Salesforce customising at Flexi. Automated, integrated, practical.
flexi wanted to further improve existing Salesforce processes in daily business, reduce manual effort and generate documents directly from the CRM. Aviando implemented automations, replaced Adobe and integrated Drive Connect.
flexi already uses Salesforce in daily business. The next step was to evolve the system deliberately.
The focus: additional automation in the sales processes, automated email dispatch and direct document generation out of Salesforce. At the same time, Adobe was to be replaced by Drive Connect.
Project duration
1.5 years
Industry
Professional services
Products
Salesforce Sales Cloud, Appiphony Drive Connect
flexi – a flexible path to home ownership
flexi is a subsidiary of Sparkasse Bremen and offers its customers a flexible path to home ownership.
flexi combines renting and buying: flexi purchases its customers’ desired property, covers all purchase-related costs, and customers can move in on a trial basis until they are ready to buy. During the trial period they can already acquire shares in the property and thereby reduce their rent.
The problem: improvement wishes in the existing Salesforce setup
flexi has already implemented Salesforce successfully and uses it in daily business. Still, there was a list of improvement wishes to make the system even more efficient.
This meant extended automation within the sales processes, such as automated email dispatch, plus simple, direct document generation out of Salesforce. Adobe, the previous document tool, was to be replaced by Drive Connect.
More sales automation
Existing day-to-day processes were to be simplified further and automated more strongly.
Manual document creation
Documents should be created more simply and directly out of Salesforce.
Tool switch for documents
Adobe was to be replaced as the document tool by Drive Connect.
What we addressed together
The project’s goal: simplify day-to-day processes, raise productivity and significantly improve the user experience for flexi’s employees.
Additional automation reduces routine work so resources can be used more efficiently. Manual data maintenance shrinks while data quality increases.
Automating routine tasks
Further Salesforce automations reduce manual effort and ease daily work.
Drive Connect integration
With Drive Connect, flexi employees access automatically created Google Drive folders for customers and properties directly from Salesforce.
Documents created in the process
Documents such as contracts or landlord confirmations are generated with one click - saving time and minimising errors.
Our approach: simplify processes, raise productivity, improve UX
The implementation aimed to make daily work noticeably easier for flexi.
By replacing Adobe and introducing Drive Connect, all flexi employees can access automatically created Google Drive folders directly from Salesforce and create documents such as contracts or landlord confirmations with one click - a substantial time saving that also minimises errors.
- 01
Implementing further automations within the sales processes
- 02
Reducing routine work for more efficient use of resources
- 03
Lowering manual data-maintenance effort while raising data quality
- 04
Replacing Adobe as the previous document generation tool
- 05
Introducing Drive Connect to use automatically created Google Drive folders directly from Salesforce
- 06
Creating contracts and landlord confirmations with one click right in the CRM
What the project changed
The automations and the Drive Connect integration simplified day-to-day workflows, reduced manual effort and made document work possible directly in Salesforce.
The results show in more efficient sales processes and a structured, traceable document and data basis.
Simplified sales processes
Less manual effort through automated dispatch of viewing invitations, rejection notices and landlord confirmations in flexi’s property allocation process.
GDPR-compliant data retention
Notifications plus matching storage and deletion processes for leads.
All key documents in one place
Google Drive integration connects all relevant customer and property files in Salesforce in an automatically created folder structure.
Automated document generation
Contracts and other flexi documents at the click of a button - with easy template creation for future use cases.
Profitability calculation
Profitability calculated via an always-available calculator component, with unit economics computed and displayed on the property record using current logic.
Content that fits this story
Salesforce Sales Cloud
How Salesforce is built and evolved as the central sales system.
View Sales CloudIntegration
When documents, data and processes live in different tools, clean integration is the decisive step.
View integrationProfessional services
How Aviando supports companies with consulting-style processes in digitalisation and automation.
View industrySounds like a project you want to tackle too?
Thorsten Winkels, co-founder and managing director of Aviando, looks at your Salesforce processes, open requirements and realistic next steps with you. Together you clarify where automation and integration can show quick impact in daily business.
