Questions?  Contact us: +49 89 8780676-0
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.

Challenges

Many of our customers face the same, typical challenges in this sector, e.g.

  • Focus on existing-customer care and key accounts
  • Fully utilising consultants
  • Innovation and knowledge management in teams
  • Collaboration between internal and external sales forces
  • Field service management using mobile end devices
  • Financial overview (order book, services delivered, sales, forecasts)

 

Successful projects

We have implemented numerous end-to-end solutions in many successful projects, including

  • Introducing CRM and the relevant training and operation
  • Quotation management and follow-up
  • Forecasting incoming orders in sales
  • Dashboards for utilisation, services delivered
  • Project management with time and travel expense logging incl. proof of service delivered
  • Invoice generation and input to DATEV or ERP systems

 

Solutions and products

Salesforce1 CRM-Plattform

Classic introduction of a Salesforce CRM system focusing on sales and field service management.

email marketing

Introducing email newsletters and email marketing with marketing automation and personalised communications.

Salesforce1 CRM (ServiceCloud)

Introducing case/ticket recording, management and escalation for levels 1+2 and level 3 (development) support.

Integrating Salesforce/ERP

Invoice production for contracts and services, input to DATEV.

All products and solutions are fully integrated in the Salesforce1 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...

Sector solutions for consultancies / service providers

For consultancies and service providers.

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Service provider references

Arthur-D.-Little-Logo barkawi_logoHansecontrol_logologo_thosthlp_logoAmasolqte_logoAnnova-Logo

Your sector expert

Michael G. Frohn

Managing Director

Michael_Frohn-01.jpg

Michael G. Frohn has more than 20 years’ experience in the high-tech and IT sector, for instance as the general manager of F5 Networks, in sales and product marketing at 3Com and in technical account management at what is now Dimension Data.

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