CRM Marketing Automations

We know your needs. Not only because we use Salesforce every day, but also because we have helped many customers find the right solutions for their business. Our approach is personal, solution-oriented, and efficient.

What makes us Salesforce experts:

• Our long history of solving complex CRM problems

• Our user-centric mindset and understanding of business models

• Our attention to detail and a team that understands and implements your business processes end-to-end.

As a Salesforce implementation partner, we support you in customizing your Customer360 view to meet B2B requirements. The Salesforce Customer 360 platform offers an integrated view of your customers by linking all departments and data. This ensures that your sales, marketing and service teams always have the relevant information at their disposal to work efficiently and in a targeted manner.

We create the basis for seamless collaboration between departments. In the area of sales optimization, we provide a comprehensive overview of leads, accounts and opportunities to optimize your sales processes and better manage complex sales cycles. At the same time, we support your marketing teams in targeting campaigns to your customers' needs and allocating budgets efficiently. We also ensure that your service team always has access to relevant customer information so that they can respond quickly and effectively, thereby increasing customer satisfaction.

We advise and help you apply the right levers and systems to optimize your business processes, such as lead management, marketing, or order management.

• Implementation of Sales Cloud, Service Cloud, and more

• Data migration and integration

• Enhancement and optimization of your existing cloud solution

• Automated workflow implementation

• Training and education for your team

• Service & Support

Efficient processes are crucial in the IT system landscape, but the requirements are complex and continue to grow. With the help of system integration, different environments—such as for merchandise management systems, CRM, PIM, payment, and many other applications—can be connected and successfully managed.

System integration expertise: System integration enables seamless data exchange. For example, orders are processed automatically and inventory levels are synchronized. Our system integration toolbox includes powerful tools such as Mulesoft, Lobster, Azure Data Factory, and Talend.

API development expertise: Standard solutions are often not sufficient to meet complex business requirements. That's why we develop customized software solutions that are tailored precisely to your needs. Our expertise in API development and API management enables us to build powerful interfaces with REST, GraphQL, and other technologies. These solutions ensure the seamless integration of your systems and data sources.

Casablanca Hotelsoftware, a leading provider of hotel management software, has successfully implemented Salesforce Sales Cloud as part of its business transformation from an on-premise to a SaaS solution. This implementation solved key challenges such as a complex and multi-tiered opportunity and proposal process that was previously difficult to standardize. Dynamic pricing became more efficient and manual sales efforts were almost completely eliminated.

Another benefit of the transformation was the optimization of customer support and service management. Integrating Service Cloud created a single platform to efficiently manage all customer requests and service processes, contributing to higher customer satisfaction. Automated billing processes and improved invoicing enable Casablanca to deliver superior service to its customers while streamlining internal processes.

With Salesforce Sales Cloud, Casablanca has not only improved its sales and marketing processes, but has also streamlined collaboration between sales, support, accounting, and finance. This strengthens the entire value chain and provides a solid foundation for future growth and innovation.

TISA Spedition AG, a leading Swiss logistics company, transformed its sales and marketing processes by implementing Salesforce Sales Cloud. As part of its digital transformation, the company developed a powerful sales engine supported by efficient lead and opportunity management. The integration of the Salesforce platform with the website also enables seamless lead generation, automatically capturing prospects and engaging them in the sales process.

Another focus of the implementation was to optimize route management. With Sales Cloud, a solution was created that enables TISA to efficiently plan customer visits and optimally manage routes. This has significantly improved resource utilization and reduced sales costs.

The connection of quotation and order management to the ERP system and the successful data migration ensured end-to-end transparency and efficiency. The company also replaced its outdated newsletter system with Salesforce Marketing Automation, enabling personalized and automated customer communications. This integrated solution not only optimizes sales and marketing, but also route management, resulting in improved customer outreach and more efficient processes.

Daulto GmbH, a leading provider of sustainable heating technology, faced significant challenges: an inefficient sales process without CRM support, manual invoice management that led to errors, and complex order processing that was difficult to orchestrate. To solve these problems, Daulto implemented the Salesforce Customer 360 platform, which enables seamless integration of all business processes. Highlights of our joint project include:

• Integrated sales and marketing CRM: The implementation of Salesforce Sales Cloud and Marketing Cloud optimized the entire lead process. The integrated CRM system enabled more efficient sales cycles and improved collaboration between sales and marketing.

• Seamless invoice management: The integration of Salesforce into invoice management enabled automated and error-free invoicing directly from CRM data. This led to a significant improvement in tracking.

• Optimized order management: The planned introduction of a Salesforce-based order management system will simplify the entire order processing workflow. This includes the seamless integration of warehouse management and field service management.

Trotec, a leading provider of professional machines and solutions for air treatment and measurement technology, faced the challenge of successfully implementing the global rollout of Salesforce Marketing Cloud for marketing campaigns after an initial attempt failed and responsibility was transferred to headquarters. Since headquarters was already using SFMC for basic marketing automation and transactional emails, it was decided to use the tool as the central instrument for future marketing automation.

We then developed a comprehensive concept to further develop SFMC as a central platform. The most important use cases for business users were prioritized, while at the same time defining a target vision for the processes and distribution of roles between HQ, business units, and regions. A central element of the solution was the definition of local enablement and global support services to provide optimal support to the regions and strengthen collaboration.

The result was a blueprint for centralized SFMC marketing operations, which included a backlog list of the most important use cases and technical requirements. In addition, a program design and roadmap for the transformation of global marketing processes were created, laying the foundation for successful, long-term implementation.