30 seconds summary
Short and simple
One overall system: Salesforce used for sales, business development and project management. Automated sales process and clear structures enable optimal scaling in the new business field.
- Scalable and secure CRM system
- Overview of the entire new customer process in one system
- Differentiation of the various customer groups as well as contact types must be clearly evident
- Scalability of Salesforce enables continuous development of processes
- 360-degree overview of all customers and projects enables the use of synergy effects
- Increased efficiency among departments due o transpareny and clear structures
- Optimization of reporting through usability of all data in the system
ABOUT THE PROJECT
Fusion Partners: Corporate Venture Services for effective partnerships between start-ups and organizations to build and drive technology-driven innovation.
As the company developed new lines of business, it needed a new, scalable system that could easily map its various structures and contact types. Salesforce’s capabilities combined with the solution approaches of Salesfive had been the right choice for Fusion Partners.
THE SPECIAL FEATURE
Lead process with many possibilities
New processes for this new business: joint development of new client processes – from lead to project execution. Segmentation of clients, external partners, startups and talent, enablesthe employees of Fusion Partners to differentiate each demand group.
Thanks to Outlook integration, all activities can be clearly documented – emails, files and reminders – all in one system.
Our Salesforce solution
- Sales Cloud Implementation
- Outlook integration
- Definition and design of the new customer process
- Maximized data quality thanks to improved data structures and automation
- Mapping of project management
The advantage for Fusion Partners
- Sales, project management and business development: all data in one system
- Automated new customer process enables better customer focus
- One system – two departments: shared use improves collaboration
- Individual training enables employees to adapt small changes in the system
“We asked for a system that is both scalable and robust. We found that – with Salesforce and thanks to the excellent collaboration with Salesfive.”
– Emilie Vez, Fusion Partners
Other success stories
This is how we have already been able to help other customers
Recording and tracking of all customer interactions and perfect mapping of sales processes by implementing and merging Service Cloud and Sales Cloud.
- Sales Cloud
- Service Cloud
Introduction of the Sales Cloud. All information clearly arranged in one system guarantees an easy and professional handling with the customers.
- Sales CloudRead the entire success story here