Predictable growth starts here
Transform and unlock the full potential of your business with custom Salesforce strategies that drive results and scale effortlessly.
Trusted by:
Trusted by:
6 good reasons why we are a different agency
Industry-Specific Growth Frameworks
Deliver tailored growth strategies and business process frameworks for specific industries, from real estate to financial services, ensuring solutions are finely tuned to sector-specific needs.
We focus on Business Process Optimization
Leverage business process mining to map, analyze, and optimize workflows across departments, ensuring maximum efficiency and seamless integration with Salesforce.
AI-Enhanced Process Automation
Use AI-driven automation within Salesforce to eliminate manual tasks, reduce errors, and free up resources for more strategic initiatives, enhancing overall business efficiency.
Collaboration is the key for us
Develop integrated Salesforce solutions that enhance communication and collaboration across departments, ensuring smooth workflows and consistency in decision-making.
Strategic Roadmaps for Scalable Growth
Design customized growth roadmaps that integrate Salesforce capabilities and AI to ensure long-term scalability, with clear milestones and performance metrics to track progress.
Predictive Analytics for Growth
Utilize Salesforce Einstein and advanced analytics to predict market trends, customer behavior, and operational bottlenecks, empowering proactive decision-making and growth opportunities.
14
Years of experience
33
Certifications
65+
Implementations
14
Years of experience
43
Certifications
65+
Implementations
We focus on the Financial Industry
Which of these sounds like you?
We’re not generalists. Our expertise is built for your specific challenges. Select your profile to see how we help.
I'm in Financial Services
My focus is on modernization. I need to reduce the risks of our transformation, eliminate data silos, and move toward a truly customer-centric model (like FSC).
I'm in FinTech
My focus is growth and speed. I need a frictionless sales engine that scales as fast as we do. My GTM (Go-to-Market) process is my bottleneck.
Your Solutions by teams
Make your pick—choose the team!
Supercharge your Sales Department with custom solutions that scales
Unlock the true potential of your sales processes with our tailor-made solutions designed to optimize efficiency, boost productivity, and scale outcomes. Leveraging cutting-edge business frameworks and deep expertise in Salesforce, we empower your sales team to focus on what matters most: closing deals and driving revenue. By collaborating with us, your sales department can expect to see significant improvements across the board, with key benefits including
- Enhanced Lead Qualification
- Improved Conversion Rates
- Seamless Integration with additional Sales tools
- Data-Driven Insights
- Scalable Growth
Our impact in numbers.
Empower Your Marketing Team to Drive Scalable Growth
In today’s fast-paced digital landscape, effective marketing relies on the ability to leverage data, automate workflows, and make real-time adjustments to strategies. Our custom frameworks, paired with deep expertise in Salesforce and seamless integration with other systems, give your marketing team the tools they need to optimize processes and deliver measurable results at scale.
Partnering with us allows your marketing department to achieve:
- Optimized Campaign Management
- Personalized Customer Engagement
- Integrated Marketing Systems
- Unified Customer Profiling
- Scalable Marketing Operations
Our impact in numbers.
Transform Your Support Team for Scalable Success
In today’s competitive landscape, delivering exceptional customer support requires efficient processes, timely responses, and seamless integration across systems. Best practices such as automated ticket routing, AI-driven knowledge bases, and self-service portals enable support teams to resolve issues faster and improve customer experiences.
By optimizing these workflows and integrating systems like Salesforce, we empower your team to scale effectively while maintaining high service standards.
- Faster Response Times
- Enhanced Self-Service Options
- Integrated Support Systems
- Improved Case Resolution Time
- Scalable Support Operations
Our impact in numbers.
Elevate Your IT Operations with Scalable Solutions
Managing complex IT ecosystems requires efficient workflows, robust system integrations, and the ability to adapt to evolving demands. By implementing best practices such as automated monitoring, predictive analytics, and seamless system connectivity, we help IT teams reduce downtime, optimize performance, and drive innovation.
Partnering with us equips your IT department with the tools and expertise to tackle challenges effectively and scale operations in line with business growth.
- Proactive Issue Resolution
- Streamlined System Integrations
- Enhanced IT Productivity
- Scalable Infrastructure
- Improved Security and Compliance
Our impact in numbers.
Streamline Operations for Scalable Efficiency
In today’s fast-paced business environment, operational excellence hinges on efficient processes, seamless cross-departmental coordination, and data-driven decision-making. By leveraging best practices such as workflow automation, integrated systems, and predictive analytics, we help operations teams reduce inefficiencies, improve outcomes, and scale with confidence.
Partnering with us empowers your operations team to enhance performance, minimize costs, and drive organizational growth through optimized processes and smarter strategies.
- Optimized Workflows
- Integrated Systems and Data
- Improved Resource Allocation
- Real-Time Performance Monitoring
- Scalable Processes
Our impact in numbers.
Our package solutions are ready for you
We enhance your business processes to ensure you are using 100% of Sales Cloud’s potential, focusing on three key pillars of success.
↑ Average Deal Size / CLV
↑ Conversion Rate
Boost Sales Effectiveness
Boost lead conversion, optimize sales cycles, and enhance overall sales performance with smarter processes.
- Unified 360 Client View: Give reps a complete picture of every client to identify new potential and deepen relationships.
- Actionable Opportunity Insights: Use opportunity scoring, AI-driven signals, and sales playbooks to focus reps on high-value deals and guide the next-best-actions to win.
↓ Average Sales Cycle Length
Optimize Sales Efficiency
Automate repetitive tasks, reduce manual data entry, and streamline complex workflows to maximize productive sales time.
- Intelligent Workflow Automation: Automate follow-ups, updates, and approvals to keep deals moving forward.
- Streamlined In-System Sales Processes: Reduce clicks and cognitive load with intuitive flows, guided paths, and contextual actions that keep reps selling within Salesforce.
↑ CRM User Adoption Rate
↑ Sales Forecast Accuracy
Enhance Data & Forecasting
Ensure your data is clean, reliable, and actionable, leading to accurate forecasts and data-driven strategic decisions.
- Simplified UI & Data Hygiene: Clean your data and provide a user-friendly interface that reps actually want to use.
- Real-Time Analytics & Reporting: Developing clear, automated dashboards and reports that provide a real-time, data-backed view of the pipeline coverage and health.
Time-and cost-saving by teams
Our Services for you
Can't you find what you're looking for?
Our solutions are always custom. Tell us about your unique business needs.
Customer Insights
Sell & Stay
“With the new Salesforce solution, we have redefined our business model. Complex contract processes now run smoothly and we are perfectly prepared for our future as a portfolio investor!”
Project: Salesforce Sales Cloud: A customized solution for Sell & Stay
Sell & Stay needed a platform to make its complex real estate retirement processes more efficient and transparent. A fully customized Salesforce solution has not only digitally transformed the company, but also future-proofed it.
Key features and benefits:
- Contract negotiation process: A unique function for tracking all negotiation steps between sellers, buyers, lawyers and notaries.
- Cost transparency: A customized data model for tracking operational income and expenses per real estate unit.
- Portfolio management: Preparation for the future marketing of residential portfolios for investors.
- Seamless communication: Integration of Aircall for improved accessibility and documentation.
Volkswagen Group
“The new Salesforce Service Cloud template has revolutionized our internal ticket process. It enables uniform and efficient processing of employee inquiries, worldwide and without media disruptions.”
Project: Salesforce Service Cloud Template for Volkswagen Group
Development and implementation of a global ticket management system template based on the Salesforce Service Cloud to manage and process internal employee requests.
Key features and benefits:
- Standardized ticket resolution processes: Standardized processing of requests worldwide
- Customized automations: Optimized workflows and process automations for faster processing
- Global implementation: Rollout of the template to subsidiaries worldwide, including Volkswagen Central, Audi, MAN ES and others
- Data management: Dedicated release guidelines for sensitive data in accordance with data protection regulations
- Flexibility through customization: Local adjustments possible to meet the specific requirements of individual departments
Engel & Völkers
“The prototype has changed our perspective on the business. We can work faster and more efficiently, and our test customers love the ease of use and the 3D exposés.”
Project: Customized Salesforce prototype for brokers.
Development of an innovative prototype that enables Engel & Völkers brokers to create exposés quickly and professionally. The prototype is based entirely on the Salesforce platform, but uses a flexible headerless design for maximum functionality and a seamless user experience, both on desktop and mobile.
Key features and benefits:
- Standardized exposé templates: Uniform, professional property presentation.
- 3D Matterport integration: Virtual viewings directly in the brochure.
- Headerless design: Lean, web-like user experience.
- Mobile use: Flexible for estate agents in the office and on the move.
- Customer access: Buyers can access real estate information directly.
- Compliance with design guidelines: 100% Engel & Völkers style compliance.
- Prototyping approach: Fast feedback led to high acceptance by test agents
Sell & Stay
“With the new Salesforce solution, we have redefined our business model. Complex contract processes now run smoothly and we are perfectly prepared for our future as a portfolio investor!”
Project: Salesforce Sales Cloud: A customized solution for Sell & Stay
Sell & Stay needed a platform to make its complex real estate retirement processes more efficient and transparent. A fully customized Salesforce solution has not only digitally transformed the company, but also future-proofed it.
Key features and benefits:
- Contract negotiation process: A unique function for tracking all negotiation steps between sellers, buyers, lawyers and notaries.
- Cost transparency: A customized data model for tracking operational income and expenses per real estate unit.
- Portfolio management: Preparation for the future marketing of residential portfolios for investors.
- Seamless communication: Integration of Aircall for improved accessibility and documentation.
Volkswagen Group
“The new Salesforce Service Cloud template has revolutionized our internal ticket process. It enables uniform and efficient processing of employee inquiries, worldwide and without media disruptions.”
Project: Salesforce Service Cloud Template for Volkswagen Group
Development and implementation of a global ticket management system template based on the Salesforce Service Cloud to manage and process internal employee requests.
Key features and benefits:
- Standardized ticket resolution processes: Standardized processing of requests worldwide
- Customized automations: Optimized workflows and process automations for faster processing
- Global implementation: Rollout of the template to subsidiaries worldwide, including Volkswagen Central, Audi, MAN ES and others
- Data management: Dedicated release guidelines for sensitive data in accordance with data protection regulations
- Flexibility through customization: Local adjustments possible to meet the specific requirements of individual departments
Engel & Völkers
“The prototype has changed our perspective on the business. We can work faster and more efficiently, and our test customers love the ease of use and the 3D exposés.”
Project: Customized Salesforce prototype for brokers.
Development of an innovative prototype that enables Engel & Völkers brokers to create exposés quickly and professionally. The prototype is based entirely on the Salesforce platform, but uses a flexible headerless design for maximum functionality and a seamless user experience, both on desktop and mobile.
Key features and benefits:
- Standardized exposé templates: Uniform, professional property presentation.
- 3D Matterport integration: Virtual viewings directly in the brochure.
- Headerless design: Lean, web-like user experience.
- Mobile use: Flexible for estate agents in the office and on the move.
- Customer access: Buyers can access real estate information directly.
- Compliance with design guidelines: 100% Engel & Völkers style compliance.
- Prototyping approach: Fast feedback led to high acceptance by test agents
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