Digitalisation in the Accounting Sector

The mobility industry; using digital transformation to increase efficiency and customer satisfaction

0 %
time reduction in customer invoicing
0 %
profit increase through less idle power

1. Company Bio: belmoto
Moderne Mobilität aus einer Hand

belmoto advises its customers on new sustainable mobility concepts which fulfil the changing needs and requirements in the world of New Work and climate sensitivity. If required, the Hamburg-based company can also assume responsibility for the management and administration of an entire corporate mobility system. Alongside car subscription, bike leasing, fleet management and public transportation tickets, belmoto's portfolio also includes the Mobility Card, which enables employees to freely combine different means of transport within the scope of an individual mobility budget, whilst also profiting from benefits provided by cooperation partners. By developing, implementing and managing innovative mobility concepts, belmoto ensures cost-efficient, sustainable corporate mobility and a high level of employee satisfaction.

Services:

3-month

Project Duration

More information:

Salesforce Licences in Use:

4x Service-/Sales-Cloud Licences

Automated and streamlined service process, above all in Accounting

20x Enterprise Applications

Cross-team collaboration with employees, who don’t required full access

2. From putting out fires to building up trust

The initial contact to belmoto came from Salesforce itself. The aim of the first joint meeting was to conduct a Pardot* demo, in order to explore the possibilities and added value of marketing automation.

We travelled to belmoto well-prepared and received a friendly welcome – but were at the same time surprised by the tense atmosphere. It turned out that belmoto was very unhappy with their Salesforce organisation at the time and were looking to terminate their contract..

Hearing this, we threw our plans for the meeting out the window and instead focused on getting an overall picture of the situation. We then went through the points of criticism step by step to make sure that we really understood belmoto’s pain points and requirements. We were able to find solutions for every single problem named, won the contract and proceeded to implement everything as promised during the course of the project.

In doing this, we established fundamental trust in the project and our partnership, paving the way for a long and successful collaboration.

It is not enough to offer good technological solutions. This case is an excellent example of how important it is to listen carefully and probe further. Only once we have fully understood the customer can we advise them well and resolve the pain points step by step. "

Reza Ghalamkarizadeh

CEO, aquilliance GmbH

3. Project Background:
Challenges in invoicing and customer management

In 2015, belmoto faced a turning point: the processing of incoming invoices was inefficient and error-prone, characterised by the flood of paper in the accounting department.

The company, which had made a name for itself with innovative mobility concepts since its’ founding in 2009, was confronted with an accounting system that was inefficient due to paper-based, time-consuming processes and which had resulted in pushback from customers.

The consequent challenges for the business were obvious; manual processes had led to an inefficient use of resources and lower customer satisfaction.

Digitalising these processes was therefore an urgent necessity in order to optimise internal processes, increase customer satisfaction and promote company growth.

At that time, there was a veritable flood of paper in the accounting department. We saw the project as a change management challenge, but above all as an opportunity to generate quality and focus on the really important issues. I'm still amazed at what we achieved in our collaboration with aquilliance and how we managed the digital transformation step by step!"

Philip Kneissler

CEO, belmoto GmbH

You want to learn more about speak with our experts at aquilliance?

4. Goals Requirements:
Complete Digitalisation of the Invoicing System

The main objective of belmoto was to quickly convert the analogue invoicing process into a digital system with transparent billing to increase efficiency, reduce errors and increase customer satisfaction.

The digitalisation and automation of all processes, from customer enquiries and order processing through to the creation and management of invoices, was intended to create a smooth, paperless process.

Employee satisfaction also has a direct impact on customer satisfaction. Therefore, the realisation of an efficient and satisfactory working environment led to a win-win situation.

To achieve this, the following requirements were set out:

  • Complete digitalisation and automation:
    All processes, from customer enquiries to invoice management, were to be digitalised and automated.
  • Involvement and training of employees:
    All relevant stakeholders were to be kept up to date, involved and trained to ensure a smooth process and correct use of the new tools.
  • Scalability and cost control:
    The system must be scalable for future growth and should be implemented as quickly and cost-effectively as possible.

5. Solution: Tailor-made Salesforce Platform for streamlined processes

Following an initial conceptual workshop, we, in close cooperation with belmoto, developed a customised Salesforce solution that digitally maps the entire business process in accordance with the objectives and requirements.

Custom development means a seamless, paperless flow that centralises all necessary data and workflows. This approach enables belmoto to work more efficiently without the need for interfaces with different systems. All phases of the sales process, from customer acquisition to order to invoicing, have been seamlessly integrated into the Salesforce platform.

Our success with this customised solution is due to a fundamental understanding of belmoto’s initial situation and business model. This enabled us to successfully implement the specified requirements, work closely with belmoto employees and immediately improve customer satisfaction.

Complete Digitalisation

Moving to a paperless system has significantly sped up and simplified our processes.

Automated Processes

Thanks to automatisation, processing times and errors have been minimised.

Transparent Invoicing

A clear and transparent invoicing system encourage trust in our clients and reduces questions.

Massive Time Saving

The average time for invoicing for customers was reduced by 75 %.

6. Added Value: Profit Growth through Efficiency

The digital transformation at belmoto corresponds to a profound reorganisation of the company. The implementation of a customised Salesforce solution has not only digitalised and optimised internal processes, but has also significantly improved the customer experience and created the foundation for further scalability.

75 % time reduction in customer invoicing

98 % reduction in errors

80 % less questions regarding invoices

7,5 % profit increase through less idle power

Our client's response

kundenlogo-belmoto-white

Philip Kneissler

CEO

Rating:

‘I can really recommend everyone to invest in digitalisation and digital transformation. This also means buying time with a potential partner to properly work out the challenge. If you are looking for professional and experienced external support, I can only recommend aquilliance.’

* Pardot was renamed “Marketing Cloud Account Engagement” by Salesforce. We are still getting used to the new name and will use it as soon as the new name has been accepted by the market and users.

Learn more and book a first call with us!

You would like to learn more about this case study, or discuss your requirements with us?

In 30 minutes, we dedicate ourselves to your questions in a video call and find out together how we can help you.

I am happy to draw on my knowledge from over 20 years of CRM experience to discuss the next steps together without committment. I look forward to getting to know you.

Reza Ghalamkarizadeh

Founder Managing Director


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