Hospitality Case Studies and Success Stories with Salesfive
CASE STUDY mydays
Salesforce by Salesfive helped mydays merge with Jochen Schweizer. They built a joint CRM system and unified processes for both brands. Sales Cloud and Conga Composer automated document generation. T...he new system gave a 360-degree view of partners and customers. Employees work more efficiently and manage purchasing and sales in one place.
Events Services Case Studies and Success Stories with Salesfive
CASE STUDY E.ON
Salesfive delivered a five-day intensive Salesforce Administrator training for E.ON. The training used E.ON-specific use cases and mixed theory with practice. Salesfive adapted the course to each par...ticipant's knowledge level. The program included virtual learning videos and quizzes. E.ON staff were well prepared for the Salesforce Administrator certificate. The training improved user acceptance and ROI of E.ON's Salesforce system.
Food & Beverages Case Studies and Success Stories with Salesfive
CASE STUDY BarthHaas
Salesforce helped BarthHaas digitize purchasing, sales, marketing, and service. They launched a partner portal and automated contract and quotation processes. Chatter improved communication and Sales...force Mobile Publisher made the portal available as an app. DocuSign and PDF Butler enabled digital signatures and easy document creation. BarthHaas gained more transparency, efficiency, and time savings. All customer activities are now tracked in one place, supporting upselling and better service.
Management Consulting Case Studies and Success Stories with Salesfive
CASE STUDY Fusion Partners
Salesforce by Salesfive helped Fusion Partners scale their sales and business development. They needed a secure CRM to manage new customer processes and different contact types. Salesfive implemented... Sales Cloud, integrated Outlook, and automated data structures. Fusion Partners gained a 360-degree view of customers and projects. The new system improved efficiency and reporting across departments.
Insurance Case Studies and Success Stories with Salesfive
CASE STUDY Ottonova
Salesforce by Salesfive helped Ottonova, a digital private health insurance company, break down data silos and create a secure, unified database. The solution linked Ottonova's backend and app with n...ew sales software, ensuring high data security and clear information flow. Sales Cloud was implemented, sensitive data was encrypted, and staff received on-site training. Ottonova gained a 360-degree view of customer data, improved internal communication, and a more structured sales strategy.
Real Estate Case Studies and Success Stories with Salesfive
CASE STUDY Abenstein
Sales Cloud helped Abenstein digitize over 90 years of customer data. The company needed a simple, scalable CRM for customer registration and management. Salesfive implemented Sales Cloud, set up a n...ew data structure, and connected Einstein Activity Capture. Now, Abenstein can access all customer and project data in real time, even on mobile. The new system makes sales activities easier and improves customer service.
Salesforce Sales Cloud helped EDGE manage customer and partner data in one place. EDGE needed a central address book and mobile access to all project data. Salesfive implemented Salesforce with Siri,... Outlook, and Mailchimp integrations. Employees now see all customer interactions and access information anywhere. This improved teamwork and sales quality for EDGE.
Banking Case Studies and Success Stories with Salesfive
CASE STUDY Fidor Bank
Salesforce helped Fidor Bank go digital with a multi-cloud solution. The bank needed strong data security and better integration across departments. Salesfive implemented Sales Cloud, Service Cloud, ...Marketing Cloud, Pardot, and Social Studio. They unified all data in one system and integrated the banking backend. The support team can now handle over 1,000 requests per day. Fidor Bank saw more transparency, better service, and improved marketing automation.
Non-Profit Organization Management Case Studies and Success Stories with Salesfive
CASE STUDY Hoffnungsträger Stiftung
Salesforce Nonprofit Cloud helped Hoffnungsträger Stiftung digitize fundraising and donation management. The organization replaced outdated IT systems and manual processes with a central CRM. Salesfi...ve implemented the solution in one year, integrating donation accounting and resident management. Data migration improved information quality and reduced errors. The new system supports targeted fundraising, automated accounting, and better collaboration across locations.
Salesforce Education Cloud helped ReDI School create a digital academy. The school needed to break down data silos and digitize its application process. Salesfive implemented Education Cloud to bring... all stakeholders onto one platform. This reduced manual work for over a third of teams and cut written communication time for more than half. Searching for contact data became at least 8.7 times faster. The solution also improved fundraising tracking and enabled the school to manage courses, students, and partners more easily.
Sales Cloud helped You Foundation create a central system for donation management. The foundation moved from local data storage to a cloud-based platform. This made project and donation tracking more... transparent. Staff can now work on the same projects at the same time from anywhere. Reporting, data, and financials are available directly in Salesforce. Automation in Salesforce reduced manual tasks for the team.
Salesforce Sales Cloud helped Novid20 manage customer and project data in over 40 countries. The nonprofit needed a fast rollout, global data structure, and complex master data integration. Salesfive... implemented Sales Cloud and NPSP, enabling efficient lead, contact, and project management. Novid20 gained a 360-degree view of all data, improved productivity, and automated project flows. Staff now have more time for their mission to reduce Covid-19 spread.
Swiss-Ski used Salesforce and MuleSoft to build a new app for fans and event ticketing. The challenge was to connect many systems and create a single database. Salesfive helped set up Salesforce as t...he main CRM and used MuleSoft to link third-party tools. The app lets fans buy tickets, shop, and get personalized offers. At the first event, 94% of buyers got their tickets through the new platform, beating Swiss-Ski's key goal.
Salesforce Nonprofit Success Pack helped Neven Subotic Foundation manage donations and projects in one place. The foundation needed a central system for supporter and donation data. Salesfive impleme...nted Sales Cloud and integrated website payments into Salesforce. Automated donation processing and custom reports improved efficiency. The team can now launch fundraising campaigns directly from their website and handle them quickly in Salesforce.
Marketing and Advertising Case Studies and Success Stories with Salesfive
CASE STUDY Heinrich Marketing
Sales Cloud helped Heinrich Marketing improve agency workflows. The team automated manual work and set up a structured customer database. They integrated Dropbox, Click2Dial, Outlook, and JustOn for ...better organization and billing. The solution gave them a clear overview of sales opportunities and customer status. Heinrich Marketing became more agile and flexible, ready to grow with better customer service and efficient processes.
Information Technology and Services Case Studies and Success Stories with Salesfive
CASE STUDY Open as App
Salesforce by Salesfive helped Open as App replace its old CRM with a flexible, user-friendly system. The new solution improved data quality and made quote creation fast and easy. Automations replace...d manual tasks, and a ticket system increased transparency. Open as App now creates documents quickly, tracks activities easily, and gains better insights into customers. The team praised Salesfive for flawless data migration and strong support.
Sales Cloud and Service Cloud helped compleet replace their old CRM. Salesfive merged and optimized sales and service processes. compleet now has a single database for all customer data. Automation r...eplaced manual data entry. compleet works faster and more efficiently. Customer satisfaction increased with a 360-degree view of all interactions.
Sales Cloud and Pardot helped Ryte replace complex systems and data silos. Salesfive unified Ryte's sales and marketing processes. Employees now work with a single database. Automation improved commu...nication and collaboration. Ryte saw higher productivity and efficiency in their teams. The solution made it easier to focus on customer relationships.
Manufacturing Case Studies and Success Stories with Salesfive
CASE STUDY Proglove
Sales Cloud and Pardot helped Proglove digitize sales and marketing. Proglove wanted to simplify processes and connect marketing and sales. Salesfive set up Salesforce to support fast growth. The new... system automated sales, improved customer insights, and saved time. Proglove can now track KPIs digitally and scale business faster.
Salesforce helped DAIKIN Applied Germany connect sales and service teams on one platform. The company wanted to break down data silos and improve data quality. Salesfive implemented Sales Cloud, Serv...ice Cloud, CPQ, and Field Service Lightning. This unified platform increased efficiency and improved customer satisfaction. DAIKIN now manages all customer data and processes in one system.
Salesforce helped PRG Präzisions Rührer GmbH digitize their sales processes. The company used a cloud-based CRM system to break down data silos. Salesfive supported the restructuring of sales for bet...ter efficiency. Internal and external collaboration improved. The solution was designed by sales, for sales. PRG now manages supply more effectively.
Salesforce Sales Cloud helped Schmiedetechnik Plettenberg digitize their sales process. They unified data from ten departments in one cloud system. This reduced manual work and made communication fas...ter. The new system automated quoting and order processing. Staff can now access information anytime and focus more on customers. The company gained a clear competitive advantage with better transparency and faster response times.
Salesforce helped Truma digitize all sales, marketing, and service processes. Before, Truma used manual and paper-based workflows with limited reporting. The new system created a single platform for ...all departments. Truma now has a scalable IT architecture, digital field service, and a dealer portal. Employees and customers are more satisfied. Truma can now manage data, orders, and communication in one place. The company gained a strong competitive advantage through digital transformation.
Salesforce B2B Commerce Cloud helped C.HAFNER automate precious metal trading. Before, manual steps slowed down orders and data entry. The new platform connects Salesforce, SAP, and a price engine fo...r real-time pricing and order processing. Customers now use a web store to place collection orders and view account info. C.HAFNER improved efficiency, reduced manual work, and increased customer satisfaction with a better user experience.
Salesforce helped Phoenix Contact create a global CRM platform. The company faced complex sales processes and needed a system for global collaboration. Salesfive implemented Salesforce Marketing Clou...d Account Engagement to automate marketing and lead management. The solution replaced manual processes and improved teamwork between marketing and sales. Training and change management supported user adoption across international teams. Phoenix Contact now has a unified system that supports its growth and digital goals.
Automotive Case Studies and Success Stories with Salesfive
CASE STUDY ViveLaCar
Salesforce by Salesfive helped ViveLaCar improve their car subscription business. Salesfive provided an external developer to support the Salesforce team. They optimized existing code and developed n...ew features for sales, finance, and legal. This reduced manual work and improved system performance. The changes made the system easier and faster for users. ViveLaCar saved costs and responded to project needs more quickly.
Salesforce Marketing Cloud helped FLOYT Mobility manage marketing for three brands in one system. Salesfive optimized and connected Marketing Cloud and Sales Cloud for better workflows. The solution ...enabled dynamic mailings in four languages and a structured newsletter process. FLOYT Mobility now personalizes customer messages and works without coding skills. The company gained better organization and transparency across all brands.
Other Industry Case Studies and Success Stories with Salesfive
CASE STUDY Hair & Skin
Sales Cloud helped Hair & Skin manage patients digitally from day one. The system handled appointments and documents before the first office opened. Salesfive integrated Shore, JotForm, and PandaDoc ...for a central database. All treatment data is managed in one place. The company became paperless and scaled as new patients registered. Staff use the Salesforce app on tablets for easy data access.
Salesforce Service Cloud and Pardot helped Terra Canis go digital. The company wanted better customer service, data quality, and a link between marketing and service. Salesfive implemented Service Cl...oud, integrated Magento, and set up automated email campaigns. Terra Canis now tracks all customer data in one place. Service quality improved with a clear customer history. Automated marketing increased customer engagement and supported expansion into new markets.
Salesforce Sales Cloud helped Schöffel digitize its sales process. Schöffel needed a single platform for customer, product, and sales data, with mobile and offline access. Salesfive implemented Sales... Cloud, integrated ERP and PIM systems, and built a B2B order mask. Schöffel now processes sales faster, automates sales tasks, and reduces order errors. The company also improved feedback between sales and product development.
Salesforce Marketing Cloud helped Triumph automate and personalize its marketing. Triumph replaced its old system with Salesforce in just a few weeks. The new platform lets Triumph reach millions of ...customers with tailored messages across email, WhatsApp, SMS, and more. Salesfive supported Triumph in connecting online and in-store data for a single customer view. Triumph now runs campaigns like abandoned cart emails and product recommendations. Analytics and AI features help Triumph improve customer journeys and boost conversions.
Salesforce Pardot training helped Max ASP expand its B2B marketing skills. Salesfive delivered a four-day intensive course combining theory and practice. Max ASP employees learned to use Pardot and n...ow advise clients on marketing automation. The company can now offer better consulting and reach new B2B markets. This training improved Max ASP's expertise and market position.
Salesforce Pardot helped 19grams automate marketing and boost sales. The company wanted to grow B2B customers and promote its Advent calendar. Salesfive set up Pardot, connected website forms, and cr...eated email journeys. Marketing automation reduced manual work and improved customer targeting. 19grams saw better engagement with new and existing customers. The team now uses Pardot for more than just one campaign.
Salesforce by Salesfive helped Forto improve customer and supplier management. Forto needed more transparency, automation, and better forecasting. Salesfive implemented Sales Cloud and Pardot, integr...ated Forto's backend, and built a forecasting tool. Automation saved time and increased productivity. The new system gave Forto better planning and more time for important tasks.
Salesforce Service Cloud and Marketing Cloud helped YT Industries put customers at the center. The company replaced its old service system and unified marketing and service on one platform. Salesfive... integrated Salesforce with YT's ERP and store systems. This broke down data silos and gave all departments access to key information. YT Industries can now run targeted marketing campaigns and respond faster to customer requests. The new system needs no coding for newsletters and makes service easier with a ticket system.
Sales Cloud by Salesforce helped Rinder-Union West eG move from analog to digital. They replaced their legacy system and integrated ERP for smooth data transfer. The new CRM gives a 360-degree view f...or all departments and locations. Customer advisors now have real-time information, which increases customer satisfaction. Collaboration and transparency improved, and the company can now use customer data for cross-selling and reselling.
Salesforce helped Fujifilm's Photo Imaging division connect teams across Europe in one CRM system. Salesfive integrated Salesforce with SAP and set up automations, workflows, and Showpad for sales ma...terials. The new system replaced local spreadsheets and improved opportunity management. Teams now share information easily and automate quote creation. Employees have more data for cross-business and upsales. Fujifilm reports better market monitoring and a unified way of working.
Salesforce helped bestsmile digitize its customer journey from the start. Salesfive implemented Salesforce Sales Cloud and integrated third-party tools like PandaDoc, JotForm, and Shore. The system s...upported bestsmile's rapid growth, scaling from three to over 100 employees. Bestsmile now manages the full customer process, from first contact to service, in one system. The solution ensures 100% data security and easy expansion of services.
