Home > Case Studies > Financial Firm Uses CiraSync to Automatically Sync Salesforce Contacts to Employee Smartphones

Executive Summary

Ruppert Fux Landmann, (RFL), a firm based in Germany, focuses on corporate and financial restructuring and asset management primarily on behalf of lenders and creditors. They needed an automated solution to sync Salesforce contacts to internal employee smartphones.

Challenges

RFL uses Salesforce as their CRM solution; they found that Salesforce charges a costly rate per seat for Outlook integration to sync with employee smartphones. This option to automatically get Salesforce contacts on business smartphones was not an efficient solution for this firm.

“The service Salesforce provides for syncing our Exchange and Outlook contacts is overpriced and complex. We found the secure CiraSync SaaS platform to be the better choice.”

Lars Ruppert, Partner, Ruppert Fux Landmann

The Hard Way VS CiraSync Way

Solution

RFL was already using CiraSync with their Microsoft Office 365 solution to sync the GAL to smartphones, when they found a new use case for CiraSync: automatically sync contacts from Salesforce to smartphones. With one quick email to the CiraSync Customer Success Team, RFL was up and running, and their employees had all the current CRM contacts they needed.

“We were very impressed with how easy it was to change our account package and get our contacts synced up with Salesforce by using CiraSync,” said Lars Ruppert, Partner, Ruppert Fux Landmann. “With one note to support, the question we had was answered, and the new version of our CiraSync subscription was working perfectly.”

RFL plans on remaining a CiraSync client. They would recommend CiraSync to any company utilizing Office 365 and Salesforce contact sync.

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