e.g. for consultancies and service providers

Key features of our service sector solutions

• 360º customer overview from initial contact to outstanding invoices
• Key account management/li>
• Optimised quotations and follow-up
• Order administration for consultancy and project budgets
• Project management, travel expenses and time logging
• Proof of and invoicing of services delivered
• Invoice generation and input to DATEV
• Full financial overview with flexible reports and dashboards

In consultancy, important key accounts are looked after by various contacts – with a central 360º customer overview – including on mobile end devices.

It really helps to have a uniform innovations platform you can rely on to quickly harness new functions and competitive advantages – from marketing and sales to project management and of course meaningful reporting for residual budgets, project status and utilising your own team of consultants.

All products and solutions are fully integrated in the Salesforce CRM platform and are to be administered as native apps directly within Salesforce.

Wherever it makes sense, we use standard products from various suppliers on the Salesforce1 platform so as to minimise the outlay involved. Any specific requirements are then met in Salesforce and in the apps by means of customisation and, if necessary, also programming (APEX, VisualForce).

Let’s talk – it’s more than likely we’ve encountered similar challenges before and have already applied a solution...