As Ocean Outdoor established its German business, there was an opportunity to build the commercial processes and supporting Salesforce environment from the ground up.
CRM-plus helped create that foundation, starting with the way the business needed to sell and manage its customer relationships. The work included the basic Salesforce setup, accounts and contacts, product management, the selling process and the structure for agreements and discounts.
Particular attention was given to the commercial realities behind pricing and discount arrangements. Rather than forcing the business into a generic CRM model, Salesforce was designed to reflect the way Ocean Outdoor actually worked, including more complex and less transparent discount structures.
At the same time, group and sales pipeline reporting, dashboards and document generation were introduced to give management better visibility and support the commercial team in its day-to-day work.
The result was a practical Salesforce foundation for a new business: structured enough to provide control and consistency, while leaving room to evolve as Ocean Outdoor Germany continued to develop.