Implementation Sales cloud Professional
Dasym is an independent, research-driven investment company with headquarters in Naarden, with offices in Los Angeles and Shanghai. Dasym offers a wide range of investment solutions and services in the field of managed accounts and investment funds.
Goals Salesforce implementation:
Dasym did not use a clear system. As a result, she lacked a clear customer profile and insight into the Fee’s. By implementing Salesforce CRM, Profit4SF has ensured that employees have a clear picture of the organization. With Salesforce, the organization has more reporting options, the e-mail is directly linked to the CRM, users have the right rights and roles, and duplicates are prevented.