Products & Services // Salesforce
Salesforce Implementation and Consulting
Clouds from the World’s #1 in CRM
Salesforce for small and mid-sized companies: With your InfoTip solution, you can achieve real-time transparency and a 360° customer view – with every contact, on every channel. Enough with data silos, system interruptions, and time-consuming routine tasks: Salesforce automates processes consistently and gives you central access to your data. For clear decisions, efficient workflows, and enthusiastic customers.
How Sales and Service Activities Lose Their Effectiveness
No Central Overview of Customers
Sales information, service questions, orders – information on interactions is split up between emails, Excel, and other silos. The context, history, and bases for making decisions are lacking. Customer communication is inconsistent and susceptible to errors.
No Plannable Sales Control
Sales works reactively instead of strategically. Leads peter out, follow-ups are forgotten, forecasts are based on gut instinct instead of figures. This makes strategic growth very difficult.
Too Much Time and Effort in Customer Service
When service cases are processed by email, phone, and manual ticketing, it is almost unavoidable that questions go unanswered and responses to inquiries take a long time to get sent. The team gets behind instead of being proactive in giving customers the best service. This eats up valuable time – and hurts the company’s reputation.
Lack of Automation and Processes
Every question, every offer, and every response is processed manually? This makes it nearly impossible to scale operations. And when you increase your workforce, new employees take forever to get familiar with the established structures.
No Uniform Customer Experience
If sales, service, and support don’t act in agreement, customers get confusing messages and experience inefficient processes. This seems unprofessional and deters customers.
How to Turn Sales and Service into Highly Efficient Machines
Modernize your sales and service processes with the right Salesforce clouds. The goal: a central system that gives you a 360° view of customer relationships, assists your teams, and unlocks company growth. Together with you, we design your Salesforce solution down to the last detail. We implement it quickly and smoothly,
including the onboarding of your team. As an expert for SMEs, we have a thorough understanding of the process and extensive technical competencies to implement all of your wants in an individual, scalable, and sustainable solution.
360° Customer View for Better Decisions
From the first contact and purchase to service questions – all customer interactions are documented and evaluated in one place in Salesforce. This creates more transparency, reduces duplication of work, and allows for sound decisions to be made in service, sales, and operations.
Automated Processes That Grow With You
Whether follow-ups, escalations, customer information, or reporting – Salesforce automates time-intensive routines, which reduces manual errors. The team works more efficiently without constantly needing new tools or additional resources. At the same time, our solutions are infinitely expandable and scalable.
Salesforce Excellence – The Basis for Perfect Sales and Service
InfoTip is a multi-award-winning Salesforce parter with high expertise and extensive practical experience. Salesforce awarded us among others as a top partner for new customer projects in Germany (“Top Partner New Projects DE 2024”)
and for exceptionally successful collaboration with mid-sized enterprises (“Top ACV Closed 2025” in the ESMB segment).
See What Customers Say About Salesforce from InfoTip
Timo Kandler
CEO of SAM GmbH
“The complete implementation by Salesforce partner InfoTip has made our company future-proof, greatly simplified our entire process, and made it significantly more effective for everyone involved.”
Salesforce Sales Cloud
Sales in Top Shape with the World’s Leading CRM
Sales Cloud from Salesforce – the #1 CRM worldwide – bundles all sales activities into one system. Your teams will work with central real-time data, pursue sales opportunities more systematically, and communicate more efficiently. This increases the closing rate, improves forecasts, and creates more transparency in sales. Ideal for growing companies that want to make their sales professional
Automation saves time – routine tasks like data maintenance run in the background
AI suggests the next steps – for better decisions and more sales closes
Mobile and live during use – access to all sales data, at any time, from anywhere
Salesforce Service Cloud
Customer Service in Its Best Shape with Service Cloud
Service Cloud empowers companies to create a uniform, efficient service experience – across all channels and using real-time data. Support requests, SLAs, and customer communication flow together in a single location and are processed automatically. The result: less manpower, faster responses, and happier customers. The perfect, scalable solution for service-oriented companies wanting to grow.
All requests in one place – centrally recorded and automatically forwarded
Tickets perfectly prioritized – less chaos, more oversight, clear responsibilities
360° customer view – all information at any time in real time: no further questions, no researching
Perfectly Integrated in ERP Systems and More
Easy to integrate and sustainable: Salesforce Clouds can be seamlessly incorporated into your existing internal and external application landscape, into InfoTip RTS and RMS, and into future technologies.
Turning Sales and Service into High-Performance Machines in 6 Steps
We adapt your Salesforce solution to your individual requirements in a tried and tested implementation process. You will benefit from our experience in identifying, understanding, and solving your specific need for improvement.
01
Define the Process
In a joint workshop, we explain what, when, how, and where things need to happen, what the special cases are, and which systems need to be integrated.
02
Set Up the System
After all relevant processes have been clarified, we set up the system and all necessary additional functions to meet the defined need.
03
Implement the Processes
Next, all sales and/or service processes defined in the first step are mapped and implemented in the system. This also includes the import of comprehensive master data.
04
Implement the Design
On request, the complete appearance of the front and back end can be set up to match your design. This ensures a uniform brand experience at all touch points.
05
Configure the Interfaces
Now, the necessary external systems of your partners will be connected through a number of intelligent interfaces.
06
Use the Solution
After an intensive test phase, the system goes live and can be used by your teams and end customers.
Why Salesforce with InfoTip?
Whether small companies or global players: InfoTip delivers practical solutions tailored to your needs. For example, our RTS (Repair Tracking Service) is available as a managed package – individually configured to your repair and returns management. In addition to our own applications, we implement highly individualized Salesforce Cloud solutions: precisely adapted to your processes and sustainably designed for your strategic goals. Our proprietary products, our expertise as a certified Salesforce Consulting Partner, and our extensive knowledge of sales and service processes in the CE industry: This is the basis of exceptional customer focus. At InfoTip, what matters to us is not the sale of certain products – instead, we want the best outcome for your company.
We help you digitalize your sales and service processes – making them more efficient, transparent, and customer friendly.
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