Sales

Kick-starter CRM solutions with Salesforce

Stefan Boigner

Partner & Standortleiter Wien

Do you want to understand who your customers are, how to sell to them and where to focus your efforts?
Do you also want to make life easier for your sales people and make processes simpler, more efficient and more standardised?

Then you are probably thinking about implementing a CRM system. But if you don't know where to start and are unsure about the costs and process changes involved, we can help. We recommend a Salesforce Kick-Starter Package that gives you cost certainty with measurable, rapid value and sets you up strategically for long-term digital growth.

What are the challenges?

With so much information, it's easy to lose track. Often you have to pull data from multiple areas into Excel to get actionable information.

Leads can come from many different sources, sometimes with incomplete or duplicate contact information. This makes it difficult to engage and convert new prospects from the outset.

Existing, loyal customers are not recognised as such because sales and transaction information is available in other systems. Or they cannot be treated in a differentiated manner because communication channels and loyalty programmes are not integrated.

As Customer Relationship Management (CRM) experts and certified Salesforce consultants, we can help you to:

  • Generate, qualify and convert leads,

  • Design efficient sales processes and increase sales productivity

  • Gather the right information to optimise sales and customer engagement, and measure success,

  • inspire and retain customers.

Our aim is to provide you with a simple foundation through a standardised set-up and rapid methodology that will deliver immediate improvements and added value.

How do you find a solution?

Of course, there is no one-size-fits-all solution that works for all companies. That's why we sit down with you for half a day (free of charge) to assess your needs and decide what adjustments we need to make.

We'll look at your business model, sales processes and customer groups to define what a structured, efficient sales process can look like in your organisation. Based on this free workshop, we will put together an implementation package that will give you cost certainty with measurable, rapid value, and strategically position you for long-term digital growth.

What's in it for you?

We set you up with a Salesforce CRM system and digitise your sales processes.

We provide you with comprehensive advice and recommendations on how to optimise your marketing, your customer approach and your internal and external processes to reduce costs, save time, make life easier for your sales reps and increase sales.

What is included in our implementation packages? Regardless of the size of the package we recommend, the following services are always included:

  • Free kick-off workshop

  • Detailed analysis and needs assessment

  • Development of targeted, efficient core processes

  • Creation of a consistent, qualitative target data structure

  • Implementation of an easy-to-use Salesforce CRM solution to manage customer information and document sales processes

  • Reports and dashboards to measure sales activity and success

  • Motivational user training to increase system adoption and usage

  • Recommendations for improving digital sales strategies to generate leads and increase revenue

Our Salesforce Kick-Starter packages are as follows:

  • S - Approx 10 person days: Leverage our best practices and standards with minor customisation.

  • M - Approx. 25 person days: Adaptations of our best practices and standards or different variations of the standard for different audiences.

  • L - Approx. 50 person-days: Individual processes and other additional processes for different target groups or mapping of complex authorisations and company hierarchies.

🔥 Projects, we are proud of