Success Story

Always one step ahead: Heinrich Marketing

Overview in 30 seconds


About the project

Structuring agency workflows, scaling options and automation of manual work in just one tool: the multi-talented Sales Cloud. 


  • 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  

About the project

Why Salesforce & Salesfive

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. 

Salesforce by Salesfive: Our solution

  • Implementation of the 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 

The 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 the Sales Cloud

This is what Andreas Heinrich, owner, Heinrich Marketing, says: 

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% chosen the right partner for this step.

Success stories start at this point

Would you like to build on the success of Heinrich Marketing? Then let's talk!