SUCCESS STORY | RESTALLIANCE
Restalliance — Salesforce CRM: transforming its customer relationship
KPC has deployed Synapse, Restalliance's Salesforce CRM. No more siloed teams and fragmented customer data: a unified vision, from the first contact to contract monitoring, for 3,500 employees.
The data impact
3,500
Restalliance Collaborators
6 months
To deliver the first MVP batch
3 sprints
By batch, using agile methodology
3 activities
Federated: catering, bio-cleaning, training
The data impact
3,500
Restalliance Collaborators
6 months
To deliver the first MVP batch
3 sprints
By batch, using agile methodology
3 activities
Federated: catering, bio-cleaning, training
The data impact
3,500
Restalliance Collaborators
6 months
To deliver the first MVP batch
3 sprints
By batch, using agile methodology
3 activities
Federated: catering, bio-cleaning, training
THE VIDEO TESTIMONIAL
Jean-Philippe, Jérôme and Céline share the Synapse project story
Restalliance's CIO, Project Manager, and CRM Manager look back on the choice of Salesforce and KPC, the agile methodology experienced on a daily basis, the field benefits, and the Agentforce AI initiative that extends the project.
THE VIDEO TESTIMONIAL
Jean-Philippe, Jérôme and Céline share the Synapse project story
Restalliance's CIO, Project Manager, and CRM Manager look back on the choice of Salesforce and KPC, the agile methodology experienced on a daily basis, the field benefits, and the Agentforce AI initiative that extends the project.
THE VIDEO TESTIMONIAL
Jean-Philippe, Jérôme and Céline share the Synapse project story
Restalliance's CIO, Project Manager, and CRM Manager look back on the choice of Salesforce and KPC, the agile methodology experienced on a daily basis, the field benefits, and the Agentforce AI initiative that extends the project.
RESULTS
Results for Restalliance
Time savings on information sharing
Contact details, visit reports, evaluation grids: everything is centralized. Coordination between teams is facilitated.
Results for Restalliance
Alerts on sites at risk
Operational teams are alerted at sites requiring targeted action, coordinated with support functions.
Results for Restalliance
Management made easier with dashboards
The territorial directorates steer the activity with a consolidated view, without manual extraction or dispersed reporting.
RESULTS
Results for Restalliance
Time savings on information sharing
Contact details, visit reports, evaluation grids: everything is centralized. Coordination between teams is facilitated.
Results for Restalliance
Alerts on sites at risk
Operational teams are alerted at sites requiring targeted action, coordinated with support functions.
Results for Restalliance
Management made easier with dashboards
The territorial directorates steer the activity with a consolidated view, without manual extraction or dispersed reporting.
RESULTS
Results for Restalliance
Time savings on information sharing
Contact details, visit reports, evaluation grids: everything is centralized. Coordination between teams is facilitated.
Results for Restalliance
Alerts on sites at risk
Operational teams are alerted at sites requiring targeted action, coordinated with support functions.
Results for Restalliance
Management made easier with dashboards
The territorial directorates steer the activity with a consolidated view, without manual extraction or dispersed reporting.
Context & central challenges
Les enjeux
Siloed teams, fragmented customer data
Restalliance, an independent French group based in Lyon, has been supporting hospitals and medico-social establishments throughout France for over 30 years, with strong nutritional and human expertise.
The group is experiencing sustained and continuous development, driven by its ability to win over new partners. However, the retention of historical clients has not progressed at the same pace: teams worked in silos, without a global view of the prospect and client journey, nor a dedicated block to manage customer data, companies, establishments, and their relationships.
Unite the teams from the group's three activities: catering, bio-cleaning, and training
Centralize customer data to obtain a complete view of the customer journey, from pre-sales to after-sales
Strengthen retention through improved coordination and contract monitoring
Keep an agile method, without a tunnel effect, and an adjustable contractual framework
Context & central challenges
Les enjeux
Siloed teams, fragmented customer data
Restalliance, an independent French group based in Lyon, has been supporting hospitals and medico-social establishments throughout France for over 30 years, with strong nutritional and human expertise.
The group is experiencing sustained and continuous development, driven by its ability to win over new partners. However, the retention of historical clients has not progressed at the same pace: teams worked in silos, without a global view of the prospect and client journey, nor a dedicated block to manage customer data, companies, establishments, and their relationships.
Unite the teams from the group's three activities: catering, bio-cleaning, and training
Centralize customer data to obtain a complete view of the customer journey, from pre-sales to after-sales
Strengthen retention through improved coordination and contract monitoring
Keep an agile method, without a tunnel effect, and an adjustable contractual framework
Context & central challenges
Les enjeux
Siloed teams, fragmented customer data
Restalliance, an independent French group based in Lyon, has been supporting hospitals and medico-social establishments throughout France for over 30 years, with strong nutritional and human expertise.
The group is experiencing sustained and continuous development, driven by its ability to win over new partners. However, the retention of historical clients has not progressed at the same pace: teams worked in silos, without a global view of the prospect and client journey, nor a dedicated block to manage customer data, companies, establishments, and their relationships.
Unite the teams from the group's three activities: catering, bio-cleaning, and training
Centralize customer data to obtain a complete view of the customer journey, from pre-sales to after-sales
Strengthen retention through improved coordination and contract monitoring
Keep an agile method, without a tunnel effect, and an adjustable contractual framework
Our approach
Synapse: a Salesforce CRM built with the teams, using agile
KPC deployed Synapse on Salesforce, a robust and scalable platform chosen for its flexibility and continuous presence alongside customers, from project to run. The agile method, required from the tender stage, structured the entire project.
CRM Centralization
Unifying customer data on Salesforce
Synapse centralizes customer, company, branch, contact, and relationship data, and integrates it with the group's other software. A comprehensive view of the pre-sales and post-sales journey.
Agile method
Regular deliverables, with no tunnel effect
Splitting into batches of 3 sprints, regular validations, ongoing dialogue with the teams. The first MVP batch was delivered in 6 months; users were integrated starting from the scoping workshops.
AI · Agentforce
Agentforce for RFPs
Following on from Synapse, KPC and Restalliance are deploying Agentforce to help central kitchens respond more easily and quickly to calls for tenders, by analyzing consultation files.
Our approach
Synapse: a Salesforce CRM built with the teams, using agile
KPC deployed Synapse on Salesforce, a robust and scalable platform chosen for its flexibility and continuous presence alongside customers, from project to run. The agile method, required from the tender stage, structured the entire project.
CRM Centralization
Unifying customer data on Salesforce
Synapse centralizes customer, company, branch, contact, and relationship data, and integrates it with the group's other software. A comprehensive view of the pre-sales and post-sales journey.
Agile method
Regular deliverables, with no tunnel effect
Splitting into batches of 3 sprints, regular validations, ongoing dialogue with the teams. The first MVP batch was delivered in 6 months; users were integrated starting from the scoping workshops.
AI · Agentforce
Agentforce for RFPs
Following on from Synapse, KPC and Restalliance are deploying Agentforce to help central kitchens respond more easily and quickly to calls for tenders, by analyzing consultation files.
Our approach
Synapse: a Salesforce CRM built with the teams, using agile
KPC deployed Synapse on Salesforce, a robust and scalable platform chosen for its flexibility and continuous presence alongside customers, from project to run. The agile method, required from the tender stage, structured the entire project.
CRM Centralization
Unifying customer data on Salesforce
Synapse centralizes customer, company, branch, contact, and relationship data, and integrates it with the group's other software. A comprehensive view of the pre-sales and post-sales journey.
Agile method
Regular deliverables, with no tunnel effect
Splitting into batches of 3 sprints, regular validations, ongoing dialogue with the teams. The first MVP batch was delivered in 6 months; users were integrated starting from the scoping workshops.
AI · Agentforce
Agentforce for RFPs
Following on from Synapse, KPC and Restalliance are deploying Agentforce to help central kitchens respond more easily and quickly to calls for tenders, by analyzing consultation files.
On KPC, it's above all a matter of trust. There is transparency: I want to know what my partner knows how to do, with whom and how.
Jean-Philippe Wurm
IT Department · Restalliance
Our clients
Our clients
They trust us.
They trust us.
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Marc Jacobs — Redesign of the data foundation in the midst of ERP transformation
Data
Data Platform
→
Finance & Banking
FLOA — A Data platform reviewed and brought back to the state of the art
Finance & Banking
Snowflake
→
Maritime transport
CMA CGM | A single OneStream platform to consolidate, budget, and steer
OneStream
Statutory consolidation
→
Car financing
Toyota Financial Services｜170,000 customers, 100% automated customer journeys on imagino
CRM
Snowflake
→
International public sector
CEB｜ERP transformation on SAP Cloud, at the service of social cohesion
SAP
ERP
→
Retail & Beauty
Rag & Bone — Data platform optimization and preparation for AI use cases
Data
Data Platform
→
Retail & Beauty
Marc Jacobs — Redesign of the data foundation in the midst of ERP transformation
Data
Data Platform
→
Finance & Banking
FLOA — A Data platform reviewed and brought back to the state of the art
Finance & Banking
Snowflake
→
Maritime transport
CMA CGM | A single OneStream platform to consolidate, budget, and steer
OneStream
Statutory consolidation
→
Car financing
Toyota Financial Services｜170,000 customers, 100% automated customer journeys on imagino
CRM
Snowflake
→
International public sector
CEB｜ERP transformation on SAP Cloud, at the service of social cohesion
SAP
ERP
→
A SIMILAR PROJECT IN MIND?
A customer relationship to unify?
Our Salesforce teams deploy custom CRMs, using agile methodology, to unite your teams and customer data.
A SIMILAR PROJECT IN MIND?
A customer relationship to unify?
Our Salesforce teams deploy custom CRMs, using agile methodology, to unite your teams and customer data.
A SIMILAR PROJECT IN MIND?
A customer relationship to unify?
Our Salesforce teams deploy custom CRMs, using agile methodology, to unite your teams and customer data.