Case Study: Rembrandt Fusies & Overnames achieves actionable, consolidated transaction insight with Coveo for Salesforce

Rembrandt & MBO Generate Actionable Insight with Coveo for Salesforce

Rembrandt Fusies & Overnames and MBO & Growth Fund are Rabobank-backed Dutch financial services firms that advise on mergers, acquisitions and management buyouts. As they migrated most systems to the cloud and consolidated data into Salesforce, partners struggled to find consolidated, relevant transaction histories, emails and documents across SharePoint, Microsoft 365 and legacy CRM systems, and Salesforce’s UI and reports couldn’t surface the related information quickly.

They implemented Coveo for Salesforce (Service Cloud Edition) and the Coveo Insight Panel to index and surface content from Salesforce, Microsoft 365 and other sources. The result: users find relevant information faster, related knowledge and emails are automatically recommended in-context, consultants are more productive, and the firms can better serve clients and win more deals.

Rembrandt Fusies & Overnames

Gerard Snippe

IT Manager, Rembrandt & MBO