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Professional Services

Industry challenge

Holistic strategies instead of isolated solutions. Become a digital pioneer on 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. Your customers today 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. In order to stand out from the competition and stand out in the market, you have to put the customer first: 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 unused 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.


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 automation, clearly structured processes and transparency for all employees, increasing sales is easier than ever.


Fast service

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.

Salesforce Clouds



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.

Your personal sales assistant

The Sales Cloud is your tool to stimulate new customer acquisition and at the same time ensure a sustainable increase in sales. The competition is fierce in your industry and the market is saturated. Acquiring new customers can therefore sometimes be complex. With the Sales Cloud, that’s over!

Benefit from lead, contact and opportunity management in the Sales Cloud. Close more deals and increase your productivity. Thanks to reports and dashboards you keep the overview of your data and business processes in real time, from anywhere. You can also plan your key account management successfully and implement it with your personal sales cloud assistant.

Impeccable service that convinces

Network your customer service with digital services. Give your employees the right tools! Because for you as a service provider, excellent and, above all, personalized customer service is a must. With the Service Cloud you have an overview of all customer interactions. Sources of error are avoided thanks to automated service processes.

Your customers will be delighted with your excellent service, as all the relevant information is always and everywhere. This is how you turn customers into fans who are happy to recommend them.

Predict customer behavior

Tableau CRM offers you a platform with which you can fully exploit the potential of artificial intelligence, for example by identifying trends at an early stage or predicting the behavior of your customers. AI technologies help you to intelligently extend the duration of the customer relationship with the help of ready-made analyzes. Making data-driven decisions has never been easier!

You can also get help in customer service through smart helpers such as “chatbots”. Your employees only have to be involved in more complex cases, the technology takes care of simpler inquiries for you.

Digital quotation and accounting

Customers expect the submission of suitable offers and error-free, digital invoice management in the shortest possible time. Say goodbye to complex issues and save time and errors with the Configure Price Quote solution Salesforce CPQ and CPQ Billing.

The system guides your employees through the entire process of preparing an offer. Various services, prices, discounts and much more are stored in the catalog and can be selected using a checkbox. Finally, the document is created and sent in compliance with the CI. With the CPQ Billing add-on, you can also automate the billing process for subscriptions and thus avoid errors again.

Sustainable B2B customer relationships

Achieve even more business deals with Salesforce Pardot thanks to a personalized and automated approach to customers and partners. Determine at what point in time and on the basis of which interactions which e-mails are sent to the various actors in a personalized manner. Thanks to e-mail journeys, the newsletters and messages are sent automatically.

Network with your customers and partners thanks to real-time notifications and send dynamic and individual messages. With the link to your website, you can identify potential customers at an early stage and qualify them right from the start.

Data-driven marketing

Would you like to do marketing with a wow factor? The Salesforce Marketing Cloud supports your strategy along the customer lifecycle and takes it to the next level. Data-driven marketing for a targeted customer approach! Thanks to the combination of your own data, for example behavior on the website, with external studies, you can create more precise personas and use them to interpret the various measures. The functions range from personalized newsletters to social media activities.

With numerous automation options, dynamic content and working on the same data, your teams can make your customers even happier!


How Salesfive has already been able to help other service providers.


Fusion Partners

Ein System für alle: Salesforce für Vertrieb, Business Development und Projektmanagement. Automatisierungen entlang des Vertriebsprozesses und klare Strukturen ermöglichen optimale Skalierung im neuen Geschäftsfeld.

Verwendete Cloud:

  • Sales Cloud




Lesen Sie hier die gesamte Erfolgsgeschichte


Aufnahme und Tracking jeglicher Kundeninteraktionen und perfekte Abbildung der Vertriebsprozesse durch Implementierung und Zusammenführung von Service Cloud und Sales Cloud.

Verwendete Clouds:

  • Sales Cloud
  • Service Cloud



Lesen Sie hier die gesamte Erfolgsgeschichte

Our services for you

Achieve success with our personalized process solutions for professional services.

Are you ready for the next project? Let’s talk!

Book a meeting Contact us

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 fast and efficient in all areas, whether it’s 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!

What we think

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