Welcome to novation – your Salesforce partner for insurance, industry and everything in between.

We’re a boutique Salesforce consultancy based in the DACH region, helping companies get real value out of their CRM. While we’ve got deep roots in insurance and finance, we also work with clients in manufacturing, MedTech and pharma – especially those in the German Mittelstand.

Our thing? Making Salesforce work for your business – not the other way round. Whether it’s cleaning up Excel chaos, hooking into legacy tools, or setting up smart dashboards and automation, we keep it practical and to the point.

Where we’re strong:
• Salesforce + Legacy = no worries (we’ve got blueprints for that)
• Automation with a bit of AI magic – for documents, leads or emails
• CRM rollouts that don’t feel like rocket science
• Deep experience with Financial Services Cloud
• Honest advice – including what not to do

We speak your language – both technically and culturally – and we know how things tick in DACH. If you’re in insurance, industry or somewhere in between and thinking about Salesforce, we’d love to have a chat.

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