CRM CONSULTING FOR MID-SIZED COMPANIES
Up to 40% lower costs for your
CRM platform
We combine HubSpot, Salesforce or your own data-sovereign EU platform with ready-made solutions such as customer and partner portals, automation and AI. That way you save up to 40% of your CRM costs.
made with AI
Happy clients
More than 300 clients across industries
From more than 600 CRM projects in retail, industry and services – from mid-sized companies to corporate groups.
20
years of CRM experience
600+
successful CRM projects
300+
clients across industries
42+
Ready-to-use templates, apps and solutions
CRM success
Use cases and solutions
Leading CRM platforms already cover most functions – for everything else we build best-of-breed CRM ecosystems.
References
What it comes down to.
Three projects, measured by their results.
Jedox
54% more marketing qualified leads
HubSpot
Read the story
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Globale Salesforce-Transformation
Quotes in hours instead of days
Automated lead-to-order processes with Revenue Cloud, CPQ templates and Marketing Cloud.
Salesforce
Read the story
NEC
Automated partner portal
Partner portal and price list management run fully automated on Salesforce.
Custom Solutions
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CRM consulting & design
We make your processes work
We help your company grow profitably with CRM automation and a practical roadmap for using AI.
1. CRM goals and strategy
Management workshops for more success with your CRM: goals, KPIs, ownership.
2. Requirements
Process analysis and optimisation plus a structured requirements definition.
3. CRM selection
Neutral comparison and selection of the CRM platform that fits your business.
4. Audit & health check
Review of your HubSpot or Salesforce setup: data quality, processes, licences, automation.
5. Data & AI strategy
Analysing, integrating and consolidating your data as the basis for analytics and AI tools.
6. Integration
Data, system and process integration of your CRM with ERP, LLMs and other systems.
Salesforce Marketing Cloud Next
Salesforce is rebuilding marketing. We get you across.
Marketing Cloud Next does not replace Engagement and Account Engagement overnight — but that is where the innovation happens. What changes, what Growth and Advanced cost and how to move without a cut-over date: on one page.
AI expertise for HubSpot and Salesforce
AI tools and integrations in HubSpot and Salesforce
Built-in AI features, MCP connections or leading AI tools and models: each route has its merits. We help you choose the one that fits you, with an eye on cost, security, compliance and EU data sovereignty.
Awards & Recognition
factory42 – recognised by our clients and independent analysts
CRM best practices
CRM knowledge, always up to date
Practical tips and long-term experience for getting real value out of your CRM.
- 01
HubSpot credits under control: check usage and set the right limits
How to make HubSpot credit consumption transparent and set limits before costs take you by surprise.
- 02
Attention & attenzione: email marketing in France and Italy is changing
New requirements for consent and deliverability — and what they mean for international campaigns.
- 03
HubSpot Spring Spotlight 2026: four launches you should know
The most important new releases at a glance — and how to build them into your processes sensibly.
- 04
HubSpot cleanup 2026: five quick steps to clean data
Duplicate records, old workflows, unused properties: how to cut cost and raise data quality.
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