Owner-led Salesforce consulting

Processes.
People.
Salesforce.

We help mid-sized companies turn complex workflows into Salesforce systems people understand, use, and trust.

With clear processes, people at the center, and solutions that work in day-to-day operations.

Selected clients
Drehleiter.info scope & solve SYNAOS SYNAOS Wollmilchsau Jobspreader Wollmilchsau Jobspreader enercast Netcom Kassel
01

Most Salesforce projects don't fail because of Salesforce.

They fail when processes, ownership, and adoption are addressed too late. These are the warning signs we look for.

Unclear processes

A workflow is digitized before the team has agreed how it should work.

Low user adoption

Users experience Salesforce as an administrative burden rather than a tool that supports their work.

Unclear ownership

Decisions stall because priorities and responsibilities are unclear across business teams, IT, and external partners.

Technology before value

Features are implemented before the team has defined the problem to solve and the result it needs.

That is why we never look at Salesforce in isolation. We look at how processes, people, and systems work together.

02

Processes.

Salesforce can only work as well as the processes it supports.

We start by understanding workflows, handovers, and where work slows down.

We make processes visible, remove unnecessary steps, and define clear responsibilities before configuring Salesforce around them.

First understand.
Then simplify.
Then digitize.

03

People.

Salesforce works when people know what is changing, why it matters, and how it will make their work easier.

We involve the people who will use it from the start. Their day-to-day reality shapes the process and the system.

Involvement

The people closest to the work help shape the solution. They know where the process breaks and what would genuinely help.

Clarity

Everyone knows what is changing, why it matters, and what is expected of them.

Less friction

Good solutions reduce duplicate work, manual steps, and the need to switch between disconnected tools.

Less searching.
Less back-and-forth.
More time for customers.

That is what adoption looks like in practice.

04

Salesforce.

A good Salesforce solution connects workflows and puts the right information in front of the right people when they need it.

We use AI where it saves time, supports better decisions, or makes information easier to use. It has to earn its place.

Implementation

We take Salesforce from process design through configuration, data migration, integrations, testing, and go-live.

Continuous improvement

We review existing Salesforce environments, simplify what has grown complex, and improve the areas that matter most in day-to-day work.

Managed Services

We run your Salesforce environment day to day, with dedicated contacts, clear priorities, and a visible backlog.

05

From the field.

Since 2018, we have supported companies across industries, from their first rollout through long-term operations.

Retail

Cross-cloud processes streamlined.

Rollout · Multi-cloud · Sales Cloud

Starting point

A new implementation had to connect customer data, processes, and adjacent systems across several Salesforce clouds.

  • Mapped customer journeys and core processes across Salesforce clouds
  • Aligned data flows and system interfaces while clarifying process ownership
  • Set up end-to-end testing and coordinated business sign-off across teams
Media

Sales processes realigned in Salesforce.

Rebuild · Sales Cloud · Data quality

Starting point

Over time, Salesforce had drifted away from the sales process and no longer reflected how the team worked.

  • Reshaped opportunity management around the actual sales process
  • Reworked the data model and key system interfaces
  • Connected marketing and quoting more closely with the sales process
Healthcare

Reliable Salesforce support, day after day.

Managed Services · Support · Administration

Starting point

After a group-wide rollout, the German subsidiary needed a dedicated partner for daily Salesforce operations.

  • Set up structured ticket handling and agreed service levels
  • Managed day-to-day administration of the Salesforce environment
  • Handled user onboarding, reporting, and recurring support requests
06

Why processio.

We listen.

We ask questions, listen to different perspectives, and take the time to understand what is getting in the way. Then we work out the next step together.

We take ownership.

We think ahead, take responsibility, and keep working on issues until they are resolved, even when the work becomes complicated.

We stay.

Many of our clients work with us for years. Trust grows, knowledge stays, and the system keeps improving.

We enjoy what we do.

We take the work seriously without making every meeting feel serious. We enjoy good conversations and sharing a laugh along the way.

07

Let’s talk about where we can help.

Tell us what is not working today and what you would like to improve. We will get back to you personally.

Jasper Heise, Managing Director of processio GmbH
Personal contact Jasper Heise Managing Director Your first point of contact.

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