Optimized sales processes for Open as App
Success Story
The project
Open as App is a platform that allows you to convert data from Excel lists, Google Sheets, or other data sources into apps. App creation does not require any programming knowledge.
With the same understanding of digitization, similar team structures, and a shared location in Munich – even within walking distance – Open as App chose Salesfive as the right implementation partner.
Technologies
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 Open as App.
Zendesk
Zendesk is a cloud-based platform for customer service and support with an integrated ticket system.
“We are happy to continue working with Salesfive. As an implementation partner and consultant in Salesforce, the team is unbeatable. Flawless migration of data into the new system – we are thrilled!”
Solution
The project success in detail
User-friendly CRM system for optimizing sales processes. Quote creation and sending directly from Salesforce.
Requirements
– Replacement of legacy system with flexible CRM system
– Optimization of data quality
– Simplification of quotation preparation and dispatch
– Clear presentation of important key figures
Customer benefits
– Ticket system within Salesforce improves transparency and simplifies collaboration
– Replace manual tasks with automations: simple quotation generation in just a few clicks
Solution
– Implementation of Agentforce Sales (formerly Sales Cloud)
– Integration of Zendesk as a ticketing tool
– High data quality through validations and standardizations
– Migration of data from the old CRM HubSpot to the new system
Advantages for Open as App
– Quick and easy creation of documents in the corporate design
– Transparency in the system facilitates the traceability of all activities
– Working together in one platform
– New reporting and monitoring capabilities give more profound insight into customers
Want to strengthen your teams?
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