TWOxTEN centralizes lead and project management in Salesforce
Success Story
The project
The nonprofit organization TWOxTEN was founded in March 2020 under the name NOVID20 and develops technical solutions to interrupt the chains of COVID-19 infection.
With Salesforce as its CRM system, it can now work in a structured and collaborative manner. As part of our partnership with Pledge 1% and Salesforce.org, we naturally support TWOxTEN with our consulting and implementation services free of charge.
In 2023, the organization dropped its name NOVID20 and has since been operating as TWOxTEN.
Technology
This technology was used
Systems are only as good as the technology behind them. That’s why we rely on modern solutions from the Salesforce ecosystem for our customers’ digitization projects. The following technology, among others, was used at TWOxTEN.
“Thanks to Salesfive, we now have the perfect overview of all important contacts, tasks and processes. We have more time for our mission, can drive it forward and help reduce the spread of Covid-19.”
Solution
The project success in detail
Salesforce Sales Cloud as the basis for customer and project management in over 40 countries. Excellent traceability of all activities between partners, supporters and even other market participants.
Requirements
– Short implementation time
– Global data structure
– Integration of complex master data
Customer benefits
– Increasing the productivity of employees
– 360-degree view of all customer, partner and project data
Solution
– Implementation of Sales Cloud as part of the Nonprofit Success Pack
– Efficient management of leads, contacts, opportunities and accounts
– Email integration to collaborate on projects from anywhere
– Overarching account structure developed to manage multiple contacts and projects
Advantages for TWOxTEN
– Intuitive lead management: every person who wants to contact TWOxTEN is automatically stored in the system
– Send emails from Salesforce and automatically store them in the system according to context
– Automated project flow enables consistent
– Documentation of all measures
– Fast and efficient task management
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