Salesforce
CRM and Business Platform
Salesforce is a cloud-based CRM and business platform used by companies of all sizes to manage sales, customer service, marketing, and more. It is the world’s leading CRM solution, offering a highly customizable and scalable platform that adapts to complex enterprise needs as well as smaller teams.
Beyond CRM, Salesforce has grown into a broad ecosystem covering automation, analytics, AI, and industry-specific solutions, all connected through a single platform.
Key features:
- Sales pipeline and opportunity management
- Contact and account management
- Marketing automation (Marketing Cloud)
- Customer service and support (Service Cloud)
- Analytics and reporting (Tableau)
- Workflow and process automation (Flow)
- AI-powered insights (Einstein AI)
- AppExchange with 7,000+ integrations
- Mobile app
- Custom app development (Salesforce Platform)
Fallstudien mit Salesforce
-
Centric Software
Centric Software ist ein Unternehmen für PLM-/Retail-Software, das zwei Unternehmen – Contentserv und ShoppingFeed – übernommen hat. Jedes dieser Unternehmen hatte seinen eigenen C…
- Discovery & Architektur
- Daten- & Logik-Mapping
- HubSpot → Salesforce Sync
- Salesforce → HubSpot Sync
- Bulk-Migration
-
Unitedleads
Unitedleads ist eine Finanzmaklerplattform, die Verträge für die Hypotheken-/Kreditvergabe und Lead-Vermittlung verwaltet. Metawork hat ein umfassendes Automatisierungssystem aufge…
- **Vertrags-Management**
- **Auftragsabwicklung**
- **Provisions-Tracking**
- **Rechnungs-Erstellung**
- **Salesforce-Workflows**