Optimized sales processes for Open as App
Overview in 30 seconds
Short and sweet
User-friendly CRM system for optimizing sales processes. Quote creation and sending directly from Salesforce.
Requirements
Replacement of legacy system with flexible CRM system
Optimization of data quality
Simplification of quotation preparation and dispatch
Clear presentation of important key figures
Customer benefits
Ticket system within Salesforce improves transparency and simplifies collaboration
Replace manual tasks with automations: Simple quotation generation in just a few clicks
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 knowledge.
With the same understanding of digitization, similar team structures, and a shared location in Munich - even within walking distance - Open as App chose Salesfive as the right implementation partner.
Salesforce by Salesfive: Our solution
Implementation of the Sales Cloud
Integration of ZenDesk as a ticketing tool
High data quality through validations and standardizations
Migration of data from the old CRM HubSpot to the new system
The advantages for Open as App:
Quick and easy creation of documents in the corporate design
Transparency in the system facilitates the traceability of all activities
Working together in one platform
New reporting and monitoring capabilities give more profound insight into customers
That's what Open as App says:
We are happy to continue working with Salesfive. As an implementation partner and consultant in Salesforce, the team is unbeatable. Flawless migration of data into the new system - we are thrilled!
Success stories start at this point
Would you like to build on the success of Open as App? Then let's talk!
