Digitize services – it's easy

Your personal sales assistant for the service industry

The Sales Cloud is your tool to boost new customer acquisition while ensuring a sustainable increase in sales. Competition in the service industry is fierce and the market overwhelming. As a result, acquiring new customers for service providers can be complex. With the Sales Cloud, this is now over!
Take advantage of lead, contact and opportunity management from Sales Cloud. Close more deals and increase your productivity.

Digital quotation and accounting for the service industry

Customers in the service industry expect to receive accurate quotes 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 staff through the entire quoting process. Different services, prices, discounts and much more are stored in the catalog and can be selected by checkbox. Finally, the document is created and sent CI-compliant. With the CPQ Billing add-on, you also automate the billing process for subscriptions and thus avoid errors once again.

Data-driven marketing in the service industry

You as a service provider want to do marketing with wow-effect? 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 in your service company! Thanks to the combination of your own data, for example website behavior, with external studies, you can more accurately create personas and use them to design the various measures. The functions range from personalized newsletters to social media activities.

Predicting customer behavior in the service sector

Tableau CRM provides you with a platform that allows you to fully exploit the potential of artificial intelligence for the service sector, for example, in the early detection of trends or the prediction of your customers' behavior. AI technologies can help you intelligently extend the life of your customer relationships using pre-built analytics. Making data-driven decisions has never been easier!
You can also get help in customer service through smart helpers like chatbots. Your employees only need to be involved in more complex cases; the technology handles simpler inquiries for you.

Flawless service for the service sector that convinces

Connect 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 relevant information is available at all times and in all places. This is how you turn customers into fans who are happy to recommend you to others.

A CRM system like Salesforce is suitable for any size of company. Thanks to the scalable and expandable functions, growth with Salesforce is possible for any size of company. An introduction at start-ups helps to scale thanks to the clear database and automations. For medium-sized businesses and corporations, digitization with Salesforce offers the advantage that all departments are networked in one cloud and can thus collaborate efficiently and transparently. There is a suitable solution for every company size and every need.

As a service provider, you need to be fast and efficient in all areas, whether it's customer service, key account management or the personalization of offers. As is often the case, it's all in the mix! Salesforce provides you with various clouds for this purpose, from sales, marketing and service to AI-supported tools and configure price quote solutions. Thus, 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, with expertise in the service sector, can adapt your Salesforce system to your needs. Using Salesforce or custom development, we further develop the system according to your requirements. For example, as a Tableau Partner, we use AI-powered tools to enable you to make precise recommendations and take immediate action based on analytics. The possibilities are endless!

The integration of Salesforce to an ERP system such as SAP or to a self-developed software 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 creates a smooth data exchange between the systems. You can determine which data and how the transfer is carried out.

Salesforce, as a cloud-based CRM solution, protects your data from the start with encryption and centralized locations, as well as numerous backups. Thanks to encryption, data cannot be accessed and you can work with Salesforce with peace of mind. If you want additional encryption for your data streams, you can implement Salesforce Shield. This way you can protect yourself from all cyber threats!