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.<\/p>\n\n\n\n
The Mission<\/h4>\n\n\n\n
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.<\/p>\n\n\n\n
Our Solution<\/h4>\n\n\n\n
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.<\/p>\n\n\n\n
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Lead Management<\/strong>: Capture and qualify leads and then convert them into customers<\/li>\n\n\n\n
Customer Management<\/strong>: Capture company and contact information<\/li>\n\n\n\n
Opportunity Management:<\/strong> Tracking sales activities and forecasting with Salesforce Reports<\/li>\n\n\n\n
Integration<\/strong>: Bi-Direktionale Integration von Projektdaten, Rechnungen und Zeiterfassungs-Details mit Zapier<\/a>.<\/li>\n<\/ul>\n\n\n\n
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