Fusion Partners: Optimal scaling in sales
Success Story
The project
Fusion Partners: corporate venture services for high-impact partnerships between startups and organizations to build and drive technology-driven innovation.
In the course of developing new business areas, a new, scalable system was needed that could easily map the various structures and contact types. The functions of Salesforce in combination with the solution approaches of Salesfive were the right choice for the company.
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 Fusion Partners.
Outlook
Microsoft Outlook is software for managing emails, calendars, contacts, and tasks in one central location.
“We wanted a system that was both scalable and robust. That's what we found - with Salesforce and thanks to the excellent collaboration with Salesfive.”
Solution
The project success in detail
One system for all: Salesforce for sales, business development, and project management. Automation throughout the sales process and clear structures enable optimal scaling in the new business area.
Requirements
– Scalable and secure CRM system
– Mapping of the entire new customer process in one system
– Differentiation of the various customer groups as well as contact types must be clearly evident
Customer benefits
– Continuous development of processes and optimized reporting through usability of all data
– Synergy effects through 360-degree overview of all customers and projects
– Cross-departmental efficiency increase thanks to transparency and clear structures
Solution
– Implementation of Agentforce Sales (formerly Sales Cloud)
– Outlook integration
– Definition and conception of the new customer process
– Maximized data quality thanks to optimized data structures and automations
– Project management mapping
Advantages for Fusion Partners
– Sales, project management and business development: all data in one system
– Automated new customer process enables better customer focus
– Individual training enables employees to adapt small changes in the system
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