Case Study – Falcon Food Service
Achieving automation, streamlined workflows and an integrated Sales CRM by Salesforce for Falcon Food Service
About Falcon Food Service
Falcon Foodservice Equipment is the UK’s leading manufacturer of professional cooking equipment, supplying operators and chefs across Europe, the Middle East, and Asia. With a strong focus on innovation and quality, the company offers a diverse range of commercial catering solutions designed to meet the needs of modern kitchens. Key highlights include their commitment to sustainability and customer support, ensuring they remain a trusted partner in the catering industry.
The challenge
Falcon Food Service didn’t have any centralised CRM system in the company. With sales operations being managed through office tools, data was fragmented across business units, lacked a 360-degree customer view and unified reporting. Need for territory-based selling capabilities was key requirement.
The solution
Gauri implemented a centralised CRM supporting standardised business processes across Falcon Food Service. Salesforce CRM improved data visibility and accessibility across the organisation and provided enhanced reporting capabilities, including territory-based insights. With a comprehensive 360-degree view of customers, Falcon Food Service increased its efficiency through automations and streamlined workflows.
How Gauri added value
Utilising our Rapid Deployment Solution (RDS), Gauri swiftly transformed Falcon’s sales system:
- Fast Implementation: Implemented Salesforce Sales Cloud in just three weeks
- Efficient User Journies: Designed a streamlined, minimum-click solution tailored to Falcon’s processes. Implemented a user-friendly CRM with automations and cross-hierarchy visibility
- Customised Reporting: Created custom enhancements for target vs actual order reports. Implemented robust data quality checks and duplication management. Designed customised dashboards with role-based conditional visibility
- Outlook Integration: Integrated Salesforce with Outlook for enabling seamless communication between Sales team and prospects.