Efficiency booster at Speed U Up
Key Facts
About the customer
Speed U Up GmbH is a specialised online agency that combines its passion for Alpine tourism with in-depth expertise in digital marketing. With offices
in Austria, Germany and Switzerland, it serves customers throughout the Alpine region and focuses on transparent, collaborative partnerships. Its goal is to help tourism companies achieve excellence in the digital space through tailor-made strategies and innovative solutions.
By upgrading to Salesforce Enterprise Edition, Speed U Up gained a unified sales platform that standardises and automates processes. The integration of ShareConnect and awork has made document creation and project management significantly more efficient, while dashboards and workflows ensure greater transparency and collaboration.
Project duration
5,5 months
Industry
Professional Services
Products
Salesforce Sales Cloud, ShareConnect – Integration zum Microsoft SharePoint, awork Integration
Background information & problem definition
Until recently, Speed U Up had been using the Professional Edition of Salesforce, but only in a rudimentary way and without external consulting. The benefits of the system remained limited because there was no clear target vision. Sales also operated largely independently, which affected efficiency and consistency in sales.
To overcome these challenges, Speed U Up upgraded to the Enterprise Edition of Salesforce. This upgrade laid the foundation for a unified and optimised sales strategy that integrated all relevant business processes. With its advanced features, the Enterprise Edition enabled Speed U Up to coordinate sales processes more effectively and develop a clear roadmap for the future use of the system.
Goal definition
The aim of the project was to optimally adapt the Salesforce platform to the needs of different user groups and companies without straying too far from the standard. The focus was on improving sales processes through targeted optimisations. An essential part of this strategy was the automation of the folder structure and document generation using ShareConnect, which led to a significant increase in efficiency.
In addition, the project management tool awork was integrated to ensure seamless workflows between Salesforce and awork and reduce manual effort. As part of this, a live price calculator was created, enabling the mapping of bundle products.
The use of state-of-the-art technologies resulted in a significant increase in productivity and a sustainable improvement in operational processes. Each step of the project was carefully planned to ensure that the defined business objectives were effectively achieved. The implementation was carried out in close cooperation with Speed U Up, ensuring smooth system integration and data security.
Customer testimonials
How we proceeded in the project
- Analysis of the existing Salesforce environment
- Recording of previous usage and identification of
optimisation potential - Workshops with stakeholders to gather requirements
- Recording of previous usage and identification of
- Definition of a clear target vision
- Development of a Salesforce roadmap with concrete milestones
- Alignment of requirements with business processes
- Optimisation of sales processes
- Standardisation of opportunity and lead management
- Introduction of automated workflows to increase efficiency
- Integration of ShareConnect and awork
- Automatic creation of project folders and documents in
ShareConnect - Synchronisation with awork for smooth project management
- Automatic creation of project folders and documents in
- Go-live & continuous optimisation
- Successful implementation of the new Salesforce solution
How we were able to assist Speed U Up
- Increased efficiency through automation
- ShareConnect reduces manual effort, speeds up
document generation and automatically creates the appropriate
folder structure - Users receive a ready-made folder structure across all projects,
which speeds up navigation - The price calculator saves time when entering opportunity products, as
multiple (bundle) products can be entered simultaneously and calculated live - Automated processes save time and reduce sources of error
- ShareConnect reduces manual effort, speeds up
- Better collaboration and transparency
- Uniform workflows in Salesforce improve internal communication
- Dashboards and reports provide clear insights into sales opportunities
- Optimised project management
- Integration with awork ensures seamless workflows and a better
project overview, minimising manual effort - Synchronisation with Salesforce for consistent data and processes
- Integration with awork ensures seamless workflows and a better
- Future-proof platform
- Scalable Salesforce architecture enables flexible growth
- Adaptability to changing business requirements
Projektteam
Das Projekt wurde umgesetzt von Chris und ??
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Your contact
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.