven decisions.

パートナー価値

Together with Kliqxe, the HA Group mastered their agile CRM transformation, spanning time zones from America to Southeast Asia. Collaboration was marked by a hands-on, collegial approach — with transparent communication and a shared focus on results. Together, they streamlined processes and used the team’s expertise to create a practical, easy-to-use, and scalable solution. Continuing their digital journey, Kliqxe remains a trusted partner as this project paves the way for future sales excellence and the company’s global growth and customer-focused vision.