Automate and optimize your business processes for growth. Harness the power of Salesforce to take your business services company to the next level.
Excel Lists
“Customer data was stored in various Excel files, so I had no clear overview of campaign opportunities,” Liesbeth explains. “I couldn’t track the customer journeys of our potential clients or identify sales opportunities with existing relationships. That’s when I started searching for a comprehensive CRM solution. Salesforce immediately stood out due to its powerful data and AI capabilities. This system helps us perform in-depth analyses and ensures accurate, reliable data. We can measure conversions and monitor KPIs. Moreover, Salesforce is scalable, making it the backbone of our organization.”
A Perfect Match
On Salesforce’s recommendation, Liesbeth reached out to CBEE Remarkable. “CBEE Remarkable facilitated the transition and ensured we could maximize the system’s potential,” Liesbeth shares. “When I first met the CBEE consultant, I was struck by how much experience they have in the healthcare sector. That inspired a lot of confidence. They understand the landscape where we aim to grow, making it a perfect match.”
“Sales Now Better Identifies Opportunities”
Following a smooth implementation, everyone at TopzorgGroep now uses Salesforce. “It’s a breath of fresh air,” says Liesbeth. “We have much greater insight into our customer base. My sales colleagues can now clearly identify where opportunities lie. With Salesforce, we can track the activities of our relationships in detail. Additionally, we measure critical KPIs, such as revenue figures, much more effectively. Because the data is managed centrally, it provides valuable insights and structure across the entire organization.”
Targeted Marketing Campaigns
“With our marketing strategy, we now approach relationships in a much more targeted way. We’ve launched campaigns centered around TopzorgGroep’s themes and solutions. By tailoring information more closely to the customer journey and their needs, these campaigns are far more effective. Furthermore, Salesforce has revealed where data gaps exist. We’re currently working to fill these gaps so the system can perform even better.”
Ready for Strategic Growth with Salesforce
“Soon, we’ll expand Salesforce with a quote tool for various services. Additionally, we’ll register all our locations in Salesforce, enabling departments like finance and HR to integrate as well. Looking back, the communication and guidance from CBEE were truly excellent. The weekly stand-ups were helpful, the team was always accessible, and they continuously provided solutions. In fact, they still do.”
Do you want to optimize your business processes and unify them with the power of Salesforce?