Case studies

Groupe Cogedis

+ 350 employees/users

Industries

Services

JOB NEED

The Cogedis Group is a major and innovative player in accounting and consulting. A true partner to professional and agricultural businesses, it provides tailored services to business leaders to meet the challenges of tomorrow, gain agility and performance thanks to its community of experts and technological innovations.

Cogedis has chosen to rely on Salesforce to support customer relationship management, digitize its business processes, generate new business opportunities and improve the monitoring of requests from its 19,000 customers.

PROJECT OBJECTIVE

Automating and standardizing business processes
Generalize the practice of business referrals by all employees of the group.
Managing the objectives of the sales force
Boosting digital communication
Managing lead acquisition
Manage and standardize the new customer onboarding process. Integrate and manage new customer activities.
Centralize and standardize the customer request processing workflow.

MISSIONS COMPLETED

The Cogedis and Hardis Group teams are collaborating to manage the CRM & Marketing Automation platform.

Thus, the missions carried out by Hardis Group alongside Cogedis are numerous:

Project management : scoping, process formalization, technical and functional specifications, workshops, weekly monitoring
Advice : process optimization, assistance in choosing solutions to complement CRM
Data : data retrieval, marketing data exploitation
Sales process management : implementation of a prescription and recommendation system (open to all group employees), monitoring of sales leads, quote management
Customer relationship management : implementation of a new customer onboarding process, optimization of customer request and departure management.
Marketing Automation : triggering digital campaigns and linking them to websites
Assistance with the integration of email and the information system