Rising to the top - Digitally!
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Data volumes are growing rapidly, with conventional tools becoming quickly outdated.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.
Introducing and Optimising Salesforce Solutions
Tailored implementation and customisation of Salesforce products such as Sales Cloud, Marketing Cloud, Pardot or Experience Cloud
Customising Salesforce for ETF Providers and investment companies
Management of ETF and fund distribution to private and corporate clients, including management and pricing of investment products
Closed-Loop Marketing (CLM) and Multi-Channel Marketing (MCM)
Connecting up marketing automation systems: Salesforce Marketing Cloud, Pardot, etc. & Setup of double-opt-in validation processes for legally compliant communications
Geocoding and Mapping Salesforce Data
Integrating Google Maps for best-possible visualisation, management and route planning for investment objects, leads and contacts
- Implementation and customisation of Salesforce products such as Sales Cloud, Marketing Cloud, Pardot and Experience 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
Setup and implementation of the Salesforce Experience Cloud & Integration of websites for the building of customer or partner communities
Integration via various platforms, including REST and SOAP API integration
- Cloud-to-Cloud: Veeva, Salesforce
- Ground-to-Cloud architectures
Development of custom apps
Based on the Salesforce Force.com platform
Real Estate Investment
Digitalisation relaunch in the real estate industry
With the successful introduction of the Sales Cloud as a digital corporate platform, a fundamental milestone in Patrizia's digitalisation strategy was implemented. Based on this platform, numerous other central business processes were implemented on the Salesforce platform.
SELECTED CASE STUDIES
Europe's leading asset manager
The management of investment properties is to be developed on the Salesforce platform as part of a digitalisation initiative. Due to the special requirements of the real estate business, displaying existing and investment properties on a Google map is the best way to facilitate decision-making. Existing Salesforce data is to be geocoded and displayed on a Google map. In addition, over 50 use cases are to be implemented in the map app.
Development of a geocoding app that contains special functions for asset management in the real estate sector. The relevant Salesforce data is displayed directly in Salesforce on Google Maps. We geocode the address data via the Google Geocoding API to achieve a higher accuracy compared to the Salesforce geocoding method. This is followed by creation of Salesforce data from the Google map, e.g. search results based on a Google Maps search and the mapping of various use cases via Google Maps and Salesforce platform features. A complete digitalisation of the acquisition and management process was achieved.
→ Salesforce Sales Cloud
→ Google Maps API
Introduction and global implementation of Salesforce Sales Cloud and Service Cloud
The client originally used its ERP systems in combination with non-connected tools such as Outlook, Excel and Word. This led to a high manual workload in the sales and service areas of the business, and impaired the workflow.
Health & Pharma
Optimisation of an existing Salesforce Sales Cloud
The client commissioned us to completely re-work an inadequately set up Sales Cloud instance, together with all relevant processes. It was clear from a brief system and process audit that numerous central processes had only been partially, or in some cases even incorrectly, automated. After our overhaul of the client’s Sales Cloud, the lead generation and qualification process was once again state-of-the-art. All data could be accessed effortlessly at any time with the help of automated dashboards and reports.
Manufacturing / Medical technology
Introduction of Salesforce Sales Cloud as a scalable CRM system
The client needed an existing CRM to be replaced entirely by Salesforce Sales Cloud, which would be introduced as the cornerstone for all related processes (e.g., product service and interface with ERP). In this first phase of working together with the client, the objective was to provide marketing and sales via an expandable and future-proof CRM.