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CRM evaluation
The right solution for your company with PTA IT consulting
The key to successful customer management
- Strategic relevance: The right CRM system is a key success factor for sustainable growth.
- Optimized customer relationships: A good CRM solution strengthens loyalty, service and sales.
- Efficiency through data: Centralized management of your customer data improves workflows and decision-making processes.
- More sales performance: A well thought-out CRM system measurably increases the efficiency of your sales process.
- Individual advice: Our experts provide you with manufacturer-independent support in selecting a solution that is exactly right for you.
Strong partners for your CRM strategy
With Microsoft, Salesforce and SAP, you have the leading providers at your disposal, whose solutions we match specifically with your requirements in order to achieve the best possible added value for your company.
Dynamics 365 integrates CRM and ERP on one platform and intelligently prepares all types of data. This makes it easier for you to proactively gain insights to accelerate your business processes.
- Flexible, standard can be extended most easily
- Possibility to use on-premise
- ERP solution in the cloud available on one platform
- Native integration with Office world
- Transparent pricing policy
Salesforce is a web-based CRM for sales, marketing and customer service – all on one platform. Connect with your customers in new ways – with the world’s leading CRM platform.
- Cloud-native
- Highest number of modules
- Exceptional functional depth in the individual modules
- Innovation driver through cloud-native strategy
- Pioneer and market leader in cloud-based CRM platforms
SAP C/4HANA is a generic term for SAP’s combined customer experience solutions. This puts your customers at the center of your business activities.
- Consistency of the processes
- Native integration with ERP
- Industry templates available – use of state-of-the-art processes (financial, manufacturing)
- Wide variety of products – a company could use SAP products completely
- Transparent pricing policy
Why CRM evaluation is so important
Those who evaluate create reliable findings and obtain a clear requirements profile of what a CRM system must bring to the table in order to be optimally integrated into the company organization. A CRM system is not just software, but the heart of your customer interactions. It connects your sales teams, marketing and customer service.
Evaluating a CRM system ensures that you find a suitable solution that:
- Your specific business requirements met
- is user-friendly and accepted by your workforce
- is compatible with your existing systems
- is quickly scalable and grows flexibly with your company
Download our white paper
To give you more in-depth insights into the topic of CRM evaluation, we recommend our white paper entitled “CRM evaluation – five phases to the perfect solution”. Find out how you can make the right CRM decision with a structured, vendor-neutral approach – incl. CRM maturity check . Simply click here to download:
Rely on our wide-ranging expertise to find a CRM system that improves your customer relationships, streamlines processes, increases your sales and maximizes your efficiency.
This is what the PTA evaluation process looks like
The structured evaluation methodology of our CRM experts is divided into the following six phases:
Together we define where you stand today. To do this, our CRM experts carry out a detailed analysis of your current situation based on user feedback. In this way, we describe the sales processes currently used in your organization and uncover potential for improvement. In this first phase, we define together which requirements and functionalities your future CRM solution must cover.
Based on the results obtained in phase 1, we analyze the CRM landscape for you and identify the CRM solutions that best suit your industry and your requirements. We create a shortlist of manufacturers based on a market analysis, which we compile with the help of industry references or on the basis of internal, strategic aspects. If required, we can also filter this using the regularly compiled results on the CRM vendor landscape from leading analyst firms such as Gartner or Forrester.
Once we have compiled the shortlist of suitable CRM vendors, we support you in phase 3 with the creation of a criteria catalog. This will help you to find the ideal CRM system that is precisely tailored to your specific requirements. As not all criteria are equally important, we draw up an evaluation scheme and weight the individual criteria.
Based on the previously developed list of criteria, we compare and evaluate the most important CRM systems for you in terms of available functions, integration options, price-performance ratio and user-friendliness. The degree of fulfillment can be determined through internal user surveys or external manufacturer presentations. To complete the comparison and enable a holistic evaluation, we carry out a total cost calculation for relevant CRM systems during their life cycle (total cost of ownership). Based on this, we provide you with a printable make-or-buy decision template.
To subsequently ensure that the CRM system you have selected also meets your requirements, we offer you the opportunity to test the CRM solution in detail or to experience the CRM system in practice together with our CRM team as part of a pilot project.
Once you have selected the right CRM system, we will be happy to support you with the implementation and seamless integration of your new CRM system. In this way, our CRM experts will ensure that you have a smooth transition to the new CRM world and that you can fully exploit the potential of your new CRM solution.
Which factors are decisive for success when selecting a CRM system
Functionalities and features
From managing your contacts to lead management and extensive analysis functions - make sure that the CRM system also offers the functions that you need in your company.
Security and data protection
As CRM systems store and process sensitive customer data, it is crucial to use a system that meets the highest security standards and complies with all data protection regulations.
Integration into existing system landscapes
A modern and powerful CRM system should be able to be seamlessly integrated into your existing IT landscape. This allows you to break down data silos and avoid redundant processes.
User friendliness
An intuitive, easy-to-use CRM not only increases the efficiency of your processes across departments, it also promotes acceptance within your workforce.
Scalability and flexibility
Your CRM solution should be able to grow variably with your company and enable quick adaptations to changing market requirements.
We will be happy to advise you!
Contact our CRM experts today for a no-obligation consultation - together we will find the solution that really suits your requirements.
Benefit from our CRM expertise
With our many years of experience in CRM consulting and implementation, we can help you select the best CRM system for your business goals. We understand the requirements and challenges of companies in your industry and offer customized advice to find the right solution for you, regardless of the manufacturer. Rely on our wide-ranging expertise to find a CRM system that improves your customer relationships, streamlines processes, increases your sales and maximizes your efficiency.
Do you have further questions or are you planning to introduce a new CRM system? Rely on the know-how of our CRM experts and let us take the first step towards successful customer management together. Contact us today for a no-obligation consultation.
