Focus on Salesforce platform

We work exclusively on the Salesforce platform, the inventor of B2B cloud computing.

Specialized in the financial sector

In-depth process know-how guarantees maximum efficiency in digital transformation.

Result oriented working method

Everyone is talking about digitization - we do it: with a ready-to-use proof of concept within a few weeks.

Digitization: A sample procedure in three steps


1. Manageable use case

Within a proof of concept, we identify one or more use cases to explain our view of digitization. This enables us to demonstrate 3 things on the basis of a delimited process:

  • The power of Salesforce
  • Our way of working
  • Our expertise

2. Implementation

For the example use case(s) we create a solution proposal on the Salesforce platform. In a manageable time (typically the duration of a sprint - about 3 to 4 weeks) we implement our solution proposal and present it to you. In this phase, we usually do without connections to existing systems, but remain self-sufficient on the platform.

3. Further development

If we manage to get the "spark to fly", we will jointly plan the other topics that can be implemented on the Salesforce cloud platform. This also marks the beginning of integration into the company with interfaces and deeper intervention in existing processes.

Holistic project support

We accompany your digitalization process end-to-end.
With optional support after project completion.

Process analysis

Process optimization

System introduction

Project Management

Data migration

Implementation & Customization

Training

Support of the system startup

Onivation: The unique partner for digitization in finance


Onivation is the only Salesforce partner in Europe with an exclusive specialization in the financial industry. Founder and Managing Director Roman Hoffmann has more than 20 years of finance experience and was IT Director of DWS until 2007. There he was last globally responsible for the implementation of Salesforce in the sales and marketing environment. Even then he recognized the immense advantages of cloud computing and founded Onivation in 2007. As one of the first Salesforce partners in German-speaking countries, he built a team of highly qualified experts who combine financial and Salesforce know-how.

In over 250 successfully completed projects, we have successfully led numerous well-known and small companies into the age of digitalization. With the help of our combination of in-depth industry know-how and technical expertise, we developed our unique methodology for digital transformation in the financial environment. We continue to inspire our customers with this methodology today.

Arrange a non-binding initial consultation

We would be happy to show you what the digital transformation of your company could look like.

Adrian Casanova - Sales - Onivation - Salesforce

Adrian Casanova

Director Sales


  • 069 3640 470 272