Case studies

Gereso

+ 350 employees/users

Industries

Services

JOB NEED

Gereso, a specialist in training, consulting and publishing in human resources, management and professional effectiveness since 1972, has deployed Salesforce to manage all of its activities, gain efficiency and respond more effectively to the requirements of the continuing professional training reform.

PROJECT OBJECTIVE

Improve customer relations and simplify training follow-up
Automating the various billing processes will increase productivity and reduce the risk of errors.
Having a flexible and scalable solution to manage and develop the business
Simplify and optimize activity planning with an ergonomic tool
Moving towards managing activity by margin

MISSIONS COMPLETED

Customer relationship management: managing contacts (customers, prospects, partners…), sales cycles, files and administrative documents, reporting.
Automation of business processes and training management
Automation of administrative and billing processes