for Salesforce

As passionate Salesforce consultants we create the customer experience of any enterprise


With Salesforce to the OneService Organization at Leading Manufacturer of Industrial Robots


Take benefit of our competence from Master Data Management to Service & Fieldservice

Customer Experience Platform

Enter new markets with Salesforce

With Salesforce, you focus on flexible and scalable customer processes rather than managing IT applications. Respond quickly to market changes and establish a business platform that can agile incorporate new digital business processes and simultaneously integrate into your existing IT landscape.


Your approach should be thoughtful and well planned. We help you define a Salesforce deployment strategy based on your existing processes and systems.


One of our core competencies is the integration of Salesforce with SAP. We help you to implement integration scenarios with and without the use of middleware.

Data migration

Data transfer from your legacy systems is supported by Salesforce out of the box. We help you with data extraction, data cleansing and data transfer.

cbs Expert Team

cbs CX Experten - Salesforce-Beratung

Our team of certified Salesforce consultants and developers focus exclusively on the Salesforce solution portfolio. Therefor our Salesforce consultants work closely with our SAP teams.

Salesforce certified
+ Years
CX Implementation Experience
Offices worldwide

M-cbs – our project methodology

We have further developed our time-tested process model M-cbs especially for Salesforce projects and added an agile CX component.

Cloud transformation

Seamless on premise to cloud transformation

As a Salesforce Gold Partner, cbs has many years of experience in transforming existing processes and solutions into the Salesforce cloud. We do not only look at Salesforce from a technology perspective. Rather, we put all relevant business processes to the test and include the entire system landscape.

Our services

Planning and implementation of E2E processes from Salesforce to SAP
Consideration of integration requirements during process design
Conversion of quota to order processes with configurable materials
Best Practices for Master Data Management

An integrated customer master data system is the success factor and basic building block of any CRM solution, especially in the digital age.

Our best practices and solution components:

  • Implementation of data governance regulations
  • Increase and safeguarding data quality
  • Targeted measurement and increase of buying center information
  • Seamless SAP integration
Seamlessly integrated sales, service and marketing processes

Build on our industry best practices from the first day of the project: As an important building block for process integration, we provide solutions for the exchange of the following master and transaction data:

  • Customers and contact persons
  • Sales price conditions
  • Material master data
  • Dependencies when using variant configuration
  • Quotation or order creation in the ERP backend
  • Supply of reporting data from BW or ERP (orders, invoices)
  • Assets /Equipment
  • Service contracts, service quotations, service orders, goods movements
Faster to close business

With Salesforce CPQ (Configure Princing Quote), you can picture the quotation process including complex pricing and configuration in Salesforce. As a long-time consulting partner to the manufacturing industry, we bring project experience and solution modules for a fast implementation.


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If you want to use an SAP ERP system for the control of your logistics and production processes, we will support you concretely:

  • Extraction of dependencies and transformation into the CPQ data model
  • Extraction of sales price conditions and transformation into the CPQ data model
  • Creation of quotations or orders when transferring the Salesforce configuration to SAP
More efficient to close business

You want to quickly take advantage of the Salesforce Sales Cloud solution for your quotation process and access SAP ERP data such as configuration and pricing information in real time. You don’t want to lose functions that have been developed over many years?

Then use our Configure Printing Quote solution developed especially for the manufacturing industry. With cbs CX CPQ, you don’t need to worry about transforming existing data and functioning processes, but can focus on the missing functions and improving customer interaction and experience.

Talk to us about it!

Find new ways to interact more effectively with your prospects and existing customers.
Automate your marketing and lead nurturing processes with Pardot, freeing up your marketing and sales teams.
Create personalized customer experiences through dynamic content in emails and on web pages.
Generate new leads using Pardot Forms, which can be easily created with drag-and-drop ease.
Increase email open rates with A/B testing and SPAM analysis to ensure your emails are read.
Automatically assign new leads to the appropriate sales team or sales rep after successful qualification.
We get you started quickly with Pardot, the B2B marketing automation tool on the Salesforce platform.
Automate your marketing campaigns and fill your sales pipeline with qualified leads.

„Our unique selling point within the Salesforce community is our comprehensive understanding of business processes. This enables us to quickly deploy new digital business processes in Salesforce and integrate them into existing ERP system landscapes.”

Daniel Gorld, Senior Manager

New Business Model

Implementing New Business Ideas with Salesforce

Are you planning to implement new business ideas or establish your own digital unit? Do you need business software that adapts flexibly to your needs and scales with your growing business success?

cbs CX supports you in implementing all the measures you need for a sustainable business model. We combine our experience from more than 20 years of business process development with the modern possibilities of the cloud and our agile project methodology M-cbs.

Implementation of innovative business models on the Salesforce Platform (“Speedboats”)

Implementation of your digital strategy

Implementation of new business processes of your start-ups or digital units

Contact us!