30 seconds summary
Short and simple
Introduction of the Sales Cloud. All information clearly arranged in one system guarantees easy and professional handling of customers.
- New, intuitive system for customer entry and management
- Setting up a simple data structure
- A scalable system that grows as the sales organization expands
- Easier sales activities thanks to customer and project history at a glance
- Retrieval and mobile use of real time data facilitates daily business
- Automated documentation of e-mails, appointments and tasks
- Due to the categorization of customers, a suitable contact person can be found easily
- Effective time management using task and reminder functions
ABOUT THE PROJECT
The construction company Abenstein stands for tradition in the construction industry. The customer base generated by over 90 years of company history was now to be digitized in a future-proof manner.
Due to the price/performance ratio and scalability, Christoph Ost, Managing Director of Abenstein, decided on Salesforce as CRM and on Salesfive as a partner at eye level to lay the foundations for digitization.
Our Salesforce solution
- Implementation of the Sales Cloud
- Setting up a new data structure
- Connection of Einstein Activity Capture
- Development of a system to categorize the different types of customers
- Documentation of activities and reminders in Salesforce
The advantage for Abenstein
- Overview of customer history increases the wow effect on customers
- Access all data anytime and anywhere thanks to Salesforce App
- Salesforce as ‘Single source of truth’
- Direct management of e-mails in the system
“For us it is of high importance to be able to communicate in a simple and efficient way with our customers. Salesfive has provided us with optimal support in this regard. The new Sales Cloud provides an optimum customer service for us.”
– Christoph Ost, Managing Partner, Abenstein
Other success stories
This is how we have already been able to help other customers
Salesforce as a central address book and customer management system. The Sales Cloud as a bridge to marketing and opener for exciting customer insights.
- Sales Cloud