30 seconds summary
Short and simple
Salesforce as a central address book and customer management system. The Sales Cloud as a connection to marketing and as opener for exciting customer insights.
- Central address book of customers and business partners with mobile availability
- Management of all data and projects in one place
- Consolidation of marketing and sales in one system
- Retrieving customer information in real time and using it mobile increases sales quality
- Clealy arranged registration and participant lists for events
- Relationships and network between customers, partners and employees become visible in Salesforce
- Complete documentation of all customer interactions
- Analytics and reporting improve traceability and provide deeper insights about customers and partners
ABOUT THE PROJECT
With the slogan “The world needs better buildings,” EDGE accepted the challenge of creating sustainable and intelligent office buildings.
EDGE first tested various CRM systems to find the best fit for their company: Salesforce was the best solution. Because the system needed to be customized for the company, EDGE chose Salesfive based on its in-house development team and understanding of the business.
THE SPECIAL FEATURE
Eventmanagement in Salesforce
One system for everything! EDGE organizes exclusive events to present new projects and buildings. Event management and communication need to be integrated in the new system. For this, Salesfive integrated the marketing automation tool Mailchimp.
The interaction of the Sales Cloud with Mailchimp enables the mapping of the registration and participation process up to the generation of the thank you email in one system. The advantage: Event management is precisely tailored to the target group.
Our Salesforce solution
- Sales Cloud Implementation
- Siri integration for voice control of the Salesforce
- Outlook Integration
- Mailchimp Integration
- New data structure and validation rules to ensure high data quality
The advantage for EDGE Technologies
- 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
- Seamless documentation of all customer interactions such as e-mails, calls or event invitations
“The implementation of Salesforce offers many advantages. In particular, the transparency of all data makes it easier for our employees to collaborate. We can now access all relevant information anywhere and at any time.”
– Johannes Metzler, Project Manager, EDGE
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