A smarter marketing setup: Bucher Automation’s Salesforce transformation

A close-up view of glass bottles being manufactured in a factory. The bottles are still glowing orange from the heat and are in the process of being molded by machines, with numbers visible on the machinery.
Salesforce-Logo in Blau und Weiß: Digitalagentur fuer Salesforce-Implementierung

The goal

Streamlining marketing processes with digital solutions

Bucher Automation, a specialist in industrial and mobile automation, approached us to make its marketing activities more efficient and optimize internal processes. Potential for development was identified in several areas:

  • Lead & Contact Management: The goal was to create new possibilities for segmenting target groups, qualifying leads, and keeping track of customer communication preferences.
  • Event Marketing & Data Protection: In the area of event communication, the goal was to ensure legally compliant implementation of double opt-in requirements as well as seamless lead capture.
  • Data & Reporting: For well-founded marketing decisions, a reliable data basis was to be created that enables meaningful analyses and clear key performance indicators.
  • Services

    Salesforce Optimization

  • Channels

    Salesforce Sales Cloud

    Salesforce Service Cloud

    Navision ERP 

  • Project Highlight

    A fully automated, data‑driven Salesforce marketing setup 

  • Customer since

    2020

Our Approach:

Understand, shape together, and implement in a targeted manner

In an extensive workshop, we took the time to truly understand the individual needs and pain points of Bucher Automation. With Salesforce Account Engagement, we then implemented targeted solutions that simplify Bucher Automation's processes and increase its efficiency:

  • A woman and a man are standing together in an office hallway, both looking at a smartphone. The woman, with long blonde hair, is dressed in a pink jacket over a navy blue dress, while the man is wearing a white shirt and gray pants. Behind them, a wall is decorated with colorful sticky notes. They appear engaged in conversation and collaboration

    Dynamic segmentation enables Bucher Automation to address its target groups with content individually tailored to them. 

  • Three people sitting on a concrete surface. Two women are seated on the left and right, with a man sitting between them. The woman on the left is wearing a navy blue dress, and the woman on the right is dressed in a beige blazer with a striped shirt. The man in the middle is wearing a white T-shirt, light gray jacket, and blue jeans. They are all looking at a laptop that the man is holding, and they appear to be engaging in a discussion. The background consists of a metal wall, creating a modern and casual outdoor setting.

    We developed a central email template system that standardizes communication and significantly reduces the effort involved in campaign creation. 

  • Three men in a modern office setting, gathered around a laptop placed on a sofa. They are smiling and engaging in a conversation. The man on the left is wearing a white shirt, the man in the middle has a white shirt and is looking at the laptop, and the man on the right is wearing a red and white striped shirt. The background features a dark wall with decorative circular planters and plants.

    A newly introduced preference center allows contacts to choose their own content and communication channels – for more relevance and interaction. 

  • A man is standing outdoors in a park, smiling and looking at his phone. He is wearing a white T-shirt and glasses, with a faint logo on the shirt. The background features green trees and grass.

    For events and newsletters, we designed targeted landing pages that address interested parties in a straightforward manner and simplify lead capture.

  • Two men sitting at a table in a casual yet professional setting, both smiling and engaged in a lighthearted conversation. One man is wearing a white shirt, while the other is dressed in a blue blazer with a pocket square. They appear to be discussing something on a tablet or screen that the man in the blazer is holding. The background is minimalistic, with a dark-colored wall, creating a relaxed yet focused atmosphere.

    Thanks to marketing automation, the response to inquiries or event participation now happens automatically – quickly, precisely, and without manual processes.

  • Three people are working together in a modern office setting. A man in a black shirt stands, smiling, while two colleagues, one wearing a black jacket and the other a brown shirt, sit at a table with laptops. A colorful artwork is visible in the background, and they all appear to be engaged in a discussion.

    With analysis tools, Bucher Automation can now track the success of every campaign and make decisions based on clear data.

A woman and a man are standing together in an office hallway, both looking at a smartphone. The woman, with long blonde hair, is dressed in a pink jacket over a navy blue dress, while the man is wearing a white shirt and gray pants. Behind them, a wall is decorated with colorful sticky notes. They appear engaged in conversation and collaboration
Three people sitting on a concrete surface. Two women are seated on the left and right, with a man sitting between them. The woman on the left is wearing a navy blue dress, and the woman on the right is dressed in a beige blazer with a striped shirt. The man in the middle is wearing a white T-shirt, light gray jacket, and blue jeans. They are all looking at a laptop that the man is holding, and they appear to be engaging in a discussion. The background consists of a metal wall, creating a modern and casual outdoor setting.
Three men in a modern office setting, gathered around a laptop placed on a sofa. They are smiling and engaging in a conversation. The man on the left is wearing a white shirt, the man in the middle has a white shirt and is looking at the laptop, and the man on the right is wearing a red and white striped shirt. The background features a dark wall with decorative circular planters and plants.
A man is standing outdoors in a park, smiling and looking at his phone. He is wearing a white T-shirt and glasses, with a faint logo on the shirt. The background features green trees and grass.
Two men sitting at a table in a casual yet professional setting, both smiling and engaged in a lighthearted conversation. One man is wearing a white shirt, while the other is dressed in a blue blazer with a pocket square. They appear to be discussing something on a tablet or screen that the man in the blazer is holding. The background is minimalistic, with a dark-colored wall, creating a relaxed yet focused atmosphere.
Three people are working together in a modern office setting. A man in a black shirt stands, smiling, while two colleagues, one wearing a black jacket and the other a brown shirt, sit at a table with laptops. A colorful artwork is visible in the background, and they all appear to be engaged in a discussion.
A flowchart illustrating five key concepts: Personalized, Scalable, Automated, Data-driven, and Growth-ready. Each concept is represented by a circular icon, with text labels next to them. The icons and labels are connected by curved lines, arranged vertically in different colors.

The result

More efficiency, more impact, and the foundation for sustainable growth

With the new solution, Bucher Automation is not only optimally positioned in marketing but also perfectly equipped for long-term growth.

  • Personalized Communication: Instead of impersonal mass emails, Bucher Automation relies on targeted, individual address – this noticeably increases relevance and engagement.
  • Better Lead Qualification: Dynamic segmentation makes it possible to identify promising leads faster and develop them further in a targeted manner.
  • More Relevance in Communication: Thanks to the preference center, customers themselves determine which content and channels are appropriate for them. This ensures they receive more targeted information – which increases interaction and strengthens trust.
  • Faster Campaign Implementation: Automated workflows and smart reporting tools ensure that campaigns are implemented faster and successes become directly measurable.
  • Greater Operational Efficiency: Marketing processes are now clearly structured, less complex, and allow for a quick response to new opportunities in the market.
Niklas Weyhmann_Bucher Automation
Niklas Weyhmann Business Developmant Manager

The personalized approach to our customers is now much more targeted

We particularly appreciated the close, partnership-based collaboration at eye level – SUNZINET was a true sparring partner from the very first workshop onwards. The personalized approach to our customers is now much more targeted, and this is also reflected in the increased interaction and greater relevance of the communication.

About Bucher Automation

Bucher Automation is a specialist in industrial and mobile automation solutions and part of the internationally active Bucher Industries. The company supports machine and equipment manufacturers with high-performance control and automation systems – in areas such as packaging and filling, glass, recycling, as well as municipal and agricultural technology.

Want to streamline your marketing with Salesforce, too?

Let’s take a look at where data, consent, and automation slow you down—and how to turn Salesforce into a scalable marketing foundation.

Simply fill in the form to arrange an initial, no-obligation meeting and we will get back to you within 24 hours on working days.

Lukas Kamm - CRM & Digital Marketing - SUNZINET

Lukas Kamm

Business Development Manager

kamm.lukas@sunzinet.com