Access & security
Cloud access, a permissions concept and secure sign-in for employees outside the office.
Checklist
Remote work & CRM systems
Distributed teams, one shared CRM: this checklist helps you verify whether your CRM platform is set up for location-independent work – from access and security through processes and data quality to the question of which operational tasks are better placed in managed services.
This page was rebuilt during the website migration; its content is currently under editorial review.
What the checklist covers
Processes & collaboration
End-to-end sales and service processes that do not depend on hallway conversations.
Data quality in a distributed team
Binding standards for maintenance and documentation when nobody sits next door.
Operations & managed services
Which administration and operations tasks to keep in-house – and which to hand over.
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