CRM Kickstart

You determine the criteria and priorities. We bring the method with us and know the strengths of the providers. You decide on one of the market leaders.

Within a short time a system will be ready for you to start the test operation.

In a workshop we will jointly determine which sample process you would like to use for the evaluation. We map this business process using configuration in the CRM system.

You fill our predefined data sheets with your customer data. We import the data into the CRM system so that you can test in your data context.

We train your selected test team and get you successfully to the start. Our coach will support your team during the agreed test period

Together we evaluate the test and discuss the next steps.

Your users urgently need mobile solutions? Our experts “mobilise” all process-supporting data and functions in the areas of sales, service, marketing and social.

You put more into it than you get out? KPI’s and reports are necessary corporate management tools. We ensure that you have the right key figures and that you know where you are profitable.

You work with network drives to store documents? We integrate process-related filing systems into your CRM system by means of DMS, so that you can find the offer in the quotation.

Your IT landscape is complex, only your CRM system doesn’t know that? Our integration specialists connect the important data flows with your CRM system, so that your ERP system knows when a customer address has changed.

You have many data records in your previous CRM system and therefore do not want to enter the new CRM world? We migrate your data cost-effectively and reliably so that you can quickly and easily access the new digital world.

Your customers already get premium service, but the price is too high? Our experts will help you to improve your internal and external service processes through optimal use of software.

You need both – more transparency and more efficiency in your sales processes? Our CRM consultants work with you to develop the best possible user guidance through your sales and marketing process.

Does your trade fair appearance involve a lot of manual work for the sales staff? We help you to make your lead capture and processing faster and more effective – from business card scanning to evaluation and writing letters to prospective customers.

Do you still consider a quotation calculation to be real craftsmanship? With the help of our specialists you can automate the preparation of quotations in many areas – and concentrate on the approval process.

Do you want to improve your customer experience? Our experts in the areas of sales, service, marketing and social media will work with you to optimise all important areas.

Does digitisation mean more to you than storing a photo electronically? Then you should talk to our analysts about process analysis and business process modelling (BPM) – together we will discover optimisation potential and implement it.

Some customers appear several times in your system? From fuzzy searches and duplicate cleansing to the merging of duplicate data records – data quality is our speciality.