Salesforce as the central customer management system for EDGE
Overview in 30 seconds
About the project
Salesforce as a central address book and customer management system. The Sales Cloud as a bridge to marketing and opener for exciting customer insights.
Requirements
Central address book for customers and business partners with mobile availability
Management of all data and projects in one place
Consolidation of marketing and sales in one system
Customer Benefits
Retrieving customer information in real time and on the move increases sales quality
Clear registration and participant lists for events
Relationships and network between customers, partners and employees become visible in Salesforce
Why Salesforce & Salesfive
With the slogan "The world needs better buildings", EDGE has taken up the challenge of creating sustainable and intelligent office buildings.
EDGE first tested various CRM systems to find the best fit for the company: Salesforce was the best solution. Because the system needed to be customized for the company, EDGE chose Salesfive because of its in-house development team and its understanding of the business.
Salesforce by Salesfive: Our Solution
Implementation of the Sales Cloud
Siri integration for voice control of the Salesforce app
Outlook integration
Mailchimp integration
New data structure and validation rules to ensure high data quality
The advantages for EDGE:
Central address book benefits from all advantages of the CRM system and creates transparency
Centralized platform for customer, partner and project management with mobile data access
Complete documentation of all customer interactions such as e-mails, calls or event invitations
That's what Johannes Metzler, project manager, EDGE, says:
The introduction of Salesforce brings us many advantages. In particular, the transparency of all data makes it easier for our employees to work together. We can now access all relevant information anywhere and at any time.
Success stories start at this point
Would you like to build on the success of EDGE? Then let's talk!
