Success Story: Supersonic Salesforce Launch

The customer

Our client is a consulting company with a focus on marketing automation, data engineering and machine learning. The young team supports several clients in German-speaking countries with international branches.

The Mission

The company opted for Salesforce as the central software for managing sales and project organization. The aim was to implement as close to the standard as possible and to integrate a time recording system.

Our Solution

In less than 3 days, we conducted compact requirements workshops and configured the Salesforce Sales Cloud with lead management, customer management, opportunity management and integration of the time recording software.

• Lead Management: Capture and qualify leads and then convert them into customers
• Customer Management: Capture company and contact information
• Opportunity Management: Tracking sales activities and forecasting with Salesforce Reports
• Integration: Bi-Direktionale Integration von Projektdaten, Rechnungen und Zeiterfassungs-Details mit Zapier.

The Result

In our fastest Salesforce rollout to date, we enabled the consulting company to bundle all relevant information from sales and project business in one central location and created the technological basis for further growth and additional functionalities.

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With this customer success story, we show that it doesn't always have to be a project lasting several months to create added value. Even on a small scale, you can create enormous benefits with the Salesforce platform.