SUCCESS STORY
Fidor Bank
30 seconds summary
ABOUT THE PROJECT
Why Salesforce
& Salesfive
Fidor Bank is an internet-based direct bank and targets both private and business customers with the Fidor Smart current account.
To optimize the digital processes of sales, service and marketing, a system was needed that combines all together. A Salesforce multi-cloud implementation was the solution. Salesfive was hired for its expertise in custom development to ensure data protection.
THE SPECIAL FEATURE
Integration of the banking backend
Integration of the banking backend was one of the main concerns for Fidor Bank. In doing so, security had top priority.
Using custom development, we developed interfaces that enable secure data exchange between the systems to protect sensitive customer data. By this integration, the two systems are able to work in sync with each other.
Employees are now able to retrieve all customer data from the banking system directly in Salesforce and can thus respond perfectly to service or sales requests.
THE RESULT
Salesforce by
Salesfive
Our Salesforce solution
- Implementation of Sales Cloud, Service Cloud, Marketing Cloud, Pardot, Social Studio
- Integration of the banking backend
- Uniform database for all departments
- Conduction of product training to increase user acceptance
The advantage for Fidor Bank
- Transparency, simplicity and high data security on a global level
- Structured sales channel of direct sales teams for B2B and B2C
- Automated filtering and allocation processes improve service quality
- Automation of B2B and B2C marketing activities
“Because of its simplicity and high data security, we found the perfect system in Salesforce and the perfect partner for us in Salesfive, enabling all employees to have the same level of knowledge.”
– Lukas Fucela, Fidor Bank
Contact us
Start the digital transformation.
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Forto
Neu eingeführter Vertriebsprozess für transparentes Kunden- und Lieferantenmanagement. Innovatives Forecasting-Tool für die Ressourcenplanung gibt Forto einen Blick in die Zukunft.
Verwendete Clouds:
- Sales Cloud
- Pardot
Neven Subotic Stiftung
Ein zentrales System für alle Spender- und Projektdaten. Personalisierte Spendenaktionen über die Website anbieten und in Salesforce abwickeln als neue Möglichkeit, die Projekte voranzutreiben.
Verwendete Clouds:
- Sales Cloud
- Nonprofit Cloud