The right solution for your CRM

Salesforce Partner with a 360° Approach

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As a Salesforce Partner, we know that strong customer relationships are the heart of a successful business. That's why we help you nurture your relationships with customers in a targeted way. As a certified Salesforce Partner, we accompany you with expertise and passion throughout the entire customer journey with Salesforce Clouds.

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Your Certified Salesforce Partner with All-in-One Solutions

From requirements management to Salesforce consulting, customization, integration, and Managed Services: you benefit from our years of experience with CRM projects of all sizes. We are your competent partner, both in mid-sized companies and enterprise environments with complex integrations and specific requirements.

Salesforce

Consulting

We understand your individual requirements and develop customized Salesforce solutions with you.

From the initial requirements analysis to implementation and integration into the existing IT landscape – our team of highly motivated, experienced, and IREB-certified consultants is there to support you with all your Salesforce questions every step of the way.

If necessary, we also take care of the software operation, so you can focus more on your core business and your customers.


Customization

Salesforce offers a comprehensive standard solution, which is impressive due to its flexibility.

As a certified Salesforce Partner, we ensure that your business processes don’t have to adapt to Salesforce, but rather, we adapt the software to your processes. The result is a system tailored specifically to your company.

Our developers understand the challenges you face and provide suitable, future-oriented solutions.


Integration

When it comes to the integration of complex, heterogeneous IT landscapes, we are the specialists. We look at Salesforce, not as a stand-alone solution, but as an integrated component of your infrastructure.

Based on middleware solutions such as Mulesoft and Talend, our in-house developed integration manager enables the creation of efficient and robust interfaces that are easy to operate. In accordance with the best-of-breed concept, we integrate all tools into a holistic IT infrastructure, helping your employees achieve increased productivity and satisfaction.

Together, we build the bridges that allow seamless, company-wide collaboration.


Training

Train your employees and core IT teams to get the most out of your Salesforce Cloud.

In our practical workshops, we share best practices so that your team can use Salesforce efficiently and securely.

Our experienced team, with over 74 certifications, shares its knowledge, regardless of the participants' prior knowledge.

After completing the training, your employees will be optimally prepared to integrate Salesforce into their daily work routines.


Managed Services

The seamless operation of your Salesforce solution is a key factor for your success. We offer extensive managed services according to internationally accepted standards and assume administration of your system landscape, ensuring that you have more time to focus on your core business.

In addition to continuous software version control, migrations, and homogenization of various systems, we focus on continuous quality control of all processes. Your systems are reliably secured using end-to-end encryption.


Get familiar with our Salesforce products

Discover our powerful Salesforce products! Our portfolio optimizes your operations, increases efficiency, and accelerates your growth.

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Integration manager

Increased productivity through intuitive interfaces: With our in-house developed COViS integration manager, we provide you with a 360° view of your customers and guarantee that your customer relationship management is a success. Using the flexibly configurable interfaces, other solutions can be comfortably connected in Salesforce - functional, high-performing, and secure.

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Chatbots & Voicebots

Available 24/7: Chat and Voicebots serve as a contact point for your customers and automatically answer their questions. The intelligent, self-learning technology based on Salesforce AI 'Einstein' can be expanded by integrating relevant systems. If there are questions that the chatbot or voicebot cannot answer, the customers are forwarded to a specialist.

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Salesforce Tableau integration

Benefit from workflows, which can support you in your daily work: Use data from external systems in Salesforce with the seamless integration of Tableau. Data analysis makes sure the right information makes its way into your Salesforce cloud.

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Virus scanner

Take the security of your cloud solution to a new level with our purpose-built virus scanner for Salesforce applications. Elements originating from external systems are scanned on our in-house servers according to internationally accepted standards and only approved for use in the system after they have been checked.

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Encryption

Secure data traffic: Salesforce in the enterprise environment is based on a high degree of integration and holistic processes without media discontinuity. Our encrypted tunnel protects data transfer via interfaces and prevents unauthorized access to your sensitive information.

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ISO 27001

Information security takes top priority for us. This is why we are ISO 27001 certified. The ISO standard sets the framework for identifying and systematically handling risks within a specific operation and certifies that our information security management system (ISMS) is functional and fit for purpose. In addition, it confirms the security, trustworthiness, availability and integrity of our services.

thunder 93% of our customers request additional COViS services and implement them with us!
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“For more than 20 years, we have been relying on the expertise and the system developed in cooperation with COViS.”

Read the Case Study →

Success is the Result of a Smart Approach – With the Right Salesforce Partner, You Set the Course

Start Now: With Salesforce and COViS

Easy Start
Sales Cloud

Take your sales to the next level with Easy Start Sales Cloud. With intelligent workflows and automated processes, our cloud solution is the ideal package for initial pilot projects and proof of concept.

Highlights

  • Consulting for setting up your Salesforce environment
  • Recommendations for suitable standard and custom objects
  • Identification of matching sales processes
  • Planning of meaningful reports and dashboards
  • Best practices for sustainable use and future expansion

Easy Start
Service Cloud

With Easy Start Service Cloud, you keep full visibility of your processes and services, standardize and automate workflows, and improve customer satisfaction.

Highlights

  • Consulting for setting up your Salesforce Service Cloud
  • Selection and implementation of recommended standard and custom objects
  • Design of structured digital processes (e.g. Email-to-Case)
  • Development of relevant reports and dashboards
  • ...and further aspects that build a solid foundation

Workshop
Salesforce Health Check

Do you want to implement Salesforce in your company and set it up correctly from the start? Or do you already have an implemented Salesforce org that you’d like to optimize and improve? Let’s find the optimal CRM solution for your business together.

Highlights

  • System audit: technical architecture, automations, data quality, permissions
  • Usability analysis: user feedback, performance, pain points in daily use
  • Quick wins & roadmap: immediately actionable optimizations and next steps for sustainable improvement

Easy Start
Marketing Cloud

We help you find the perfect solution for your marketing strategy. Whether as an initial data foundation or for more transparency in existing data streams – for B2B or B2C. Closely aligned with sales if needed, or fully focused on content, email, social media, and SEO marketing.

Highlights

  • Guidance on structuring your Marketing Cloud environment
  • Setup of recommended standard features and add-ons
  • Design of basic segmentation options
  • Consulting on suitable reporting functions

Got further questions?

Discover our other ways we can improve your business.

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microsoft teams
Salesforce partner cpre platinum partner
Dr. Glinz COVIS GmbH
Heerdter Sandberg 32
40549 Düsseldorf Germany
Phone +49 (0) 211 - 55726-0
Fax +49 (0) 211 - 55726-26
info@covis.de
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