Our Propertybase Services
We guide you on the path to a tailored CRM solution – from initial consultation to ongoing support. With our extensive experience, we provide comprehensive services that are precisely tailored to your requirements and deliver long-term value.
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  • We'd love to listen carefully to learn more about your company. This is critical to a successful implementation of Propertybase. As soon as we have a good understanding, we can support you in implementing your overall strategy. This is how you get a solution that is perfectly tailored to you
  • We accompany you through the process of the successful commissioning of Propertybase. From the basic configuration and security settings to fields and page layouts to reports and dashboards, we design Propertybase for your company.
  • Propertybase can be connected to many other cloud applications through the Salesforce platform. Use our expertise to integrate these applications. A fully integrated suite of cloud-based apps should be used by every business.Let us show you how to get there.
  • It is vital that Propertybase works the way you want it. Adapt Propertybase to your needs with the integrated tools or expand the standard functions with individual programming or use the REST API to connect third-party systems.
  • We adapt the training courses to your individual needs and budget. This ensures that your team is ready to use the great features of Propertybase. The focus is on relieving employees and the associated joy of working with Propertybase
  • We'd love to listen carefully to learn more about your company. This is critical to a successful implementation of Propertybase. As soon as we have a good understanding, we can support you in implementing your overall strategy. This is how you get a solution that is perfectly tailored to you
YOUR SUCCESS IS OUR MOTIVATION
The steps to success
With a focus on transparent communication, clearly defined milestones, and ongoing monitoring, we ensure that your project is completed efficiently, smoothly, and with lasting success.
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Our proven phase model
From initial brainstorming to final implementation- and even beyond.
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Analysis
Content
The focus of the analysis phase is on thoroughly understanding the business requirements and processes. This critical step involves and in-depth examination of the existing systems and workflows to identify and document the needs and expectations of various stakeholders.
Result
A thorough and methodical analysis ensures a successful implementation. It guarantees that the solution meets current requirements while being flexible enough to support future business needs.
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Design
Content
The design phase builds on the insights from the analysis phase and focuses on translating the identified requirements into concrete technical and functional specifications. This phase is essential for developing a robust, scalable, and user-friendly solution
Result
Through a careful and detailed design phase, it is ensured that the CRM system meets current business requirements and is future-proof and extensible. This phase lays the foundation for a successful implementation and long-term project success.
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Implementation
Content
The implementation phase in Salesforce or CRM projects marks the transition from planning to active development and deployment of the solution. In this phase, the requirements and specifications defined in the analysis and design phases are translated into working software.
Result
Through a careful and structured implementation phase, it is ensured that the Salesforce or CRM system meets requirements, is stable and reliable, and can be effectively used by users. This phase is critical for project success and user satisfaction.
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Training and Documentation
Content
Creating training materials and conducting training sessions for end-users is a crucial component for the successful rollout of a system. This ensures that users are familiar with the new system and can use it effectively. Additionally, a comprehensive system documentation is created, detailing all configurations, adjustments, and processes.
Result
Thorough and well-structured training and documentation ensure that users can efficiently and effectively use the new Salesforce or CRM system. This significantly contributes to project success by enhancing user adoption and productivity.
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Deployment
Content
System deployment and subsequent post- deployment support are crucial phases in Salesforce or CRM projects. They ensure that the new system is smoothly launched and operates sustainably.
Result
Thanks to careful planning and close collaboration among all stakeholders, the deployment runs smoothly. Post-deployment support ensures continuous optimization based on user feedback.
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Support
Content
The support phase includes comprehensive services for the optimal management of the CRM system. These services include user support, adjustments to new requirements in business processes, the creation and optimization of reports, dashboards, and analytics, as well as regular updates for Salesforce/Propertybase.
Result
The result is stable system availability without downtime , reduces costs through automation and optimized processes, and increased efficiency. Improved data quality and more accurate decision-making foundations drive sustainable success, while user-friendliness and system adoption are enhnced
Ready for the next step?
We are happy to provide you with more information or arrange a consultation.