Case Study: Edge achieves centralized customer management with Salesforce and Salesfive

Edge improves sales transparency with Salesfive and Salesforce, giving teams access to all relevant information anytime

The customer, Edge, a company focused on creating sustainable and intelligent office buildings, needed a customized central CRM system to manage its customer and project data. It selected Salesfive as its vendor due to their development expertise and business understanding to implement a solution using Salesforce.

Salesfive implemented Salesforce as a central customer management system for Edge, integrating it with tools like Outlook and Mailchimp. The solution provided a centralized platform with mobile access, increasing data transparency and sales quality. As a result, Edge employees can now retrieve real-time customer information anywhere, making collaboration easier and all customer relationships visible.

Edge