CRM Business development
With just one click, business development procedures can be quickly and easily created and processed directly from Salesforce.
The #1 CRM system for business development organizations. From relationship management and consulting to business attraction and event planning, Salesforce's world-leading cloud-based CRM platform lets you manage all projects from one place. With just one click, business development procedures can be created quickly and easily and processed directly from Salesforce. Regardless of whether you are on the road or on your laptop - optimally adapted and user-friendly for your business development. All consulting and activity areas are digitized and automated thanks to workflows. This enables targeted consulting and needs-oriented support for all stages of development, from start-ups to established companies.
Thanks to the standardized system architecture, which includes the industry standards and best practices of economic development agencies, you save yourself the tedious implementation process and thus minimize your costs! In the future, leave the paperwork to your #1 CRM system and use the time gained to promote your region to investors & co.
5 Reasons Why
Fast use and ease of operation adapted to the industry standard
Central overview of all customer data
Increased efficiency thanks to structured information management and numerous automations
Mapping of central processes, such as commercial space and investor inquiries
Visualization of real-time data thanks to comprehensive reporting options
Discover all functions
The "Investor Inquiries" function enables users to efficiently record, manage and track incoming inquiries from potential investors. In the process, all relevant information on the inquiries can be stored centrally to ensure targeted and timely processing as well as effective communication with investors.
Your employees can use the function to record, manage and analyze potential investment projects or business opportunities from companies or investors. The central repository enables efficient evaluation and processing of the offers and facilitates cooperation between you and the potential investors.
Commercial Space Management provides you with a central platform for managing and optimizing your commercial spaces, such as managing location information, tracking leases, planning space utilization, and analyzing space data. It helps you use your commercial space more efficiently, optimize costs, and make informed decisions about locations and space.
The central recording of customer cases offers you the possibility to efficiently record, manage and process customer inquiries, complaints or support cases. In doing so, all relevant information on the cases can be centrally recorded to ensure a fast and targeted resolution of the concerns and to promote a positive customer experience.
Reports and dashboards enable users to capture and analyze relevant data and metrics and present them in meaningful reports and dashboards. This gives you insights into your performance metrics, the progress of projects, and the effectiveness of your actions to make informed decisions and continuously optimize your activities.
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After your request, we will get back to you immediately with additional information about the modules.