SUCCESS STORY

Open as App

30 seconds summary

Short and Smart

User-friendly CRM System to optimize sales processes. Creation and sending of offers directly via Salesforce.

Requirements

  • Replacement of old system with flexible CRM System
  • Optimization of data quality
  • Simplification of the preparation and dispatch of offers
  • Clearly arranged presentation of important key figures

Customer Benefits

  • Salesforce connection with existing system creates a central database
  • Ticket system within Salesforce improves transparency and facilitates collaboration
  • Replacement of manual tasks with automations: Easy creation of offers with just a few clicks
  • Automatic creation and dispatch within Salesforce minimizes sources of error

ABOUT THE PROJECT

Why Salesforce
& Salesfive

Open as App is a platform that allows you to convert data from Excel lists, Google Sheets, or other data sources into apps. App creation does not require any programming skills.

With the same understanding of digitization, similar team structures and a shared location in Munich – within a few minutes walk – Open as App chose Salesfive as their implementation partner.

THE SPECIAL FEATURE

The all-rounder solution

By integrating PDF Butler and Zendesk, we developed an all-in-one solution.
PDF Butler makes it possible to create and send documents and quotes directly in Salesforce. With a simple click on “Download”, the document is automatically generated using the correct format and therefore no time-consuming manual work is required.

Zendesk has been integrated into the Sales Cloud to connect the internal ticket tool. Tasks from the service department are processed here. At the same time, sales staff can see where the service department currently stands.

THE RESULT

Salesforce by
Salesforce

Our Salesforce solution

  • Implementation of the Sales Cloud
  • Integration of ZenDesk as ticketing tool
  • Integration of PDF Butler for quotation generation
  • High data quality through validations and standardizations
  • Migration of data from the old CRM HubSpot to the new system

The advantage for Open as App

  • Quick and easy creation of documents in the corporate design
  • Transparency in the system facilitates the traceability of all activities
  • Collaborative work in one platform
  • New reporting and monitoring options provide deeper insight into customers world

“We are happy to continue working with Salesfive. As implementation partner and consultant in Salesforce, the team is unbeatable. Flawless migration of our data into the new system – we are thrilled!”

– Open as App

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