Keerpunt

Keerpunt, part of HCS is a specialist in health and safety services, case management and re-integration

Challenge

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.

The project

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

The results

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