Salesforce, Silex and Nexell are teaming up to climb new digital heights in the Swiss Financial Services industry! We were very pleased to be interviewed by Salesforce to talk about new summits we have been climbing in the Financial Services industry, together with our valued customer Silex. What an inspiring interview of José Muñoz, Chief Digital Officer at Silex and David Derrier, Head of Operations at Nexell, both sharing their individual point of view how digitalization leads to success in the Financial Services industry. They discussed how digitization and specifically Salesforce helps Silex on their way to even more success in this highly regulated market.Listen in! And also find out about the secret sauce of Nexell to deliver successful projects and bring maximal ROI to customers through their digital journey. Silex kicked off a Salesforce project with Nexell in January 2021 to centralize and streamline sales activities between the different teams...

 

Author: Steeve Seidel - Nexell Senior Consultant. Once upon a time, long ago, I started one of my first Salesforce projects. One of the requirements was quite easy: “As a user, I want my customer to be able to register on my website for an event in Salesforce and to follow the response send back”. Yeah, you are probably thinking like I was at this time. So, I set up a campaign, Web2Lead, that generated a beautiful landing page. Yes, I was proud. The customer added the necessary contacts and leads in the campaign and sent the invitations by email with the request to register for the event on my landing page. Then the registrations came back and we followed the process very carefully. Everything was working as expected except for the fact that new leads were coming in and the status of the old ones did not change.  Of course,...

Powercoders & Nexell - Our joint efforts to help a good cause make a breakthrough

Author: Steeve Seidel - Nexell Senior Consultant.I write this article with two friends in mind. The first one always needs estimations. The second one never wants to give any. The best part is that I am in the middle and I need to find a way to satisfy both. As you can probably guess, the subject of this text is estimations, and it may be controversial. The one way Why are estimations needed, and why are they also not (really) helpful? Let us try to answer this excellent question. When a customer would ask me, "How long do you need to create an automation that will copy the value from field A to field B every time the value changes?”, I would think about it for 2 minutes and then say, "Ok, creating a workflow rule, creating an action, testing in Production, this is easy. Probably less than 30 minutes." So,...

Looking back to a great year of close collaboration and partnerships with our customers and Salesforce in 2020, we are pleased to share USZ Foundation’s successful digital journey and their valuable contribution to care and prevention during the pandemic.USZ Foundation’s overall goal is to promote medical innovation at the University Hospital Zurich. Especially with their topical initiatives to support the community in Zürich, they set a great example in these trying times of Corona by providing support for doctors and nurses, pandemic related education and retraining of staff as well as for R&D work on the coronavirus.USZ Foundation has grown rapidly and quickly outgrew the tools they started out with. After running an internal project with an independent consultant to objectively look for improvements, it was essential that they implement a CRM solution to streamline processes, enable team collaboration and maximize the benefits available from existing data while they reduce manually-intense...

Author: Roxana Anderson one of our Nexell Consultant. Why is document generation key when using a CRM? Being able to engage with your prospects, clients, donors, employees is important for every company that wants to be successful. “Thank you” letters, invoices, contracts, newsletters, surveys are examples of the communication a company produces. It is important that these documents:   look professional and reflect your company’s branding   display the correct information   can be sent through various channels of communication (email, post services)   are created automatically These are some of the high level document generation requirements where Salesforce, as the CRM system and FormTitan, as the document generation application, have proven their proficiency and swiftness with our clients. Take a look at this amazing success story: “Swiss QR-Bill and payment slip, with salesforce and Formtitan - our client ZVB did it” Why choose FormTitan as your document generation application? FormTitan is...

“How much “digital” is needed?”

Building sustainable business relationships by leveraging opportunities in a context of crisis - LIVECAST - NEW ON 20 May, 2021

  I am proud to join the salesforce.org Partner Advisory Board, as one of Salesforce’s leading European Consulting Partners. I’d like to share with you the focus and impact we would like to drive together. Salesforce.org has become the leading provider of non-profit, education and philanthropy solutions worldwide. As a leading Swiss / European Consulting Partner, we work hand in hand with the salesforce teams on a daily basis, to ensure our clients get maximum benefit from their systems & investments. It is of course our customers who have graciously brought us to this point, but even as a global leader, we have to ask ourselves, “Can we do better ? Can we do more to help ?” Being part of this team, built by Salesforce community members globally, allows us to provide the needed feedback to Salesforce, at the highest levels, for product development, vision, strategy, services delivery, customer success...