Your Salesforce Consultancy | kkvision

Unlock the full potential of Salesforce and optimize your processes that drive the growth of your company.

As experts, we provide you with tailored Salesforce consultancy that aligns with your individual business objectives.

  • Comprehensive expertise and experience
  • Analysis and optimization of business processes
  • Custom configuration and customization.

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With Salesforce to digital ascent

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Salesforce has established itself as an industry leader in CRM, providing a comprehensive suite of tools for various business domains.

For instance, Salesforce Sales Cloud is an effective Customer Relationship Management (CRM) product for managing long-term relationships with customers, colleagues, partners, and experts.

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The Marketing Cloud automates repetitive tasks, enabling personalized interactions and the delivery of targeted messages. Using Salesforce, you can digitally transform your processes for marketing, sales, and service, thereby increasing the productivity of your employees. As a powerful platform and a market leader in Customer Relationship Management (CRM), it supports both established and emerging businesses in achieving their ambitious goals.

As effective as Salesforce is, the effective implementation of CRM in a company can be complex and challenging. Competent Salesforce consulting plays a crucial role in determining whether your CRM will meaningfully support your business or become an expensive flop

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What does Salesforce consulting mean?

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The path to efficient use of Salesforce is filled with challenges. To use it effectively, the system must be tailored to your business. This is where the crucial role of Salesforce consulting comes into play.

As an agency that has successfully completed numerous Salesforce projects with clients, we understand the dynamics of this platform, how to harness its full potential, and how to overcome its strategic, personnel, and, not least, technical challenges.

As your reliable Salesforce partner, we stand by your side with comprehensive expertise. We leverage the potentials of the Salesforce platform to develop customized solutions that optimize your processes and support your business goals.

Our consulting services address various key areas to ensure that your Salesforce not only operates smoothly but also enhances long-term return on investment. We place particular emphasis on the specific requirements of the industry as well as the individual needs of each company.

The core topics of our services include:

 

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This is how we proceed:

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  • 1. Analysis of requirements
  • 2. Collaborative definition of priority
  • 3. Strategy development
  • 4. Implementation
  • 5. Project support
  • 6. Sustainable goal achievement

1. Analysis of requirements

We initiate our consulting process with a thorough analysis of your requirements. By gaining deep insights into your company structures and business objectives, we identify potential challenges and opportunities. This careful requirement analysis forms the foundation for developing customized solutions. 

2. Collaborative definition of priority

Dialogue with our clients is essential to us. Together with you, we establish priorities and clarify which aspects of your business operations require special attention. This close collaboration enables us to address your specific needs and develop targeted solutions.

3. Strategy Development

Based on the identified requirements and priorities, we collaborate with you to develop a comprehensive strategy. This includes not only the short-term development of CRM solutions but also considering the long-term perspective to sustainably secure your business success.

4. Implementation

The developed strategy is carefully and efficiently implemented. Our experts guide you through the entire implementation process and ensure that all solutions are seamlessly integrated into your existing structures. This ensures a smooth introduction and ongoing development of your business processes.

5. Project support

We not only assist you in planning and implementation but also provide ongoing support for ongoing CRM projects. Our consultant team offers expertise to help you identify obstacles early or develop effective solutions for existing challenges. 

6. Sustainable goal achievement

Our aim is not only to solve short-term issues but to secure your long-term success with your CRM. Through continuous evaluation and process consultancy, we remain flexible and adapt solutions to meet the evolving requirements of your business.

Is Salesforce consulting beneficial?

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Salesforce consulting can be crucial as it helps companies unlock the full potential of their CRM system. Consultants play a central role in effectively implementing and customizing Salesforce solutions by bringing their technical expertise and specialized knowledge of Salesforce products to the table. Especially within an agency, there is a wealth of knowledge and experience in Salesforce consulting and change management.

The introduction of a CRM platform often entails changes in processes and workflows. Here, the assistance of experienced consultants offers a significant advantage. Salesforce consulting facilitates smooth integration of cloud solutions and optimizes the use of the Salesforce platform to ensure the deployment of the right Salesforce solution for the company's individual requirements. Our extensive experience in providing Salesforce consulting helps realize efficiency gains, maximize return on investment, and overcome any challenges in the transformation process. Our Salesforce consulting ensures that the CRM system is optimally tailored to the specific needs and goals of the client.

Let's unlock the potential of your business processes together

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Our comprehensive consulting services and expertise provide the foundation for efficient solutions that enable long-term success and growth.

Success stories from previous projects

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At kkvision, we are absolute specialists in the fields of Customer Relationship Management and Marketing Automation. We dynamically adapt to individual business requirements and swiftly and efficiently put them into practice.

To give you a better sense of our service, we would like to present three sample projects from our daily work routine.

Our approach to Salesforce consulting

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Our Salesforce consulting is designed to support businesses of all sizes in maximizing the full potential of the Salesforce platform. Whether large corporations or small enterprises, our consulting focuses on tailoring Salesforce to fit individual business processes. The transformation aims to deliver sustainable improvements to processes for marketing, sales, and customer relations. We prioritize the independence of our clients, ensuring they can autonomously utilize the software thereafter.

Our Salesforce consultants bring their specialized knowledge to the project

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Clear strategy

A successful project implementation always starts with careful conception. When the fundamentals are set right from the beginning, it lays the groundwork for the successful completion of your endeavor. It's crucial to precisely define the specific requirements and goals of the CRM software and develop a clear strategy. The conception thus forms the solid foundation upon which the entire CRM solution is built.

Your project is in the best hands

As a Salesforce partner for your project, we commit to ensuring the entire implementation is carried out at the highest level. Our team consists of experienced experts who not only possess comprehensive knowledge in the Salesforce domain but also boast a track record of numerous successful projects. Their expertise spans across all facets of the Salesforce platform, enabling them to develop tailored solutions that precisely align with the unique needs of your project.

Comprehensive mapping of GDPR-compliant systems.

We're not just theoretically familiar with marketing automation; we can also implement it in real-world practice. In doing so, we place utmost importance on GDPR-compliant systems and the best possible protection of your data.

What our customers say about us

A list of customer references

Do you want to fully leverage the potential of your Salesforce CRM platform?

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Our dedicated team of consultants with their full expertise is at your service. Schedule a meeting with us today to unleash your digital transformation with a free initial consultation or account analysis.

Our Salesforce experts

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Katharina Krug

CEO & Founder

Katharina is largely responsible for the fact that kkvision can write so many success stories with its customers. Because without Katharina as Founder and Managing Director, kkvision would not exist at all. After studying Media Informatics, she started out as an entrepreneur in the field of CRM and Marketing Automation.

Katharina not only keeps an eye on the big picture, but also on each individual project and the needs of each customer and employee. As a supervisor, she supports new project managers with her experience and provides important creative food-for-thought when problems arise.

Outside of work, Katharina appreciates good food and creativity. She has already recreated one Picasso piece or the other, with Lego. She also always looks forward to loud engine noise and squeaking rubber when Formula 1 does its laps on race weekends.

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Luca Körner

CTO & Managing Director

Luca is the Chief Technical Officer and Managing Director at kkvision. So, it's no surprise that he chose to pursue a career in the technical field right from the start. Before studying IT, Luca had already exerted the Event Technician trade, with a focus on audio and frequency technology. After graduating, he devoted himself primarily to IT security.

Luca is a thinker and leader. As a Project Manager, he gives each project the structure and dynamic it needs to achieve the best possible result in the most effective way. His cross-industry project experience, but above all in the area of software solutions and CRM, gives him the sovereignty that is important in large projects.

Luca is also a pack of energy in his free time. Sailing or climbing is the best way for him to relax, after a hard day's work. He is also considered a friend of cultivated music.

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Daniel Szaloczi

Administrator & Developer

Daniel is one of our hard-working IT administrators and developers. Here he takes care of the implementation of automation processes or individual web solutions. He is considered an expert especially for the CRM systems Salesforce, Hubspot and Marketo.

Daniel is a teacher and found his way to kkvision through his passion for IT as a career changer. He has used a lot of free time, effort and sweat to acquire expertise in the field of Web Development and Marketing Automation. Numerous certificates underpin his knowledge. And yet Daniel has never neglected his warm-hearted nature and his pedagogical approaches, which makes him the perfect choice as a Workshop Leader in our kkvision workshops.

Daniel is the happy father of two daughters, which he also undeniably describes as his greatest hobby. And if things get too colorful for him at home, he jumps on his bike and enjoys nature.

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Kezia Adesanya

Administrator & Developer

As an IT administrator and developer, Kezia ensures the smooth implementation of customer requirements in various projects. Her specialty includes Marketing Automation and Web Development. But also the modeling of databases for the optimal use of CRM and CMS software, as well as system administration, are part of it.

Kezia was able to acquire expertise in the field of software development as well as in the field of Project Management in the Bachelor's degree program in Industrial Engineering and Management, and has already brought this knowledge to bear in many projects. As a true "techie" you can feel her passion for her work. In a good mood and always motivated, Kezia is always available to customers and her team.

In her free time, Kezia likes to hit the dance floor. Either classic with salsa, or a little wilder with raves. Besides music, Kezia also enjoys other forms of art, most notably colorful anime.

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Katharina Krug

CEO & Founder

Katharina is largely responsible for the fact that kkvision can write so many success stories with its customers. Because without Katharina as Founder and Managing Director, kkvision would not exist at all. After studying Media Informatics, she started out as an entrepreneur in the field of CRM and Marketing Automation.

Katharina not only keeps an eye on the big picture, but also on each individual project and the needs of each customer and employee. As a supervisor, she supports new project managers with her experience and provides important creative food-for-thought when problems arise.

Outside of work, Katharina appreciates good food and creativity. She has already recreated one Picasso piece or the other, with Lego. She also always looks forward to loud engine noise and squeaking rubber when Formula 1 does its laps on race weekends.

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Luca Körner

CTO & Managing Director

Luca is the Chief Technical Officer and Managing Director at kkvision. So, it's no surprise that he chose to pursue a career in the technical field right from the start. Before studying IT, Luca had already exerted the Event Technician trade, with a focus on audio and frequency technology. After graduating, he devoted himself primarily to IT security.

Luca is a thinker and leader. As a Project Manager, he gives each project the structure and dynamic it needs to achieve the best possible result in the most effective way. His cross-industry project experience, but above all in the area of software solutions and CRM, gives him the sovereignty that is important in large projects.

Luca is also a pack of energy in his free time. Sailing or climbing is the best way for him to relax, after a hard day's work. He is also considered a friend of cultivated music.

X

Daniel Szaloczi

Administrator & Developer

Daniel is one of our hard-working IT administrators and developers. Here he takes care of the implementation of automation processes or individual web solutions. He is considered an expert especially for the CRM systems Salesforce, Hubspot and Marketo.

Daniel is a teacher and found his way to kkvision through his passion for IT as a career changer. He has used a lot of free time, effort and sweat to acquire expertise in the field of Web Development and Marketing Automation. Numerous certificates underpin his knowledge. And yet Daniel has never neglected his warm-hearted nature and his pedagogical approaches, which makes him the perfect choice as a Workshop Leader in our kkvision workshops.

Daniel is the happy father of two daughters, which he also undeniably describes as his greatest hobby. And if things get too colorful for him at home, he jumps on his bike and enjoys nature.

X

Kezia Adesanya

Administrator & Developer

As an IT administrator and developer, Kezia ensures the smooth implementation of customer requirements in various projects. Her specialty includes Marketing Automation and Web Development. But also the modeling of databases for the optimal use of CRM and CMS software, as well as system administration, are part of it.

Kezia was able to acquire expertise in the field of software development as well as in the field of Project Management in the Bachelor's degree program in Industrial Engineering and Management, and has already brought this knowledge to bear in many projects. As a true "techie" you can feel her passion for her work. In a good mood and always motivated, Kezia is always available to customers and her team.

In her free time, Kezia likes to hit the dance floor. Either classic with salsa, or a little wilder with raves. Besides music, Kezia also enjoys other forms of art, most notably colorful anime.

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Do you want your Salesforce in expert hands?

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Then schedule a free and non-binding initial consultation now!

Frequently Asked Questions

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What are the costs of integration?

The costs depend on the scope and complexity of the project. Therefore, it's not possible to provide a flat rate. Additionally, each Salesforce agency has its own pricing rates. However, in general, it's typically much more time- and cost-efficient to hire a Salesforce agency rather than conducting the implementation yourself. Consider that Salesforce projects are time- and labor-intensive. Furthermore, qualified IT and marketing personnel are required, which is very difficult to find on the job market during times of skill shortages.

How can business processes be digitized?

This depends on the individual processes within the company. Nowadays, numerous business processes such as marketing, lead generation, and contract management can be fully digitized. Also, remote and flexible working is now widely achievable.

How does the integration process work?

Our consultants work closely with your company from the outset, gaining a comprehensive understanding of your business processes and requirements. This understanding is then conveyed to our architects, who promptly commence with the technical implementation. Throughout the entire process, we maintain close communication with you to ensure the best possible integration

What does the roadmap look like?

This is divided into three phases.

  1. Audit: We gain a comprehensive understanding of your specific business situation and learn about your requirements and processes.

  2. Implementation: Our architects design and develop your new Salesforce system, taking into account and aligning with your company-specific processes and requirements.

  3. Ongoing Support: Salesforce systems continually evolve and require ongoing adjustments. Changes in business processes, economic environments, and legal aspects need to be implemented promptly. Therefore, we provide continuous support to our customers

Which Salesforce modules are needed?

Salesforce offers a variety of modules, each tailored to different use cases. Not every module is suitable for every company; rather, it depends on the individual business requirements. As a Salesforce agency, we are happy to provide comprehensive advice on the different modules and work together to determine which ones are relevant for you.

 

Contact us

Please fill out the form to contact us. We look forward to hearing from you!