Success Story

Optimized sales processes for Open as App

Eine Person schaut sich Grafiken am Laptop an

Overview in 30 seconds

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Short and sweet

User-friendly CRM system for optimizing sales processes. Quote creation and sending directly from Salesforce.



  • 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

About the project

Why Salesforce & Salesfive

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.

Ein Mann hält ein Smartphone in den Händen und tippt

Salesforce by Salesfive: Our solution

  • Implementation of the 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 

The 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

That's what Open as App says:

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!

Success stories start at this point

Would you like to build on the success of Open as App? Then let's talk!