Client case studies

BI-SAM (Business Intelligence Solutions for Asset Management) has become the key player in the performance attribution and reporting software market.

We helped BI-SAM to change their existing Salesforce solution to help drive the sales business process improvement. We enabled Salesforce features like validation rules and approval processes to allow users to follow the correct protocols and collect the right data.

We also helped our client measure KPIs to identify process improvements. Once the sales process was set up as a process in Salesforce and we ensured that everyone was following it, we started to build the reporting on it. We recommended tracking KPIs that define not only the company's overall level of success (lagging indicators) but also the metrics that help drive that success along the way (leading indicators).

Arval is a subsidiary of BNP Paribas specialising in long-term vehicle leasing.

Asklogix participated in the corrective and evolutionary functional evolution of the Salesforce application, according to the commercial needs in France and in coordination with the policies defined by Arval.

We also provided level 2 support to commercial networks on pricing applications (Quest / Readjustment / Discount & Rebate / Quotation Profile…)

Carmignac Gestion operates as an investment management company.

Asklogix took ownership of the organisation and facilitation of business workshops, collaborated with business leaders to explicit requirements, modelled business processes and headed up a design-led configuration of Salesforce.

We coached and mentored project teams on agile best practices to safeguard delivery. We project-managed end-to-end lifecycle delivery of new processes incorporating GDPR, Know Your Customer (KYC), Opportunity, Client Community, Compliance Control and Sales & Marketing Document Management.

As a result, Asklogix substantially improved Know Your Customer process lead time by 50%, reduced operational costs by 50% and notably enhanced the customer experience, in particular relating to the on-boarding process.

Monetivia. An innovative solution that is revolutionising real estate.

Asklogix designed and built a vertical solution for real estate based on Salesforce to track clients, manage minute details, and even market listings. Monetivia can now easily track and manage clients, contracts and focus on closing deals through Salesforce marketing automation.

By implementing this real estate CRM on Salesforce, it gave this realtor an efficient way to manage contacts, schedule tasks, monitor their pipelines, and stay organised to build successful relationships and close deals.

Naef is one of the main players in the real estate market in French-speaking Switzerland.

Naef migrated to Salesforce for many reasons: First, it allowed them to have a precise vision of their activities in real time and on very different levels: general vision, regional, by city, by agent, etc. Employees therefore managed their activities more precisely.

Secondly, Salesforce makes it easy to plug in different tools such as an address and email checker, for example.

Third, it is very intuitive to use. This allows new employees to be onboarded quickly.

Today Asklogix supports Naef on the evolutionary maintenance of Sales Cloud: Dashboards, task automation, and soon on the installation of Pardot with the Marketing and Sales teams.

Owr Partner provides consulting for firms, private funds, banks and sovereigns.

Asklogix designed and built an M&A CRM solution based on Salesforce for deal management. Our solution organises and sources new deals, manages active pipelines, and stores important information on clients and professional business contacts.

Unlike traditional CRM platforms, our Salesforce vertical solution for M&A provides key aspects needed to close successful M&A deals efficiently and equitably.

We delivered an M&A CRM solution designed specifically for the M&A process, equipped with an interface that enables teams to communicate, collect data and track progress on one, centralised Salesforce platform.

Insurance Broker 3.0

Asklogix helped to enhance Neopontem's existing Salesforce solution that addresses the specific needs of insurance brokers and insurance providers. The solution organises all leads and claims, automates assignments to the right people, and manages multiple policies in a single system with an insurance CRM.

We set up Salesforce automations and sales management tools to sell more efficiently so Neopontem can focus on delivering a great customer experience and closing deals.