Holistic strategies instead of isolated solutions. Become a digital pioneer in the market.
The majority of all companies operate in the service sector. Often, however, there is not enough time for digitalization. In some cases, companies still work with spreadsheet and isolated solutions. Lack of transparency is the result.
Keep the upper hand – even in saturated markets. Today, your customers have more choice than ever. They want to be served individually – anywhere, anytime. Price and performance are important. But above all, a personal relationship and all-round service are essential. To stand out from your competitors and in the market, you need to focus on the customer: and do so with the right CRM system.
Full all-round support with a 360-degree view of your customers: With the help of Salesforce, we can support you and exploit untapped growth potential – from service provider to service provider. Get intelligent solutions for efficient data management, convenient online appointment booking, personalized support or simply the right e-mail at the right time. For you, this means no manual effort, no gaps at the interfaces of different systems. Instead, CRM processes, professional services automation and reporting from a single source – or in a nutshell: Salesforce.
OUR SOLUTION FOR THE INDUSTRY & YOUR BENEFITS
Delivering the perfect customer experience with digitization.
360-degree view of your customers
One system with all the data: Maintain Overview of all customer information – from making appointments to feedback or service discussions.
Lean sales processes
Take your sales operations to the next level. With automations, clearly structured processes and transparency for all employees, increasing sales has never been easier.
Fast response times, on-demand services and access to all data in real time. This not only helps you achieve long-term customer satisfaction and loyalty, but also saves valuable time internally.
Cloud recommendations for professional services.
Regardless of whether you already use Salesforce as a CRM system or want to immerse yourself in the Salesforce world – we offer the right solution for digitization in the professional services industry. With our expertise and reference projects, we respond directly to the industry-specific challenges and can offer you tailor-made solutions suitable for your company.
REFERENCE CUSTOMERS FROM YOUR INDUSTRY
How Salesfive has already helped other professional service providers.
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.
- Sales Cloud
Recording and tracking of all customer interactions and perfect mapping of sales processes by implementing and merging Service Cloud and Sales Cloud.
- Sales Cloud
- Service Cloud
OUR SERVICES FOR YOU
Achieve success with our personalized process solutions for professional services.
What we think
Service sector: industry sketch, figures, trends
A good 80 percent of all companies in Germany are active in the service sector. Find out more about the industry, current figures and trends here!Zum Artikel >
Trends in the finance and insurance industry in 2021
Financial service providers and insurance companies need to know these five trends! About sustainability, risk management, customization & more.Zum Artikel >
B2B vs. B2C relationships
Rethinking and rethinking is the order of the day! Learn how you can build more effective business-to-business (B2B) and business-to-consumer (B2C) relationships.Zum Artikel >
What do you want to know?
A CRM system like Salesforce is suitable for companies of any size. Thanks to the scalable and expandable functions, growth with Salesforce is possible for any company size. An introduction to start-ups helps to scale thanks to the clear database and automation. For medium-sized companies and corporations, digitalization with Salesforce offers the advantage that all departments are networked in a cloud and can therefore work together efficiently and transparently. There is a suitable solution for every company size and every need.
As a service provider, you have to be quick and efficient in all areas, be it customer service, key account management or the personalization of offers. As is so often the case: it’s all in the mix! Salesforce provides you with various clouds for this, from sales, marketing and service to AI-supported tools and configure price quote solutions. You can expand and scale your Customer 360 platform as you wish. Networked departments and collaboration in one system – Salesforce is your basis for a professional, digital infrastructure that makes your customers happy!
As a cloud-based solution, Salesforce already offers numerous native customization options. As a Salesforce Boutique Partner, we know the industry-specific challenges and can use our expertise in the service industry to adapt your Salesforce system to your needs. We use Salesforce or Custom Development to further develop the system according to your requirements. As a Tableau partner, for example, we use AI-supported tools to provide you with precise recommendations and immediate intervention based on the analytics. The possibilities are endless!
The integration of Salesforce with an ERP system such as SAP or with a software developed in-house can be implemented in two ways. On the one hand, we use existing API solutions from our partners. If this is not possible, our in-house development team develops the interface itself and thus ensures a smooth exchange of data between the systems. You can determine yourself which data and how the transfer takes place.
As a cloud-based CRM solution, Salesforce protects your data with encryption and central storage locations as well as numerous backups and backups right from the start. Thanks to the encryption, the data cannot be accessed and you can work with Salesforce with peace of mind. If you would like additional encryption of your data streams, you can introduce Salesforce Shield. How to protect yourself against all cyber threats!