The challenge
The world is evolving rapidly. Eklo’s main challenge lies in the constantly changing needs of its clients.
When working together, the challenges their clients face become their own —and there are many.
The need
With over 700 missions per year, the volume of information to process and organize is considerable. On top of that comes administrative management and invoicing. To meet these challenges, Eklo needed a solution that was highly modular, customizable, and scalable, while remaining efficient and easy to use.
The solution
Salesforce has become Eklo’s central platform for project management. From the first contact to invoicing, all key information is centralized. The integration with Adfinity, Easi’s accounting and financial software, also enables automatic invoice generation, avoiding double data entry and boosting productivity.
Complex needs, a tailored solution
Eklo’s mission is to support and advise entrepreneurs and businesses. "We’re ready to sit down with our clients, become part of their team, and help them achieve their goals. The world is evolving rapidly. Our main challenge lies in the constantly changing needs of our clients. When we work together, the challenges they face become our own - and there are many," explains Xavier Mouvet, General Manager of Eklo. With over 700 missions per year, the amount of information to process and organize is considerable.
On top of that comes administrative management and invoicing. To meet these challenges, Eklo needed a solution that was highly modular, customizable, and scalable, while remaining efficient and easy to use. Salesforce, combined with the configuration carried out by Easi’s consultants, made this possible thanks to their expertise, experience, and efficiency.
"From the very first contact, all essential information is centralized in Salesforce: client communications, service offers, project managers, and progress tracking. Each team member logs the time spent on each mission, which facilitates real-time monitoring. Once the project is completed, this data is used to automatically generate invoices.
Thanks to the integration with Adfinity (Easi’s accounting and financial software), the process is streamlined, double data entry is avoided, and productivity is enhanced"
A human and pragmatic collaboration
"Easi’s consultants take a pragmatic and efficient approach from the very beginning. During the information-gathering phase, we felt understood and confident. The time and impact of such a project should not be underestimated," explains Xavier Mouvet. Salesforce offers new possibilities, but it often requires rethinking existing workflows to make them more effective. It is therefore essential to work with experts who understand how a business operates and can provide informed advice. "Communication is smooth, and collaboration with Easi’s Salesforce consultants is going very well. They quickly understand our needs, and develop and configure the system accordingly. I would describe our collaboration with Easi as human, pragmatic, and efficient. That’s exactly what we were looking for," he concludes.