Margency, to the home page

Salesforce & CRM setup

Keep track of your customers, from the first call to the order

Salesforce is a program in which your whole team manages all your customers. Contacts, enquiries and quotes are kept in one place instead of in emails and Excel lists.

Example of customer management with four cards: reports, customer record, deals and today's tasks.
ReportsSales per month
18.400 €May
21.900 €Jun
19.300 €Jul
24.800 €Aug
27.600 €Sep
31.200 €Oct
October: 13% more than in September
Customer recordCustomer since 2021
AVSchreinerei Vogt GmbHContact: Anna Vogt
Last contactyesterday, phone call
Open quoteKitchen fitting, €8,400
Next stepCall back Thursday, 10:00
DealsOctober
New4
Bäckerei Hahn1.900 €
Kanzlei Roth2.600 €
+2 more
In talks3
Hotel Seeblick5.200 €
+2 more
Quote32
Autohaus Keller12.500 €
+1 more
Won45
Café Sonne2.100 €
Praxis Dr. Lang3.200 €
+3 more
To do todayThursday
  • Follow up on the quote to Autohaus Keller9:00
  • Call back Ms Vogt10:00
  • Confirm appointment with Praxis Dr. Lang14:30
0 of 3 done1 of 3 done
Example

An everyday example

Before

Contacts in Excel, quotes in emails, and nobody knows who called last.

After

Everyone can see where each customer stands, and open tasks remind you on their own.

How we work

  1. Understand

    We look at how your sales work today and where contacts get lost.

  2. Build

    As an official Salesforce partner, we set up the program, move over your existing data and test everything with your team.

  3. Support

    We train your team and adjust the program whenever something changes on your side.

What's included

  • Setting up Salesforce to fit the way you work
  • Connecting it to your other software, for example your stock and order management (ERP) or your newsletter
  • Training and support for your team
  • Regular improvements and easy-to-read reports

What happens next?

In a first conversation, we work out together what you need.