Success Story

Fusion Partners: Optimal scaling in sales

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Overview in 30 seconds

Information

About the project

One system for all: Salesforce for sales, business development and project management. Automation along the sales process and clear structures enable optimal scaling in the new business field.

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Requirements

  • Scalable and secure CRM system

  • Mapping of the entire new customer process in one system

  • Differentiation of the various customer groups as well as contact types must be clearly evident

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Customer Benefits

  • Continuous development of processes and optimized reporting through usability of all data

  • Synergy effects through 360-degree overview of all customers and projects 

  • Cross-departmental efficiency increase thanks to transparency and clear structures

About the project

Why Salesforce & Salesfive

Fusion Partners: corporate venture services for high-impact partnerships between startups and organizations to build and drive technology-driven innovation.

In the course of developing new business areas, a new, scalable system was needed that could easily map the various structures and contact types. The functions of Salesforce in combination with the solution approaches of Salesfive were the right choice for the company.

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Salesforce by Salesfive: Our Solution

  • Implementation of the Sales Cloud

  • Outlook integration

  • Definition and conception of the new customer process

  • Maximized data quality thanks to optimized data structures and automations

  • Project management mapping

The advantages for Fusion Partners:

  • Sales, project management and business development: all data in one system

  • Automated new customer process enables better customer focus

  • Individual training enables employees to adapt small changes in the system

Emilie Vez, Fusion Partners, says that:

We wanted a system that was both scalable and robust. That's what we found - with Salesforce and thanks to the excellent collaboration with Salesfive.

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Would you like to build on the success of Fusion Partners? Then let's talk!