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Industry challenge

Leveraging potential with clever digital structures. How to succeed in a rapidly growing market.

Companies in the technology industry are currently encountering many challenges. Already highly developed technologies such as blockchain, AI, IoT or cognitive computing as well as an instrumented and smart market do not make it easy for IT, software and technology companies to hold their ground in the extremely fast growing and changing market. Technological change means that players have to constantly reinvent themselves – even those who are active in this industry themselves.

What the tech industry needs now: productivity, adaptability, security. As a digitalization consultancy ourselves, we know the challenges of the industry and master them together with you. We support you with the right approaches to benefit from disruptions, to work in an agile manner and to move forward with new technologies. Last but not least, it is also important to make the best possible use of the huge amounts of data available and to work in a data-centric way with the help of Salesforce.

Central processes must be revolutionized, and the collaboration between man and machine optimized. Sales, service, and marketing paired with analytics and predictive intelligence help you better understand customers. With a single enterprise-wide database, you guarantee a flexible and user-friendly solution for your employees and partners – and ultimately for your customers. That way, you enable everyone to do their best and counter the volatility of the industry with something permanent: seamless work within a single platform.

Our solution for the industry & your benefits

Digitizing to become a transformative technology company.

360-degree view of your customers

All parties and all important information at a glance: A well-organized network helps to maintain long-term relationships.

Excellent user experience

Place targeted offers and products along the customer journey to provide your customers with a unique buying experience.

Easy campaign management

With marketing automation, increase your campaign count, generate more leads, and boost your bottom line. Run smart ads that resonate.

Salesforce Clouds

Cloud recommendations for the IT and technology industry

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 the digitization of the IT and technology 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.

Automate your sales activities

In the IT area you work with many different parties. Customers and partners alike have to be managed and played with. The Sales Cloud will help you with this. As a personal sales assistant, it shows you exactly the information you need at a glance to provide the various parties with the best possible support.

Benefit from lead, contact and opportunity management. 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.

Service with a wow factor

Personalized customer support increases customer satisfaction – so turn your customers into fans with impeccable service that inspires. For questions and problems relating to your services, you can use the Service Cloud to set up a personalized customer service that can be reached seamlessly via different channels such as telephone, e-mail or SMS.

If the sales department needs information about a service case, they can view this under Contact in the Sales Cloud and get an idea of the challenges customers have recently faced. This is how you put the customer at the center!


Always recognize opportunities immediately

Tableau CRM harnesses the potential of your data and analyzes the behavior of your customers. So you can be one step ahead. Because IT and technology companies not only have to rethink their digital services, but also make use of the latest technologies within the company.

Tableau CRM offers you a platform with which you can fully exploit the potential of artificial intelligence, for example by recognizing trends at an early stage. 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!

Digital quotation and accounting

Always automatically create the correct offers in your design: The diversity of technical products, software and services is also reflected in a complex offer and accounting system. 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 additional services, discounts and 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 add-on CPQ Billing you can also automate the billing process and avoid errors again.

Personalized B2B customer interactions

Integrate the data from sales, service, marketing and IT company-wide on a single IT platform. Your B2B customers are at the center of all your activities, because the integrated services and API are seamlessly connected to the CRM. In this way you develop intelligent and personalized ways to interact with them globally – for example in the form of webinars!

With Pardot you determine at what point in time and on the basis of which interactions which e-mails are sent in a personalized manner. Thanks to “e-mail journeys”, newsletters and messages are sent automatically. With the link to your website, you can also identify and qualify potential B2B customers at an early stage.

Reference customers from your industry

How Salesfive has already helped other IT companies.

Open as App

User-friendly CRM system to optimize sales processes. Quotation creation and sending directly from Salesforce.

Cloud used:

  • Sales Cloud




Read the entire success story here

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Winning new customers made easy: The Sales Cloud as an international, central system. Customers and quotation data in one place.

Cloud used:

  • Sales Cloud




Read the entire success story here

Our services for you

Achieve success with our personalized process solutions for high performance IT companies.

Ready for the next project? Let’s talk!

Schedule a meeting Contact us

What do you want to know?

Technology managers in the company are just as important to be considered individually as the entire IT company itself. First of all, it’s important that Salesforce is far more than a CRM tool. On this flexible IT platform, your employees can build enterprise apps with little or no code, experiment with them and find quick solutions in the event of errors. With the AppExchange, Salesforce also offers a marketplace for turnkey apps, solutions and consultants. Here you can find one – or more – solution(s) for every problem.

A CRM system like Salesforce is suitable for companies of any size. It doesn’t matter whether you are a big player in software or a startup with a new app idea. The scalability and flexibility of the platform enables growth 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, a Salesforce introduction has the advantage that all departments are networked in a cloud and can work together efficiently and transparently.

A Salesforce implementation is the first step of your digital transformation. As an IT and technology company, you have to constantly reinvent yourself in the course of technological change. With the help of Salesforce, you can easily take advantage of the new technologies and, for example, build AI-supported apps. The possibilities range from intelligent tools for employee retention to mobile applications for customer service connected to the Internet of Things (IoT) … and much more.

Future-proof your company by using the latest IT developments to interact with all of your parties. The Customer 360 platform enables innovative experiments, but also guarantees the necessary security. This is how IT transformation works. 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. If you would like additional encryption of your data streams, you can introduce Salesforce Shield. How to protect yourself against all cyber threats!

It depends a lot on what you’re working on. If desired, the Salesforce platform connects the Marketing Cloud, Sales Cloud, Service Cloud and other applications. With Salesforce Lightning, employees can develop apps and applications quickly and easily using drag and drop. Thanks to the integrated low-code tools, you support your specialist departments and accelerate the provision of reliable applications by admins and users. However, all other programs can also be linked – by means of interface development or third-party solutions. There is a suitable solution for every problem!

What we think

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