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Success story

NOVID20

30 seconds summary

Short and simple

Salesforce Sales Cloud as the basis for customer and project management in over 40 countries. Excellent traceability of all activities between partners, supporters and even other market participants.

Requirements

  • Short implementation time
  • Global data structure
  • Integration of complex master data

Customer benefits

  • Increase in employee productivity due to uniform database
  • 360-degree view of all customer, partner and project data
  • Use automated and customized reports to draw conclusions about your own mission and use them to improve your work
  • Reduction of administrative activities through the Sales Cloud task management function

About the project

Why Salesforce
& Salesfive

The non-profit organization NOVID20 was founded in March 2020 and develops technical solutions to interrupt Covid-19 infection chains.

With Salesforce as their CRM system, they can now work in a structured and collaborative way. Naturally, As part of the partnership with Pledge 1% and Salesforce.org, we supported NOVID20 with our consulting and implementation services free of charge.

The result

Salesforce by
Salesfive

Salesforce for an NPO – from lead management to customizable reports.

Our Salesforce solution

  • Implementation of the Sales Cloud as part of the NPSP
    Efficient management of leads, contacts, opportunities and accounts
  • Email integration to collaborate on projects from anywhere
  • Overarching account structure developed to manage multiple contacts and projects

The advantage for NOVID20

  • Intuitive lead management: every person who wants to get in touch with NOVID20 gets automatically stored in the system
  • Send e-mails from Salesforce and automatically store them in the system according to context
  • Automated project progress enables consistent
  • documentation of all measures
    Fast and efficient task management

“Thanks to Salesfive, we now have a perfect overview of all important contacts, tasks and processes. We have more time to focus on our mission, drive it forward and help reduce the spread of Covid-19.”

– Dr. Lothar Stadler, Head of Partners, NOVID20

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