Salesforce is the world leader in customer relationship management (CRM) technologies, designed to help companies manage and improve interactions with their customers. The platform offered is a flexible solution that adapts to the growth of the company and its sector.
Salesforce is the world leader in customer relationship management (CRM) technologies, designed to help companies manage and improve interactions with their customers. The platform offered is a flexible solution that adapts to the growth of the company and its sector.
At Easi, we often use the metaphor of the famous Lego bricks to illustrate this adaptability. You start your construction with the basics, then you evolve by customizing and integrating new bricks as you grow. Just as Lego allows infinite creativity in construction, Salesforce offers unparalleled flexibility to adapt its solutions to your specific needs. Supported by a strategic partner and extensive resources, Salesforce allows you to build a powerful and coherent platform that evolves with your company. Easi therefore adopts a collaborative approach to building projects with its clients, based on their specific needs. And the best part is that adding new features is done without resorting to writing code, thus avoiding custom development that is difficult to maintain in the long run.
“Salesforce and Easi continue to innovate and provide robust and customizable solutions to meet the varied needs of companies. Their collaborative approach and focus on automation and modernization of operations allow companies to gain efficiency and reduce costs, while offering a 360° view of their customers and projects” - Tom Bragard, sales engineer Salesforce at Easi
A 360° customer approach by Easi
At Easi, we are also convinced by the 360° customer view offered by Salesforce. By bringing togetjer all interactions and customer data on a single platform, Salesforce provides a global understanding of each of them. This centralized vision, combined with the growing capabilities of artificial intelligence (AI), offers a powerful tool to improve team responsiveness, personalization, and performance. The integrated AI in Salesforce allows us to fully leverage this data to generate smart recommendations, anticipate needs, and automate certain decision-making processes. Together, the 360° view and artificial intelligence transform the way companies interact with their customers. In this context, Easi supports you to fully benefit from these technologies and make them a driver of growth, efficiency, and loyalty.
This 360° approach therefore seems essential for consulting and service companies. Combined with Salesforce, this approach and this tool are ideal for these companies, allowing complete tracking of commercial and marketing needs, as well as workflow automation. Project managers can track budget progress, consultants can record their time directly in Salesforce, and service billing will be automated. The entire process, from marketing to sales and after-sales service, is centralized in Salesforce, minimizing double data entry.
Vertical ICT: asset and license management
For it companies like Easi, Salesforce offers additional features, such as asset and license management. When an offer is concluded, Salesforce automatically creates an order and manages the assets in an automated manner, whether it is software or hardware. Billing is also automated and can be linked to an accounting and financial ERP like Adfinity. Project and budget tracking, customer support, and after-sales service are all integrated, offering end-to-end support for critical business functions.
Salesforce also offers a portal for customers, allowing them to consult their data, orders, and active projects, and manage their requests directly on the platform. Planning technician interventions, managing tickets, and complaints are also possible with this tool, offering companies a complete solution, tailored to every situation.
