Keerpunt is a specialist in health and safety services, case management and re-integration
Keerpunt reached out to Talent Peaks to create a future proof - sales driven - environment which provided a 360° customer view. Not only to support the sales process, but also to enhance lead generation.
Together with Keerpunt, we configured the Sales Cloud CRM and Pardot for marketing automation. We made integrations with the website, the Company.info database, we used Documilll for quotation generation and SignRequest for document signing. Also, we created an interactive partner portal to work together on leads and contracts. Outcomes:
- automated contract management system
- central lead dashboard
- integrated website
- integration of Pardot Marketing Automation and Sales Cloud CRM
- interactive Keerpunt Portal
- alignment between marketing, lead generation and sales
- sales driven business approach
- direct insights into customer contracts
- flawless quotation and document generation
- automated lead-to-contract process
- collaboration with partners in the Keerpunt Portal
Talent Peaks is a massive help in achieving Keerpunt’s strategic CRM goals. They proposed options whenever we felt ‘stuck’ and still managed to follow Salesforce best practices. Their pragmatic approach and in-depth Salesforce knowledge ensured an on-time, on-target and on-budget project delivery.
- Frits Wille, Project Manager Keerpunt