From Spreadsheets to Sales Excellence – HA Group’s Leap into Building a Connected Sales Future

charlessigmon
Dec 13, 2023
2 min read

Updated: 3 days ago

ABOUT HA GROUP

Hüttenes-Albertus Chemische Werke GmbH is a global, family-owned leader in foundry chemicals with over 100 years of expertise and presence in 30+ countries. They deliver innovative, sustainable solutions across the entire casting process, from binders and coatings to additive manufacturing.

🇩🇪 Germany

CHALLENGE

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.

SOLUTION

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.

PARTNER VALUE

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.

Profile of the engagement

40 Users
13 Countries subsequently rolled out
within the next months

Salesforce

Sales Cloud

Integration

Real-time SAP integration by Overcast

Our partnership with Kliqxe has been incredibly productive and fast-paced, allowing us to shape significant business value and define a clear path for the future through deep customer insights. - Caroline Kubiczek, Head of Digital Transformation (HA Group)