Our Focus:
Financial Services and
Real Estate
We show customers from all industries the way to greater success in Salesforce. Our core competence includes financial services and the real estate sector, but we are also well versed in technology and mechanical engineering as well as media and IT consultancy.
With years of experience and our profound market knowledge we realized various projects – largely for customers we still accompany.
Our Focus:
Financial Services and
Real Estate Sector
We show customers from all industries the way to greater success in Salesforce. Our core competence includes financial services and the real estate sector, but we are also well versed in technology and mechanical engineering as well as media and IT consultancy.
With years of experience and our profound market knowledge we realized various projects – largely for customers we still accompany.
Exploit The Full Potential Of Salesforce.
Many of our B2B customers with user groups ranging from 20 to 300 users, use Salesforce as core system for their business processes.
But company size or sales strength of turnover are not the limiting factors that make the implementation of Salesforce interesting to us.
Our passion and enthusiasm is based on the variety and flexibility of the Salesforce CRM solution.
Our customer profiles are the best references of our daily work.
Finance
Real Estate
Commerce
Services
Media
Finance
Real Estate
Commerce
Services
Media
Our Success Stories
Greater transparency, reduced costs:
process optimization for Raiffeisen Casa
Raiffeisen Casa is a subsidiary of Raiffeisen Schweiz and combines real estate professionals and financial advisor. The company uses Salesforce Sales Cloud including propertybase.
Challenge:
Business’ print-advertising materials were not displayed and managed crucial at the beginning of the project. As a result, quality differences and a loss in transparency occured regarding type and platform of real estate advertising. This is supposed to be remidied by integrating an order process and a reporting within Salesforce Sales Cloud.
Implementation:
A custom-object was developed for master data maintenance and a web2print app was created for mapping individual objects like placements, listings and slots in the course of the project. Monitor flows were realized with primary purpose of creation by object-based quick actions. In addition, an automated interface to the print production was created.
Result:
Comprehensive transparency was created in field of print-advertising materials with the metioned measures. Furthermore, a cut in personnel costs was achieved by automation and simplification.
Greater transparency, reduced costs:
process optimization for Raiffeisen Casa
Raiffeisen Casa is a subsidiary of Raiffeisen Schweiz and combines real estate professionals and financial advisor. The company uses Salesforce Sales Cloud including propertybase.
Challenge:
Business’ print-advertising materials were not displayed and managed crucial at the beginning of the project. As a result, quality differences and a loss in transparency occured regarding type and platform of real estate advertising. This is supposed to be remidied by integrating an order process and a reporting within Salesforce Sales Cloud.
Implementation:
A custom-object was developed for master data maintenance and a web2print app was created for mapping individual objects like placements, listings and slots in the course of the project. Monitor flows were realized with primary purpose of creation by object-based quick actions. In addition, an automated interface to the print production was created.
Result:
Comprehensive transparency was created in field of print-advertising materials with the metioned measures. Furthermore, a cut in personnel costs was achieved by automation and simplification.