Transition to Lightning Experience and introduction of a new admin process
Case Study: By switching to Lightning Experience, the familiar was combined with the comfort and advantages of the new. This also speeds up the administration process.
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.
Adaptation and implementation of an expense recording app
The client was looking for a cloud-based expense app that could be fully integrated into Salesforce, where expense claim and transfer processes were as automated as possible. We implemented a travel expense app in the existing Salesforce environment, which completely replaced the old application and accompanying step-by-step manual processes.
Introduction of Salesforce as a central sales and marketing platform
The successful introduction of Salesforce as the central CRM system represented a significant digital milestone for the marketing and sales activities of the animal feed supplier FarmChamps. All sales activities, from first contact to the creation of consistent and accurate quotes, are now handled centrally. This gives the company a 360° view of their customers, which has increased the efficiency of the telemarketing and sales teams in particular.