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Custom Solutions

Optimise your existing apps and interfaces

Custom developments, integrations and individual processes around your CRM have grown over time, but not always to a plan. We review what holds up, simplify what is needlessly complicated and make sure your surrounding systems are easy to monitor, extend and administer.

  • Revise existing applications on your CRM platform in line with your current processes, as close to the standard as possible
  • Operate reliably: monitoring and maintenance, support and incident management, release management and further development

Typical warning signs

When a second look pays off

  • Interfaces fail, and nobody notices in time.
  • Only one person in the company still understands a custom development.
  • Every extension costs more than the last.
  • Data does not match between CRM, ERP and other systems.

What we offer

From initial assessment to integration

System integration is the central challenge for CRM and digitalisation projects. A 360-degree view of the customer is only possible if surrounding systems are connected in a way that makes them easy to monitor, extend and administer.

  • Cross-system processes

    Support in implementing cross-system business processes for a 360-degree view of your data.

  • Map processes to systems

    Analysis of the relevant business processes and a joint assessment of which system best covers each sub-process.

  • Document interfaces

    Documentation of system interfaces along the required data flow, including field mappings and data transformations.

  • Assess technology

    Selection of possible technologies for implementing the integration, with an implementation recommendation.

  • Customer 360 framework

    Implementation of a Customer 360 framework that connects your customer-related data and processes.

  • Connect an integration solution

    Implementation of the connection via an integration solution where point-to-point connections reach their limits.

  • Embed your CRM in your landscape

    Integration of Salesforce or HubSpot into your existing application landscape.

  • Migration and data import

    Migration and data import when switching systems or introducing new ones.

Salesforce Customer 360

All customer-related data and processes connected

With its Customer 360 platform, Salesforce offers a unique way of connecting your customer-related data and processes. This enables real-time display and use of data across all customer-related processes. Marketing, commerce, service and sales/POS processes share information and can therefore act and collaborate in the most customer-centric way possible.

The solution is suitable for both B2B and B2C contexts. We are happy to support you in designing and implementing your Customer 360 solution.

What types of integration are there?

From a single API call to orchestrating many systems

  • API connection

    A simple API connection – synchronous or asynchronous – enables dedicated individual actions from one system to retrieve information from or transfer it to another.

  • Simple integration

    Point-to-point connections are suitable as direct links between two participating systems for a single action or a few actions.

  • Multi-system connection

    Complex connection of several systems – unidirectional or bidirectional. Connection of multiple orchestrated actions between several systems with the help of an integration tool.

  • Complex connection with multiple systems

    Complex connection of several surrounding systems, databases or other data sources (unidirectional or bidirectional), using an integration tool and with offloading of (bulk) data. Where needed, also synchronisation across several Salesforce Clouds.

Integration experience

What we have already connected

We have extensive experience in connecting a wide range of ERP, finance and CRM solutions such as Microsoft, SAP and Infor, as well as industry-specific solutions and other surrounding systems. For complex landscapes, we recommend scalable integration platforms such as MuleSoft, Jitterbit or SKYVVA.

  • Flexible configuration of integration flows via an integration tool (e.g. MuleSoft, Jitterbit, SKYVVA)
  • Custom programming of the integration by calling the Salesforce APIs (SOAP / REST) or the HubSpot API
  • Embedded views of other systems / mashups (e.g. Google Maps, SAP orders)
  • Jumping into third-party applications via dynamic links (e.g. SAP Web GUI)
  • Ready-made applications and connectors from vendors and partners with a defined scope of functions (e.g. MS SharePoint, Gmail)

What is not running smoothly for you?

Describe your setup to us. We will tell you what can be simplified and where we would start.

Your contact

Key Account Manager

Veronika Schmatz