Salesforce success story: AMX

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About AMX

AMX specialises in implementing, consulting and supporting companies (B2B) in the field of project and process management using Smartsheet and Miro.

The company is not only the first Smartsheet Platinum Partner in Europe, but also one of the leading partners worldwide. In addition to Smartsheet, AMX has other leading software solutions in its product portfolio that help companies simplify internal project communication.

Project objectives

• Improvement of system scalability
• Various enhancements and integration of process automation
• Automation of payment processes and optimisation of financial overview
• Clarity of employee workload and project distribution
• Automation of the customer evaluation process (testimonials)

"Growth can only happen when tasks that don't require thinking are automated by efficient systems like Salesforce. cloudworx understood our needs right away and made it happen. Perfect."

Sebastian Paasch, AMX, Managing Director

All business processes mapped in one system

Salesforce as a single source of truth and a system for all relevant process steps:

• Clear customer and data management (CRM)
• Efficient internal project management
• Optimal employee workload management
• Time-saving communication processes via email in Salesforce
• Integration of banking and invoicing processes for a better overview with the help of millio and EasyFlow invoices
• Simplified and automated testimonial process

Mapping business processes directly in Salesforce offers the advantage that, in addition to customer data, all other information is accessible to employees in a single system and is always up to date.

Processes are managed in Salesforce, clearly structured and therefore significantly faster. With the help of notifications, no process step is left uncompleted. Project management is thus organised smoothly and step by step, both internally and externally.

Employee workload management at AMX is also carried out in Salesforce. Free capacity can be seen at a glance, allowing AMX to react before bottlenecks in customer projects arise, for example due to illness.

In addition to these processes, AMX also uses smart automations based on email communication. The automated uploading of documents to Salesforce and the automated sending of emails using templates saves the team a huge amount of time.

The integration of banking provides a real-time overview of transactions and account balances and automates payment reconciliation. Invoices sent to customers and incoming payments are allocated fully automatically. AMX receives a notification when a payment is received and a status update in the invoice record.

This makes the evaluation of financial key figures more reliable, as all relevant figures and information are already available in the system. Dashboards and reports present these key figures in an easy-to-understand visual format.

Working together with cloudworx

The decision to partner with cloudworx was made because we quickly understood AMX's complex requirements and processes and were able to develop efficient solutions.

These were implemented just as efficiently, enabling the AMX team to quickly integrate the system's expanded functions into their daily work and benefit from automation and a reduced manual workload.