Salesforce consulting from Lower Saxony

Processes.
People.
Salesforce.

We support mid-market companies with Salesforce implementation, ongoing development, and operations.

With clear processes. People at the center. And solutions that work in day-to-day business.

Drehleiter.info enercast scope & solve Netcom Kassel
01

Most Salesforce projects don't fail because of Salesforce.

They fail because processes, ownership, and user adoption are addressed too late. We know the typical stumbling blocks.

Unclear processes

Workflows get digitized before it’s clear how they’re actually supposed to work.

Lack of adoption

Users experience Salesforce as an extra documentation duty instead of real support.

Unclear ownership

Decisions, priorities, and responsibilities get stuck between business units, IT, and service providers.

Technology before value

Features get built without clearly defining which business problem they’re supposed to solve.

That’s why we never look at Salesforce in isolation. Always at the interplay of process, people, and system.

02

Processes.

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

We don’t start with features. We start with understanding: workflows, interfaces, and friction points.

We make workflows visible, reduce unnecessary complexity, and create clear responsibilities before they’re anchored in the system.

First understand.
Then simplify.
Then digitize.

03

People.

Salesforce only works in day-to-day business when people understand why something is changing, how they’ll work going forward, and what concrete value the system offers them.

We involve relevant people early, create clarity in the system, and reduce unnecessary friction.

Involvement

The people who work with a process every day should be involved early enough to show what works in practice, and what doesn’t.

Clarity

Users understand what is changing, why it’s changing, and what will be expected of them going forward.

Less friction

Good solutions reduce duplicate work, disconnected tools, and unnecessary manual steps.

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

That’s what successful user adoption means to us.

04

Salesforce.

A good Salesforce solution creates clarity, connects workflows, and makes reliable information available where it is needed.

We use AI where it simplifies processes, makes information easier to use, and genuinely supports people in their day-to-day work.

Implementation

We implement Salesforce in a structured way, from target vision and process design through configuration, migration, and go-live.

  • Sales Cloud
  • Service Cloud
  • Data migration
  • Integrations

Ongoing development

We analyze existing Salesforce environments, remove complexity that has grown over time, and develop further exactly where real value is created.

  • Optimization
  • Automation
  • Architecture
  • User adoption

Managed Services

We take over ongoing development and operations, with dedicated contacts and a clearly prioritized backlog.

  • Support
  • Releases
  • Administration
  • Continuous optimization
05

From the field.

Since 2018, we’ve supported Salesforce projects across different industries and starting points.

Retail

Cross-cloud processes structured.

Multicloud rollout · Sales Cloud · Loyalty Cloud

Starting point

As part of a new implementation, multiple Salesforce clouds, customer data, and adjacent systems had to work together in one shared solution.

  • Cross-cloud workflows structured from a business perspective
  • Requirements and interfaces organized transparently
  • Testing and business acceptance prepared systematically
Media

Sales work in Salesforce
realigned.

Sales Cloud · Sales management · Data quality

Starting point

A Salesforce solution that had grown over time needed to be aligned more closely with day-to-day sales work and used more consistently.

  • Opportunity process and sales management structured more clearly
  • Data foundation and interfaces systematically reworked
  • Marketing and quoting processes connected more tightly
Healthcare

Salesforce operations reliably managed.

Managed Services · Support · Administration

Starting point

After the group-wide rollout, the German subsidiary needed a dedicated contact for day-to-day Salesforce operations.

  • User requests handled through tickets and service levels
  • Onboardings, reports, and page layouts implemented
  • Administrative requirements handled continuously
06

Why processio.

We listen.

We want to understand how your company works, where things get stuck, and what really needs to improve. Only then do we build the right solution.

We put in the work.

We think ahead, take ownership, and see things through, even when it gets complicated.

We stay.

We support many of our clients for years, because trust, knowledge, and good solutions grow over time.

We enjoy what we do.

We work directly, honestly, and at eye level, with high standards for the outcome and joy in working together.

07

Let’s find out if and where we can help.

What’s getting in the way today? What should work better?
Tell us briefly what you’re looking to improve.
We’ll get back to you personally.

Jasper Heise, Managing Director of processio GmbH
Personal contact Jasper Heise Managing Director Your direct contact for a first conversation.

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