Digitalization gaps put revenue at risk
Gerhard Mann GmbH & Co. KG is one of the leading regional suppliers to trade professionals in the Landshut area, covering bathrooms, tiles, steel, and energy. The wholesaler looks back on almost 100 years of history — and, like many other long-established mid-sized companies, ran into a familiar challenge:
The company hadn't deeply digitalized its sales processes, and that created a number of problems:
There was no systematic way to manage sales or get real intelligence on it — the team struggled just to work out which customers should come first.
Customer knowledge wasn't captured systematically. It lived in individual employees' heads, in emails, and in spreadsheets, which made it hard to access.
As a result, employees had no 360-degree view of their customers, and field reps had to invest a lot of time just to prepare properly for a visit.
Managing director Benedikt Forsthofer saw the risk this created: if customers can churn unnoticed and only a handful of employees act proactively on sales opportunities, revenue growth suffers.
A first attempt to fix this fell short: a small CRM tool that never integrated into the existing workflows of inside and field sales. It quickly became dead weight. But the attempt helped the team define more precisely what the right solution needed to do:
Gerhard Mann was looking for a partner who would work hand in hand with the team and bring new technology into day-to-day sales quickly, without adding extra maintenance work.
That's what led to the decision to choose Plato as the platform for sales intelligence.