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.
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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
2. CRM Strategy
In the second step, the focus is on your customer management – customer centricity is the key.
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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.
3. Process Strategy
Our eyes are on the details – for smooth processes and data structures.
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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
Contact us
Start the digital transformation.
Answer within one business day
Mo-Fr: 9:00 am – 6:00 pm
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.
Clouds used:
- Sales Cloud
- Service Cloud
- CPQ
- Field Service Lightning
Ryte
With Sales Cloud and Pardot to professional marketing and sales automation. Saying goodbye to complex systems and data silos.
Clouds used:
- Sales Cloud
- Pardot
Other Services
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