Continuous CRM improvements through Salesforce Managed Services
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Customer Details:
- Matrix technology GmbH is a leading IT specialist with over 2000 successfully completed projects for large companies.
- With over 200 employees, the company offers expertise in the planning, development, management and operation of business-critical IT systems.
- The service portfolio includes IT services and IT consulting, with a focus on IT strategy development, cloud migration and IT outsourcing
Customer requirement
The existing sales processes are to be adapted to changing requirements in the existing CRM system and new system functions are to be taken into account in the best possible way.
Additional Salesforce expertise is required for the sales team to analyze and revise the system’s functions for creating quotations, optimizing the user interface and opportunity reporting.
b2plus Implementation
- Solutions were quickly discussed with the sales team and optimized functions were provided for the users.
- The accompanying support has continuously improved sales processes, enhanced data quality and increased the efficiency of the sales team.
- Thanks to the weekly consultations, the consultants have built up a deep understanding of the customer processes and can create and deliver suitable solution designs very efficiently when new requirements arise. The sales team has significantly expanded its knowledge of Salesforce and the platform functions so that the benefits of the CRM system can be better utilized.
- New requirements and incidents are entered via the b2Change ticket system in Salesforce. This creates an overview and transparency in the collaboration.