At the top: optimally digitalized financial service providers
Data volumes are growing rapidly, with conventional tools becoming quickly outdated. Alongside restructurings, new regulations and oversight requirements have led to heterogeneous system landscapes in some companies. This is especially true when it comes to financial services: particularly in direct comparison with other industries such as telecommunications, mechanical engineering or software development, we are observing higher potentials here for cost reduction and increased efficiency. Something which is easier for small, modern companies. But no matter the size of the company: things might be stable for the moment, but to keep up with tomorrow, well-executed digitalisation is vital. And that’s where we come in.
Implementation and customisation of Salesforce products such as Sales Cloud, Marketing Cloud, Pardot and Community Cloud
Interlocking marketing and sales work via the Sales and Marketing Cloud or via Pardot
Developing a product-related lead-scoring system, providing custom support for especially “hot” leads
EUROPE’S LEADING ASSET MANAGER
As part of a digitalisation initiative, developing a Salesforce-based management structure for investment properties. Given the unique requirements of the property industry, visualisation of inventory and investment properties (real estate) on a Google map is the best way to ensure good decision making. Existing Salesforce data must thus be geocoded and displayed on a Google map. In addition, over 50 usage scenarios also had to be implemented into the map app. The app must run under Salesforce Classic and Lightning Experience.
- Development of a map app with special features for asset management in the property sector.
- Visualising relevant Salesforce data on a Google map directly within Salesforce.
- Geocoding address data via the Google Geocoding API, thus delivering greater accuracy than the Salesforce geocoding method.
- Duplicate checking of new data records, based on Google geodata services.
- Creating Salesforce data from the Google map, e.g. search results based on a Google Maps search.
- Mapping various usage scenarios via Google Maps and Salesforce platform features.
- By the end of the project, complete digitalisation of the acquisition and administration process had been delivered.
→ Salesforce Sales Cloud Lightning
→ Force.com platform
→ Google Maps API
Top 10 ETF Provider
Sales information was split across several systems. Data exchange took place via files and storage systems. This made it more difficult for the sales, marketing and product development departments to work together. Leads were not being processed systematically and promptly. Some new leads were being forwarded to the relevant sales staff by email. It was not possible to oversee the processes – let alone measure their success. The introduction of a key figure system also failed due to how sales information was stored and processed.
- Introduction of the Sales Cloud for lead, account and opportunity management.
- Integration of various departments on a single platform.
- Implementing the most important sales and sales-related processes into the Process Builder and APEX development.
- Relocating sales-relevant communication to Chatter.
- Connecting Sales Cloud to HubSpot’s marketing automation system, thus creating a 360-degree view of all customer transactions for the marketing and sales departments.
- Development of a lead engine for systematic and speedy processing of new leads.
- Developing and implementing a KPI system based on the Sales Cloud’s reporting and dashboard features.
- Integration of other departments into the Sales Cloud via a SharePoint-based workflow management system from Nintex.
→ Salesforce Sales Cloud
→ Microsoft SharePoint
→ Nintex Workflow