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SUCCESS STORY|RESTALLIANCE

Restalliance|Salesforce CRM: transforming customer relations

KPC rolled out Synapse, Restalliance's Salesforce CRM. No more siloed teams and scattered customer data: one unified view, from first contact through to contract follow-up, for 3,500 employees.

KPC key performance indicator
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The impact in numbers

3,500

Restalliance employees

6 months

To deliver the first MVP batch

3 sprints

Per batch, agile method

3 activities

Brought together: catering, bio-cleaning, training

The impact in numbers

3,500

Restalliance employees

6 months

To deliver the first MVP batch

3 sprints

Per batch, agile method

3 activities

Brought together: catering, bio-cleaning, training

The impact in numbers

3,500

Restalliance employees

6 months

To deliver the first MVP batch

3 sprints

Per batch, agile method

3 activities

Brought together: catering, bio-cleaning, training

THE CLIENT STORY ON VIDEO

Jean-Philippe, Jérôme and Céline tell the Synapse story

Restalliance's CIO, project manager and CRM lead look back on choosing Salesforce and KPC, the agile method as they lived it day to day, the benefits in the field, and the Agentforce AI initiative extending the project.

THE CLIENT STORY ON VIDEO

Jean-Philippe, Jérôme and Céline tell the Synapse story

Restalliance's CIO, project manager and CRM lead look back on choosing Salesforce and KPC, the agile method as they lived it day to day, the benefits in the field, and the Agentforce AI initiative extending the project.

THE CLIENT STORY ON VIDEO

Jean-Philippe, Jérôme and Céline tell the Synapse story

Restalliance's CIO, project manager and CRM lead look back on choosing Salesforce and KPC, the agile method as they lived it day to day, the benefits in the field, and the Agentforce AI initiative extending the project.

RESULTS

The results for Restalliance

Time saved on sharing information

Contact details, visit reports, assessment grids: it is all centralized. Coordination between teams gets easier.

The results for Restalliance

Alerts on sites at risk

Operational teams are alerted about sites needing targeted action, coordinated with the support functions.

The results for Restalliance

Steering made easier by the dashboards

Regional management steers the business with a consolidated view, with no manual extraction or scattered reporting.

RESULTS

The results for Restalliance

Time saved on sharing information

Contact details, visit reports, assessment grids: it is all centralized. Coordination between teams gets easier.

The results for Restalliance

Alerts on sites at risk

Operational teams are alerted about sites needing targeted action, coordinated with the support functions.

The results for Restalliance

Steering made easier by the dashboards

Regional management steers the business with a consolidated view, with no manual extraction or scattered reporting.

RESULTS

The results for Restalliance

Time saved on sharing information

Contact details, visit reports, assessment grids: it is all centralized. Coordination between teams gets easier.

The results for Restalliance

Alerts on sites at risk

Operational teams are alerted about sites needing targeted action, coordinated with the support functions.

The results for Restalliance

Steering made easier by the dashboards

Regional management steers the business with a consolidated view, with no manual extraction or scattered reporting.

Background & core challenges

Bringing the teams together, unifying customer data

Siloed teams, scattered customer data

Restalliance, an independent French group based in Lyon, has supported hospitals and care facilities across France for more than 30 years, with strong nutritional and human expertise.

The group has grown steadily and continuously, carried by its ability to win new partners. But retention of long-standing clients had not kept pace: teams worked in silos, with no overall view of the prospect and client journey, and no dedicated component for managing customer data, companies, facilities and the relationships between them.

Bring the teams together across the group's three activities: catering, bio-cleaning, training

Centralize customer data to get a complete view of the journey, from pre-sales to after-sales

Strengthen retention through better coordination and contract follow-up

Keep an agile method, with no tunnel effect, and a contract framework that can be adjusted

Background & core challenges

Bringing the teams together, unifying customer data

Siloed teams, scattered customer data

Restalliance, an independent French group based in Lyon, has supported hospitals and care facilities across France for more than 30 years, with strong nutritional and human expertise.

The group has grown steadily and continuously, carried by its ability to win new partners. But retention of long-standing clients had not kept pace: teams worked in silos, with no overall view of the prospect and client journey, and no dedicated component for managing customer data, companies, facilities and the relationships between them.

Bring the teams together across the group's three activities: catering, bio-cleaning, training

Centralize customer data to get a complete view of the journey, from pre-sales to after-sales

Strengthen retention through better coordination and contract follow-up

Keep an agile method, with no tunnel effect, and a contract framework that can be adjusted

Background & core challenges

Bringing the teams together, unifying customer data

Siloed teams, scattered customer data

Restalliance, an independent French group based in Lyon, has supported hospitals and care facilities across France for more than 30 years, with strong nutritional and human expertise.

The group has grown steadily and continuously, carried by its ability to win new partners. But retention of long-standing clients had not kept pace: teams worked in silos, with no overall view of the prospect and client journey, and no dedicated component for managing customer data, companies, facilities and the relationships between them.

Bring the teams together across the group's three activities: catering, bio-cleaning, training

Centralize customer data to get a complete view of the journey, from pre-sales to after-sales

Strengthen retention through better coordination and contract follow-up

Keep an agile method, with no tunnel effect, and a contract framework that can be adjusted

Our approach

Synapse: a Salesforce CRM built with the teams, in agile

KPC rolled out Synapse on Salesforce, a robust, scalable platform chosen for its flexibility and its continuous presence alongside clients, from project through to run. The agile method, required from the tender onwards, shaped the whole project.

CRM centralization

Unify customer data on Salesforce

Synapse centralizes customer data — companies, facilities, contacts and the relationships between them — and integrates it with the group's other software. A complete view of the pre-sales and after-sales journey.

Agile method

Regular deliveries, no tunnel effect

Broken into batches of 3 sprints, with regular sign-offs and constant dialogue with the teams. The first MVP batch was delivered in 6 months; users were involved from the framing workshops onwards.

AI · Agentforce

Agentforce for tenders

Following on from Synapse, KPC and Restalliance are rolling out Agentforce to help the central kitchens respond to tenders more easily and more quickly, by analyzing the tender documents.

Our approach

Synapse: a Salesforce CRM built with the teams, in agile

KPC rolled out Synapse on Salesforce, a robust, scalable platform chosen for its flexibility and its continuous presence alongside clients, from project through to run. The agile method, required from the tender onwards, shaped the whole project.

CRM centralization

Unify customer data on Salesforce

Synapse centralizes customer data — companies, facilities, contacts and the relationships between them — and integrates it with the group's other software. A complete view of the pre-sales and after-sales journey.

Agile method

Regular deliveries, no tunnel effect

Broken into batches of 3 sprints, with regular sign-offs and constant dialogue with the teams. The first MVP batch was delivered in 6 months; users were involved from the framing workshops onwards.

AI · Agentforce

Agentforce for tenders

Following on from Synapse, KPC and Restalliance are rolling out Agentforce to help the central kitchens respond to tenders more easily and more quickly, by analyzing the tender documents.

Our approach

Synapse: a Salesforce CRM built with the teams, in agile

KPC rolled out Synapse on Salesforce, a robust, scalable platform chosen for its flexibility and its continuous presence alongside clients, from project through to run. The agile method, required from the tender onwards, shaped the whole project.

CRM centralization

Unify customer data on Salesforce

Synapse centralizes customer data — companies, facilities, contacts and the relationships between them — and integrates it with the group's other software. A complete view of the pre-sales and after-sales journey.

Agile method

Regular deliveries, no tunnel effect

Broken into batches of 3 sprints, with regular sign-offs and constant dialogue with the teams. The first MVP batch was delivered in 6 months; users were involved from the framing workshops onwards.

AI · Agentforce

Agentforce for tenders

Following on from Synapse, KPC and Restalliance are rolling out Agentforce to help the central kitchens respond to tenders more easily and more quickly, by analyzing the tender documents.

With KPC it comes down to trust above all. There is transparency: I want to know what my partner can do, with whom and how.

Jean-Philippe Wurm

CIO · Restalliance

Our clients

Our clients

They trust us.

They trust us.

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Illustration of performance and growth

A SIMILAR PROJECT IN MIND?

Customer relations to unify?

Our Salesforce teams roll out tailored CRMs, in agile, to bring your teams and your customer data together.

Illustration of performance and growth

A SIMILAR PROJECT IN MIND?

Customer relations to unify?

Our Salesforce teams roll out tailored CRMs, in agile, to bring your teams and your customer data together.

Illustration of performance and growth

A SIMILAR PROJECT IN MIND?

Customer relations to unify?

Our Salesforce teams roll out tailored CRMs, in agile, to bring your teams and your customer data together.