SUCCESS STORY

Heinrich Marketing

30 seconds summary

Short and simple

Structuring agency workflows, scaling options and automation of manual work in just one tool: the multi-talented Sales Cloud.

Requirements

  • New definition of the agency processes
  • Definition of workflows
  • Optimization of business processes
  • Establishment of a structured customer database

Customer benefits

  • Track new opportunities by keeping track of customer status, sales opportunities (upselling), and leads
  • Increase customer satisfaction with the help of optimal customer service
  • Avoidance of error sources thanks to automated quotation generation
  • Increased efficiency through new, improved work processes 

     

     

ABOUT THE PROJECT

Why Salesforce
& Salesfive

Heinrich Marketing is an online marketing agency in Munich. The company works according to the motto: We turn companies or ideas into a strong brand and generate the attention on the Internet that our customers want.

With the ability to grow, Salesforce was the perfect system for the agency. Right from the start, Salesfive impressed with its expertise, specialist knowledge and hands-on attitude to the wide range of challenges and problems it faced.

THE RESULT

Salesforce
by Salesfive

Salesforce as an agency tool, for structuring and scaling.

Our Salesforce solution

  • Implementation of the Sales Cloud
    Dropbox integration as a smart workspace for structuring and organizing work
  • Click2Dial integration to optimize customer communication
  • Outlook synchronization for a unified email base
  • Integration of JustOn as automated billing software

The advantage for Heinrich Marketing

  • The overview of all running processes enables a better organization of one’s own work
  • Flawless customer overview thanks to the creation of a structured customer database
  • Maximum scaling possible through flexibility of the Sales Cloud

“Salesforce helps us offer our customers all-round support. At the same time, we become more agile, more flexible and can grow. With Salesfive, we have 100% chosen the right partner for this step.”

– Andreas Heinrich, Owner, Heinrich Marketing

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This is how we have already been able to help other customers

mydays

Harmonization of the processes and the database of mydays and Jochen Schweizer on one platform. All partner and customer data of both brands in one central system led to a significant streamlining of purchasing and sales processes.

Cloud used:

  • Sales Cloud

 

 

 

Read the entire success story here

Ryte

With Sales Cloud and Pardot to professional marketing and sales automation. Saying goodbye to complex systems and data silos.

Clouds used:

  • Sales Cloud
  • Pardot

 

 

 

Read the entire success story here