Customers

Pharmaceutical industry


CRM Sales Cloud set up for the sales representatives team , in order to:


● Plan and monitor its commercial actions: agenda , management of visits and sample deliveries


● Increase the engagement of Customer Service agents.


● Efficiently manage the sales activity via reports and dashboards.


● Monitor the effectiveness of the teams, understand their difficulties and decide on the actions to be taken.

Debt collection firm


● Installation of the CRM Sales Cloud in order to optimize the punctuality and efficiency of collections.


• Support in the implementation of Sales Cloud (design and configuration)


• Data migration


• Employee training.

Digital transformation project management - Multi-cloud project: Sales Cloud, Pardo- Marketing Cloud & Datorama


• Collect & analysis of requirements


● Blueprint definition


• Integration and configuration


• Training and skills transfer


• Support


• User support after the deployment phase.

Sales Cloud installation for a Real Estate Agency


We implemented CRM Real Estate solution based on Salesforce, that provides a unified view of all your clients, their ongoing deals, and interactions with your company on a single panel.


The AI-powered assistant : Einstein, helps also the agents to prioritize prospects by ranking them based on their engagement with the business. Einstein also suggests the next best actions to take to drive conversations further.

Marketing Cloud and Pardot Global Roll-out


• Analysis of existing business processes and constraints


• Identification and analysis of target needs


• Animation of workshops of technical-functional specifications


• Writing detailed technical and functional specifications


• Design of applications, models and solutions


• Monitoring of developments and organization of progress points


• Organization and animation of the steering committees with the client

Multinationale Telecommunication Company


After a long framing phase of the project, we designed, developed and implemented Sales Cloud, Salesforce's sales module. The challenge was to provide the firm with a powerful CRM for its Web activity. A CRM able to take into account, target and reach on the Internet the customers and leads of the brand through a multichannel business strategy.


The company was able to penetrate a new segment of customers and retain its active accounts present on the Web and social networks. Pro CRM has also coordinated various interface projects with ancillary solutions such as SAP, BI and BO via web services. Our consultants and technicians have also deployed a mobile application with the SDK Mobile, SFDC / HTML 5 for employees of the marketing department of Sony.


• SFDC project management: planning, budgeting, resource management, risk reporting, and project committee facilitation


• Development of SFDC / SAP and SFDC / QlikView interfaces. Apex Development, VisualForce and Integration with Web Services


• Change management: training, webinars, ..


• Sales Cloud and Pardot settings

Visio collaboration specialist


Following the audit of the Salesforce solution, we were mandated to improve their performance, the value created and the adoption of the solution by the users including the analysis of the needs, the review of the business processes, the personalization of application, data integration, change management, training and post-implementation support.


We have responded to evolution expectations with the following services (non-exhaustive list):


• Evolution of fields, screens, rights ...


• Development of new tabs and / or specific functions


• Technical and functional assistance


• Imports of data


• Tips on updates and support on new features

Pharmaceutical laboratory


• Planning, conduct of business needs analysis and solution workshops, organization of steering committees.


• Formalization, writing and follow-up of development requests made by Off-Shore teams


• Track UATs with users and follow-up and reporting to the project manager


• Training users and administrators



• Advice on updates and support on new features

Global Leader in Water Management


• Within the Commercial Sales Department, set up with the project team the processes and tools for the functional and technical administration of the CRM SalesForce solution.


• Keeping the application in operational condition through operational control tasks and assisting the Project team in its deployment preparation tasks.


• Planning and definition of test scripts for the UAT phase

BNP Paribas subsidiary - Renting a company car with services.


• Revised migration scenarios for entities affected by Siebel's de-commissioning by Salesforce (France, Germany, United Kingdom), migration planning, reporting.


• MOA / MOE coordination, creation of user adoption dashboards for the 3 countries concerned


• Training users and administrators

Eco-Emballages manages the national system for sorting and recycling household packaging.


• Writing of the test and recipe booklet, user training, support of test execution, support for debugging anomalies and proposal for the evolution of the solution.


• Training users and administrators



• Advice on updates and support on new features.

Agence promotion du territoire économique de Paris.


Paris Développement est une agence soutenue par la Mairie de Paris dont le but est d’assurer la promotion du territoire économique de la Capitale. Sa mission consiste à accompagner les entreprises dans leur implantation sur Paris à travers différentes actions d’aides et de recherches. Paris Développement s’inscrit donc dans une logique commerciale et de prospection qui implique l’utilisation d’un CRM pour maximiser les retombées des opérations. Le client nous a consulté afin d’effectuer un cadrage de leurs besoins pour leur activité « Attractivité Internationale ».

Notre travail a porté sur l’étude des opportunités d’implantation d’une solution CRM sur-mesure orientée marketing et commercial, à leur présenter les avantages des fonctionnalités de Salesforce, à rédiger un cahier des charges, à étudier leur contexte, à définir la stratégie et les objectifs et à auditer les outils et méthodes déjà existantes dans leur organisation.

• Audit et analyse des besoins CRM, conduite d'ateliers avec l'équipe commerciale.


• Recommandations en terme de solution CRM en adéquation avec les objectifs commerciaux de notre client afin de soutenir leur croissance,


• Paramétragede Sales Cloud pour 50 utilisateurs


• Rédaction du cahier de test et de recette, formation des utilisateurs, accompagnement de l’exécution des tests, support au debug des anomalies et proposition d’évolution de la solution.


• Formation des utilisateurs et des administrateurs.

Territorial Investment Advisory


"We asked PRO CRM to audit our Salesforce CRM to improve our sales process in Salesforce. After this phase of analysis, a quick implementation of the recommendations allowed our team to optimize their use of Salesforce. " Laurent Sansoucy - Associate Director OCO


• Audit of the Salesforce solution, including needs analysis, business process review, application customization, data integration, change coaching, post-implementation training and support.


• Detailed diagnosis of the company's processes, followed by an action plan and KPI to measure the adoption of the solution. This is to align the operation of CRM with the practice and current needs of the business.


• Sales Cloud Settings

Advice on tax exemption.


Setting up an innovative module for lead scoring and commercial workflows.


• Improved Sales Cloud settings to optimize sales process


• Optimization of process builders


• Advice on updates and support on new features.