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News & Views

Welcome to our constantly changing world of CRM, salesforce.com and technology news, updates, feedback, reviews & opinions.
As the first certified salesforce.com partner in Europe, we have seen and experienced a lot in our last 15 years.
Stay tuned and join us on this endlessly interesting journey.

From Managing Donations to Managing Stakeholders

From Managing Donations to Managing Stakeholders
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Author: David Derrier, Regional Manager, Nexell GmbH Some pessimistic studies say that small nonprofits will all disappear in the next 10 years, as they will no longer be able to face competition from international organizations. But is it only a matter of size? Is the NGO world at the beginning of a revolution? Context The number of non-profit organizations worldwide is estimated to be around 10 million, and we can say that most of them can be reached via their websites. This means that, as an NPO, for every dollar you try to collect, you are now facing a global competition where donors have to choose between many players within a saturated “market”.   Consequently, donors have to choose between local organizations and global organizations. Although causes can be very different from one organization to another (religious, education, water supply, etc.) it is very hard to say which one is...
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GDPR / DSGVO / RGPD - Irrespective of language preference, are you prepared?

GDPR / DSGVO / RGPD - Irrespective of language preference, are you prepared?
The GDPR (General Data Protection Regulation) takes effect on May 25, 2018. It is a new comprehensive data protection law in the EU which replaces the patchwork of national data protection laws currently in place in each EU member state, with a single set of directly enforceable rules throughout the EU. With the GDPR, the concept of “personal data” is very broad and covers any information relating to an identified or identifiable individual. It regulates the “processing,” of personal data about EU individuals, which includes the collection, storage, and transfer or use. Regardless of whether an organization has a physical presence in the EU or not, any organization that processes personal data of EU individuals, including tracking their online activities, is within the scope of the law. To be noted, the GDPR does not require EU personal data to stay in the EU, nor does it place any new restrictions on transfers of...
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MARKETING AUTOMATION – BOOST YOUR LEADS CONVERSION RATE!

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Author: Raphael Steinhöfel - Digital Architect - Nexell GmbH   Marketing automation allows you to nurture your leads through the entire buying process, delivering highly-targeted, personalized messages that address their specific barriers to purchase. Pardot, worldwide one of the top three marketing automation tools, is designed to support you prioritizing and executing marketing tasks the most efficient way. But what is actually Marketing Automation? Is Marketing automation for everyone? And what steps should you take into consideration when kicking it off?     Marketing Automation Principles The ultimate goal with your marketing is to generate more revenue for your company. To accomplish this, you need to drive traffic to your website, convert that traffic into qualified leads and close those leads into customers. Pardot makes a huge impact in the conversion and closure stages of this process. The whole marketing automation process is mostly driven by four core concepts.  ...
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Asset Management: When tradition meets technology

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Author: David Derrier, Regional Manager, Nexell GmbH   Introduction Although Financial Advisory is a traditional and well-established area, the Asset Management industry is entering a new era. Competition is growing worldwide and clients need a high level of confidence to entrust their money to someone. This is why Asset Managers need to work in a more professional and secure way to retain active clients and engage new ones.  Companies need to select the right tools that will enable them to work more efficiently and boost their impact, by reducing the administrative burden and allowing Relationship Managers to focus on business development and investments optimization. Good news! This is what CRMs are about.   Trends CRM is a buzzword that can embrace a lot of things that are more or less relevant. In the Asset Management industry, needs are quite specific and the aim is to have a 360 view of...
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Forcing your teams to use a CRM. A mistake ?

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Author: David Derrier, Regional Manager, Nexell GmbH   Why are we in this situation in the first place? A CRM implementation often focusses on Return On Investment, and a tool that is not used correctly, or not used at all, won’t be satisfactory. Even if you have the best car in the world, you won’t go anywhere without a driver driving it. The same applies for CRM tools. As decision-makers or project managers, you want to ensure that users' onboarding is as good as possible, to get the most out of the solution, in terms of efficiency and profitability. Let’s be clear, we are not saying that a CRM system can survive on its own and that you should not worry when users are reluctant to use it. This reluctance is not the core of the problem, but only a consequence of one or more issues that you may face internally....
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Nexell GmbH mit Sitz in der Schweiz ist Ihr offizieller, zertifizierter Partner für Salesforce.com und Salesforce.org, Pardot und Fonteva.

Seit der Gründung im Jahr 2002 unterstützen wir unsere Kunden und non-profit Organizationen im Bereich CRM (Customer Relationship Management). Unser Dienstleistungsangebot und unsere Technologien greifen auf langjährige Erfahrung mit kleine wie grossen Firmen, lokal wie international, zurück. Diese Erfahrung führte zu einer Reihe von Best Practices, welche wir heute auf jedes Projekt anwenden, ob gross oder klein, national oder international.

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