Heinrich Marketing builds a 360-degree customer view with Sales Cloud
The project
Heinrich Marketing is an online marketing agency in Munich. The company works according to the motto: We turn companies or ideas into a strong brand and generate online exactly the attention that our customers want.
With the opportunity to grow, Salesforce was the perfect system for the agency. Right from the start, Salesfive impressed with its expertise, specialist knowledge and hands-on attitude to the diverse challenges and problems.
These technologies were used
Systems are only as good as the technology behind them. That‘s why we rely on modern solutions from the Salesforce ecosystem for our customers‘ digitization projects. The following technologies, among others, were used at Heinrich Marketing.
Outlook
Microsoft Outlook is software for managing emails, calendars, contacts, and tasks in one central location.
Dropbox
Dropbox is cloud storage for storing files online and accessing them from anywhere.
JustOn
JustOn is a solution for automating financial processes directly in Salesforce.
“Salesforce helps us offer our customers all-round support. At the same time, we become more agile, more flexible and can grow. With Salesfive, we have 100 percent chosen the right partner for this step.”
The project success in detail
Structure agency processes, scale operations, and automate manual tasks with just one tool: the versatile Sales Cloud.
Requierements
– New definition of the agency processes
– Definition of workflows
– Optimization of business processes
– Establishment of a structured customer database
Customer benefits
– Track new opportunities through overview of customer status, sales opportunities (upselling) and leads
– Increase customer satisfaction with the help of optimal customer service
– Avoidance of error sources thanks to automated quotation generation
– Increased efficiency through new, improved work processes
Solution
– Implementation of Sales Cloud
– Dropbox integration as a smart workspace for structuring and organizing work
– Click2Dial integration to optimize customer communication
– Outlook synchronization for a unified email base
– Integration of JustOn as automated billing software
Advantages for Heinrich Marketing
– The overview of all running processes enables a better organization of one‘s own work
– Flawless customer overview thanks to the creation of a structured customer database
– Maximum scaling possible through the flexibility of Sales Cloud
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