Drive Connect integration and process automation
Key Facts
About the customer
flexi is a subsidiary of Sparkasse Bremen and offers its customers a flexible way to become homeowners. flexi combines renting and buying: flexi purchases the property of your customers’ choice, covers all ancillary purchase costs, and customers can move in on a trial basis until they are ready to buy. In addition, flexi enables its customers to purchase shares in the property during the trial period, thereby reducing the rent.
About the project
To optimise internal processes, flexi is working with Aviando to increase automation in Salesforce. In addition to a more efficient sales process, the focus is on simplified document creation via Drive Connect. This reduces manual effort and makes daily work noticeably easier.
Project duration
1,5 years
Industry
Professional Services
Products
Salesforce Sales Cloud, Appiphony Drive Connect
Background information & problem
flexi has already successfully implemented Salesforce and uses it in its day-to-day business. Nevertheless, there is a list of improvement requests that are intended to make the system even more efficient. Therefore, there is a need for extended automation within the sales processes, such as automated email dispatch. Another request from flexi is simple and direct document generation from Salesforce. Adobe, the previous tool for document generation, is to be replaced by Drive Connect.
Approach to solving the problem
The aim of the project is to simplify day-to-day business processes, increase productivity and significantly improve the user experience for flexis employees. The implementation of further automation will reduce routine tasks, allowing resources to be used more efficiently. In addition, the effort required for manual data maintenance will be reduced, while data quality will be improved. By replacing Adobe and introducing Drive Connect, all flexis employees will be able to access automatically created Google Drive folders for customers and properties directly from Salesforce and create documents such as contracts or landlord certificates with a single click. This will save a considerable amount of time and minimise potential errors.
Kundenstimmen
Results of our collaboration
- Simplified sales processes and less manual effort through automated email delivery
- Automated sending of viewing invitations, cancellation notifications and housing certificates in the flexi property allocation process
- Automated sending of a notarised purchase contract and a handover protocol to external service providers during property ownership transfers
- GDPR-compliant storage of personal data
- Notifications and corresponding storage and deletion processes for leads
- All important documents in one place
- Integration of Google Drive to connect all relevant customer and property files in Salesforce in an automatically created folder structure
- Increased efficiency through automated document generation
- Creation of contracts and other flexi-documents with just one click of a button
- Easy creation of document templates for future use cases
- The profitability calculation takes new calculation logic into account and is easy for the user to use
- Calculation of profitability using a calculator component that is accessible at any time, as well as calculation and presentation of unit economics for the property data record, adapted to current logic
Projektteam
Das Projekt wurde umgesetzt von Chris und ??
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Thorsten Winkels
Aviado GmbH uses the platform Calendly for appointment scheduling. By agreeing to an initial consultation, you accept the platform’s terms and conditions. Information on data processing can be found in Calendly’s privacy policy.