subheader

Blog

Welcome to our constantly changing world of CRM, salesforce.com and technology news, expert articles, updates, reviews & opinions.

Our clients'​ top 5 reasons for switching to Lightning

5reasons


If you have been using Salesforce.com for a few years now, you are probably still in the middle of the "Classic Vs. Lightning debate" and I am sure you have your own opinion. When discussing with customers from various industries (Finance, NGO, luxury, etc.), we see that those who switched to Lightning would never go back to Classic. Let's share a few things with you...

The Digitalization of the FinServ Sales and Marketing Process

HOW FINANCIAL SERVICES FIRMS CAN DIGITIZE THEIR SALES AND MARKETING PROCESSES USING CLOUD TECHNOLOGIES LIKE SALESFORCE WHILE STAYING COMPLIANT WITH GDPR


DavidDerrier
The financial services sector is in full digital transformation and catching up with some of the more dynamic industries. A set of macro-economic and demographic influences makes change inevitable.

Lead prioritization: the secret sauce to spending more time on revenue-generating tasks.

Content provided by guest author Philip Schweizer, CEO Saleswings.

68%
. That’s the incredible share of time that your sales team likely spends on tasks which do not have a direct impact on your revenues, Salesforce claims in its third “State of Sales” report.

Data integration: Where do I start ?

Data integration project: I am not a Techie, where do I start ?

Whatever the size or industry, most organizations work with several tools, be it CRM, ERP, mass mailing tool, email client and so on. Striving for efficiency requires that these system are interconnected and give a 360 view on the organization’s data.

From Managing Donations to Managing Stakeholders

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?

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.

MARKETING AUTOMATION – BOOST YOUR LEADS CONVERSION RATE!

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.

Asset Management: When tradition meets technology

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. 

Forcing your teams to use a CRM. A mistake ?

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. And forcing reluctant users to use...

Subscribe to our Newsletter

You will receive regular information about our events, expert articles, the latest success stories, news about our NexellAngels initiative and much more.