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Boost your sales performance with continuous Salesforce Managed Services

Salesforce Managed Services – Increase your sales performance by around 30% as a medium-sized company and benefit from our more than 10 years of experience in optimizing CRM systems.

  • Gain clarity about every step in the sales process so that you have an overview of which sales employee is performing how, enabling you to achieve your sales targets in a predictable manner

  • Improve your data quality by up to 70% so that your data is always up-to-date and complete – without the risk of duplicates and as a basis for future Salesforce AI features

  • Find out how you can adapt your Salesforce system quickly and flexibly to changing business requirements with our agile managed services

Industrial companies, financial services and IT consultants
rely on Salesforce Managed Services from b2plus Consulting

The 4 most common sales problems
of medium-sized companies with Salesforce

Hohe Komplexität

High complexity

The complex CRM system landscape makes it difficult for sales staff to work efficiently. They have difficulty responding quickly to customer inquiries or finding their way around the multitude of functions and options.

Falsche Systemkonfiguration

Incorrect system configuration

Misconfigurations can slow down sales considerably. Employees struggle with incorrect customer data, confusing processes and inaccurate sales reports, costing both time and revenue. This lengthens sales cycles and impairs sales performance.

Falsche Daten und Dubletten

Incorrect data and duplicates

Clean data is crucial for sales. It helps to find potential customers, create quotes and close deals. However, bad data forces the team to make time-consuming corrections and interferes with automation, which slows down work and hinders the sales process.

Intransparenz und uneinheitliches Vorgehen

Lack of transparency and inconsistent approach

Without clear sales processes, salespeople do not know how to deal with leads. The wrong approach could result in missed sales opportunities and missed sales targets. It is also difficult for the sales manager to monitor and control progress.

What results can you expect from b2plus Consulting?

Our customers realize these results in practice:

Klare KPIs und Strukturen im Vertrieb

Clear KPIs and
structures in sales

Track the progress of your employees in every sales step to achieve your goals in a predictable manner. Increase efficiency through clear guidelines and processes, which leads to increased productivity.

Bis zu 70 % bessere Datenqualität

Up to 70 % better data quality

Optimize the quality and timeliness of your data so that you have a basis for future AI features and your sales staff have the information they need to sell more effectively and maintain customer relationships.

Schnelle Anpassungen an neue Anforderungen

Quick adaptation to new requirements

Benefit from rapid evaluation and implementation of new requirements, react flexibly to changes and continuously improve your system to achieve your development goals. Always remain compliant and avoid penalties.

Our services in detail

This is how we continuously improve your Salesforce CRM system with our managed services:

Monitor & Deploy

To continuously optimize your Salesforce CRM, we monitor the most important system parameters in terms of performance and limits once a month. We also seamlessly implement changes based on new requirements.

  • Gain clarity about every step in the sales process so that you have an overview of which sales employee is performing how, enabling you to achieve your sales targets in a predictable manner

  • Improve your data quality by up to 70% so that your data is always up-to-date and complete – without the risk of duplicates and as a basis for future Salesforce AI features

  • Find out how our agile managed services enable you to adapt your Salesforce system quickly and flexibly to changing business requirements

Business Analyse & Change Management

Gain a clear insight into your needs through a structured requirements analysis and find out how adjustments to the system can help you to better achieve your business goals.

  • Achieve improved adaptability & speed of response to market changes through structured planning and implementation of optimizations using change management
  • Deliver solutions with training and demos to your sales reps to maximize adoption and continuously optimize the user experience with our help
  • Achieve your goals within approved budgets by implementing support via Scrum and adhering to a monthly capacity limit

Security & Compliance

We provide enhanced security and regulatory compliance in the Salesforce system to enable salespeople to access data securely, enabling them to work more efficiently to close more deals.

  • Get clear and simple user administration to optimize workflows and increase the productivity of your sales staff
  • Secure data access to ensure that your sales staff can only access the information that is relevant to them, resulting in more efficient work processes and better customer service
  • Ensure compliance with data protection regulations to increase customer trust and minimize potential legal risks, resulting in smoother business operations and improved company reputation

Best Practice Solutions

By applying proven methods and solutions in the Salesforce system combined with your individual requirements, we increase the efficiency of your sales process.

  • Benefit from our comprehensive know-how of Salesforce functions and our industry knowledge so that we can utilize the system as efficiently as possible for your sales and you can achieve your sales targets

  • Get customized solutions for the system’s user interface and data processing to optimize sales transaction processing and increase efficiency

  • Improve the email deliverability and quality of your templates to ensure effective communication with customers and increase close rates.

Your advantages at a glance

You can take advantage of our consulting services from as little as €1,250 per month and benefit in the long term.

Contact person for processing all your inquiries

Gain direct access to a personal contact person who will provide comprehensive support for all your spontaneous inquiries. This not only improves the response time to your needs, but also ensures seamless integration and adaptation of your systems to current business requirements.

Permanent support services for continuous CRM optimization

Benefit from ongoing support for the continuous optimization of your CRM system. This constant support leads to a more efficient adaptation to business processes and sustainably increases your operational performance.

Support budget for an entire team of experts

Secure an on-demand budget for experts who have technical expertise in all aspects of Salesforce and an in-depth understanding of the industry. The team takes care of business analysis, design and implementation. Benefit from specialized knowledge in all areas and rapid solution finding.

Integrated change management system

Use our intelligent change management system and the associated ticket app to send us your requests digitally, which are recorded as a ticket and are in constant communication with us. We can also track your requests and their status.

The comparison:
What you can achieve with b2plus Consulting GmbH

Our managed services continuously optimize your sales process and maximize the benefits of your Salesforce system so that you can react flexibly to new requirements and achieve your business goals in the long term.

Previously

  • Poor data quality with duplicates, missing information and loss of data

  • No overview of which customer a sales employee is in which phase of the sales process

  • Errors due to manual transmission and time-consuming processes during data collection & processing

  • Slow response to new requirements due to limited expertise and/or insufficient IT capacity

  • Data inconsistency, loss of efficiency and security risks due to incorrect integration with other systems

  • internal Salesforce administrator is not specialized in all Salesforce functions and cannot integrate all requirements quickly

Afterwards

  • Ever better data quality through the continuous optimization of your Salesforce system

  • Transparency and clarity about the entire sales process and the value of the opportunity pipeline

  • Interfaces to external systems for faster implementation of internal editing processes

  • Adaptation speed for requirements via the managed service is significantly higher

  • Centralized data, increased productivity and uniform security protocols through successful integration

  • Access to specialized expertise and resources from external experts for more effective use of Salesforce

FAQ – Frequently asked questions

While one-off Salesforce projects are aimed at implementing new functions or solutions, our Managed Services offer continuous support and optimization over a longer period of time. This enables companies to constantly adapt their Salesforce platform to changing business requirements and get the maximum benefit from it.

Yes, we develop industry-specific Salesforce solutions that are tailored to the unique requirements of different industries. We offer tailor-made customer solutions for industry, financial services and IT companies to optimize their sales processes.

As part of our managed services, we coordinate the regular tasks that we should carry out for you to optimize your Salesforce CRM system. We take full responsibility for these tasks. A monthly budget is set, within the framework of which we process tickets, i.e. your requirements, and provide consulting services. We then conclude a contract with you before onboarding is carried out.

We attach great importance to open and transparent communication and close cooperation with our customers. With the change management ticket app integrated into Salesforce, requests and communication are documented transparently for all parties involved to ensure a long-term and successful partnership.

Why b2plus Consulting?

At b2plus Consulting, we are your competent partner for Salesforce solutions. Our expertise covers all facets of your business, from individual strategy development to concrete implementation in your sales process. We understand your business inside and out and tailor our solutions precisely to your requirements. We combine in-depth industry knowledge with technical expertise to exploit the full potential of your Salesforce system

We don’t just think in terms of technical solutions, but always in the context of your business goals. Our transparent communication and commitment to your satisfaction are always at the heart of what we do. We don’t just implement, we actively drive you forward to achieve the best results together.

Offer template S Docs

This path leads to us:

Date

Ask us for a free initial consultation. One of our strategy consultants will then make time for you on your desired date.

Initial consultation

In a telephone conversation, you explain your current situation to us and we explain our approach. If it makes sense to work together, a more intensive consultation will follow.

Consulting

We develop a strategy with which we can continuously improve your Salesforce system. We explain exactly how our managed services will make your sales process more efficient