COVIS is your 360° Salesforce Partner


Good customer relationships form the core of any successful business. Our goal is to work together to improve these – no challenge is too complex for us. As a holistic, certified Salesforce partner, we accompany you along the entire customer journey to the Salesforce cloud.


Your single-source
Salesforce solution

From requirements management to Salesforce consultations, customization, integration and managed services. You benefit from our many years of experience with large-scale CRM projects in an enterprise environment with complex integrations and special requirements.

Salesforce consulting

We understand your individual requirements and develop tailor-made Salesforce solutions together with you. From the first requirements analysis to the implementation and integration into the existing IT landscape – our team of highly motivated, experienced and IREB-certified consultants are on hand every step of the way to help with your Salesforce questions. We take care of the software operation, giving you more time to focus on your core business.


Salesforce customization

Each customer's set of requirements is different. We ensure that your business processes do not have to be adapted to suit Salesforce by instead adapting the software to suit your processes. The result is a system that is tailor made for your business. Our developers understand the challenges you face and deliver suitable, forward-thinking solutions.

Salesforce 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 Talent, 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.

Salesforce training

Get to know the best practices for using Salesforce – this is how you can get the most out of your Salesforce cloud. Our training helps you to work efficiently with Salesforce and provides strategic preparation for the Salesforce admin exam. Our team has more than 74 certifications and are happy to pass on their knowledge to you. We will meet each individual at their own level and take the time to help all participants, regardless of their prior knowledge of a topic. After successfully completing your training, your Salesforce certification is within arm’s reach.

Salesforce managed services

The seamless operation of your Salesforce solution is a key factor for your success. We offer extensive managed services in accordance with ISO 27001 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.

Our
Salesforce products.

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.


Chatbot

Available 24/7: The chatbot serves as a point of contact for your customers, answering their questions automatically. The intelligent, self-learning technology based on Salesforce Einstein can be expanded through the integration of relevant systems such as ERP or tracking. If there are any questions left unanswered, they will be processed and submitted to an employee via a predefined procedure.


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.


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 ISO 27001 and only approved for use in the system after they have been checked.

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.

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.

"For more than 20 years, we have been relying on the expertise and the system developed in cooperation with COVIS."

Discover
our downloads

In our free e-books and whitepapers, you will find exciting topics and interesting facts - whether on current trends in the areas of artificial intelligence and agile software development or insights on our case studies.

Get started –
with Salesforce and COVIS

Easy Start
Sales Cloud

With the Salesforce Sales Cloud, you are taking your sales to the next level. With intelligent workflows and automated processes, you are well informed at all times and ready for the next step. Get started quickly and test the performance of our "Easy Start Sales Cloud" solution yourself, with minimal investment of resources.

The package is best suited for pilot projects and proofs of concept. It allows the environment to be further developed and expanded as needed.

5 days

  • Initial system setup (company settings, users, profiles etc.)
  • Implementation of standard objects
  • Implementation of a standardized process (e.g. lead to opportunity)
  • 25 user-defined fields
  • 10 reports and 2 dashboards
  • Fluid transfer of work results to one of your employees
  • Closing presentation
  • Project management

Easy Start
Service Cloud

With the Salesforce Service Cloud, your customer remains the focus even after the conclusion of the contract. It allows you to retain an overview of your processes and services, standardize and automate procedures, and improve customer satisfaction. Use preset and individually configurable reports and dashboards – the Easy Start Service Cloud offers you many opportunities with which you can further optimize your customer services.

The package is best suited for pilot projects and proofs of concept. It allows the environment to be further developed and expanded as needed.

5 days

  • Initial system setup (company settings, users, profiles etc.)
  • Implementation of standard objects
  • Implementation of a standardized process (e.g. e-mail to case)
  • 25 user-defined fields
  • 10 reports and 2 dashboards
  • Fluid transfer of work results to one of your employees
  • Closing presentation
  • Project management

Workshop
Salesforce Solution

Want to introduce Salesforce to your company, making sure to set up the project correctly from the start? In collaboration with you, we create a suitable schedule for the implementation and adjustment around the individual requirements of your company.

Looking to optimize an existing Salesforce org? Encountering media discontinuity during interaction with external systems which disrupts seamless integration? We ensure that the individual characteristics of your company are taken into consideration and your processes function optimally.

Use our workshop to get on the right path toward an optimal CRM solution.

3 days

  • Inventory
  • Requirements analysis
  • Suggestions for improvement and roadmap

Do you have any questions?
Get in touch!