2GEZER - CRM x DATA

2GEZER - CRM x DATA is a French consultancy built around the Salesforce platform. Working from Bordeaux and elsewhere in France, it audits, configures and extends Salesforce for companies in retail, property and financial services, and has added AI work through Agentforce and Data360.

What 2GEZER - CRM x DATA does

• Sales and Service Cloud: setting up contact, opportunity and forecast management, sales automation and KPI tracking for sales and support teams.
• Marketing Cloud and Pardot: lead capture forms, landing pages, automated engagement journeys and transactional email linked to the CRM.
• Data work: data quality, master reference data, integration of outside data sources and business data models.
• AI with Agentforce: deploying Salesforce AI agents inside business processes, covered on a separate 2GEZER.AI site.
• Audit, advice and training: reviews of existing Salesforce set-ups, strategic guidance and user training.
• AppExchange component: a published add-on that measures how page layouts are used in Salesforce.

Who it works with

The firm serves businesses in several sectors, with stated sector knowledge in retail, real estate and financial services, for both B2B and B2C customer relationships.

Key facts

• Based in: Bordeaux, France
• Partner status: Salesforce Crest partner, formerly Gold
• Recognition: Salesforce partner trophies in 2024 and 2025 at the ESMB Partner Day in Dublin
• Languages: French