Solutions for existing Salesforce systems

Process & Strategy Consulting

PROCESS & STRATEGY CONSULTING AT A GLANCE

Defining the how and where.

Digitization is on everyone’s mind. Many companies recognize an opportunity here – others see it as a major challenge. Which strategies, technologies and processes fit? How can acceptance within the company be ensured?

Together with you, we define the how and where to go. We prioritize and plan your personal digitization strategy on the basis of overarching corporate goals – with a view to individual processes, without losing sight of the big picture.

Three components for a digital, scalable and secure future.

Together, these components make up your digital ecosystem:

1. Digitalization Strategy

Position yourself optimally in the market with the right digitization strategy – and a view of the big picture.

A strategy that considers the digitalization of all company areas and processes serves as the basis. Together with you, we plan the path to digital transformation.

Anchor points of the digitalization roadmap:

Creation of a digital vision
Assessment of the competitive advantage
Prioritization of opportunities
Roadmap to digital transformation

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2. CRM Strategy

In the second step, the focus is on your customer management – customer centricity is the key.

To put your customers in the spotlight, we plan not only to introduce the CRM system, but also to change the mindset in the company. For the optimal ecosystem, we give you Salesforce as a tool for your customers and at the same time create synergies across all systems.

This is how we put your customers in the spotlight:

Definition of goals & added value
Joint development of concrete goals with a focus on added value for customers.

Definition of measures
Design of all measures and TARGET processes. Focus on customer lifecycle and all touchpoints.

CRM system implementation
Salesforce as system for all application possibilities. Salesfive as a partner for customization according to your wishes.

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3. Process Strategy

Our eyes are on the details – for smooth processes and data structures.

With efficient processes, you maximize the benefit of all Salesforce functions. We already take you by the hand when defining and optimizing these processes.

Whether conceptual design or validation of existing processes: Our know-how in combination with experience in various industries enables a holistic view of your processes, including upstream and downstream processes. We work closely at the Salesforce standard processes to ensure high quality and cost transparency.

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Our Process

With agile methods to a fast success.

1. Process analysis & scoping workshop

Capture of the current state and project scope

2. Strategy

Developing a digitization strategy with a cloud-first approach

3. Quality Gate

Internal quality check of the conceptual design

4. Prototype

Prototyping in Salesforce provides a tangible interface for processes

5. Iterative development

Continuous improvement of processes through repetitive development-test cycles

Your optimized processes

Ready for the next project? Let’s talk!

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References

This is how we have already been able to help other customers

DAIKIN

Multi-cloud implementation: Sales and service departments work on a common platform. Seamless process flow and linking of all data in one place are thereby ensured.