Introduction of a CRM system

Before implementing the solution, PTA conducted an initial workshop. In the course of the workshop, both the actual process within the scope of energy services and the newly defined target process were recorded and the focus was placed on the customer. An important prerequisite for the success of digitization in the company is that employees are taken along. In order to achieve the best possible result, several employees from different departments took part in the workshop. This made it possible to work out the target wish in the course of an event storming session as a template which can then be transferred into a system.