Aptean Case Studies Ricardo Molina Implements Pivotal CRM for Business Expansion

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	Ricardo Molina Implements Pivotal CRM for Business Expansion Aptean

Ricardo Molina Implements Pivotal CRM for Business Expansion

Aptean

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Chemicals
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Supply Chain Visibility
Services	Software Design & Engineering Services System Integration
Challenge	Ricardo Molina, a leading chemical distribution company, was facing challenges with its outdated and obsolete CRM system. The company had recently brought on a new commercial management and marketing team and needed a system that could support their technicians both online and offline. The company was also looking to optimize processes and reduce costs. The management team realized that they did not have a 360-degree view of their customers, products, business opportunities, visit reports, updated contacts, and financial data. They also lacked a tool for supplier management and for a more global view and tracking of their business. These shortcomings were critical in the company's decision to seek a software solution that could automate these actions and optimize costs and processes. Read More
About Customer	Ricardo Molina S.A. Unipersonal is a family-owned business founded in 1927. The company specializes in the distribution of specific chemicals and natural ingredients used in the manufacture of consumer goods, industrial materials, and research products. Ricardo Molina leads the Iberian market and is currently undergoing a significant international expansion, with nine subsidiaries across four continents. The company operates in Spain and Portugal, as well as in North Africa, including Morocco, Algeria, Tunisia, and Libya. Some of these countries are directly serviced from Spain, while others are serviced through Ricardo Molina Maroc, a subsidiary company. The company's headquarters are in Barcelona, and it also has offices in Madrid, Oporto, and Casablanca, as well as a modern logistics center in Montmeló, Barcelona, which services all the group's subsidiaries. Read More
Solution	Ricardo Molina chose to implement Pivotal CRM to address their challenges. Pivotal CRM offers a comprehensive view of sales activities, with detailed descriptions of performed and anticipated actions, results, competitors, expectations, and more. The solution is highly autonomous and does not require third-party involvement to capture information. Compared to other CRM solutions, Pivotal CRM stands out for its complete functionality, technology, and flexibility, as well as its ease of use and ability to integrate with existing solutions. The solution was chosen because it best met Ricardo Molina's technological and functional requirements. The implementation of Pivotal CRM took four months and was integrated with Outlook for seamless operation. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Chemicals

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Supply Chain Visibility

Services

Software Design & Engineering Services

System Integration

Challenge

Ricardo Molina, a leading chemical distribution company, was facing challenges with its outdated and obsolete CRM system. The company had recently brought on a new commercial management and marketing team and needed a system that could support their technicians both online and offline. The company was also looking to optimize processes and reduce costs. The management team realized that they did not have a 360-degree view of their customers, products, business opportunities, visit reports, updated contacts, and financial data. They also lacked a tool for supplier management and for a more global view and tracking of their business. These shortcomings were critical in the company's decision to seek a software solution that could automate these actions and optimize costs and processes.

About Customer

Ricardo Molina S.A. Unipersonal is a family-owned business founded in 1927. The company specializes in the distribution of specific chemicals and natural ingredients used in the manufacture of consumer goods, industrial materials, and research products. Ricardo Molina leads the Iberian market and is currently undergoing a significant international expansion, with nine subsidiaries across four continents. The company operates in Spain and Portugal, as well as in North Africa, including Morocco, Algeria, Tunisia, and Libya. Some of these countries are directly serviced from Spain, while others are serviced through Ricardo Molina Maroc, a subsidiary company. The company's headquarters are in Barcelona, and it also has offices in Madrid, Oporto, and Casablanca, as well as a modern logistics center in Montmeló, Barcelona, which services all the group's subsidiaries.

Solution

Ricardo Molina chose to implement Pivotal CRM to address their challenges. Pivotal CRM offers a comprehensive view of sales activities, with detailed descriptions of performed and anticipated actions, results, competitors, expectations, and more. The solution is highly autonomous and does not require third-party involvement to capture information. Compared to other CRM solutions, Pivotal CRM stands out for its complete functionality, technology, and flexibility, as well as its ease of use and ability to integrate with existing solutions. The solution was chosen because it best met Ricardo Molina's technological and functional requirements. The implementation of Pivotal CRM took four months and was integrated with Outlook for seamless operation.

Impact #1	The implementation of Pivotal CRM has enabled Ricardo Molina to manage more comprehensive and necessary data, adding more value to the salesmen's activities and allowing senior managers to support them and make well-informed decisions.
Impact #2	The team can now access the necessary information and generate reports for management after every visit thanks to the mobility module.
Impact #3	The solution has provided a tool for strategic management, allowing the company to better track and manage every business opportunity and analyze sales.

Impact #1

The implementation of Pivotal CRM has enabled Ricardo Molina to manage more comprehensive and necessary data, adding more value to the salesmen's activities and allowing senior managers to support them and make well-informed decisions.

Impact #2

The team can now access the necessary information and generate reports for management after every visit thanks to the mobility module.

Impact #3

The solution has provided a tool for strategic management, allowing the company to better track and manage every business opportunity and analyze sales.

Benefit #1	Implementation time was reduced to 4 months.
Benefit #2	The solution provides dynamic tracking of sales activity by executive management.

Benefit #1

Implementation time was reduced to 4 months.

Benefit #2

The solution provides dynamic tracking of sales activity by executive management.

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Overview

Ricardo Molina Implements Pivotal CRM for Business Expansion

Operational Impact

Quantitative Benefit