CRM consulting and system selection

• Experienced consultants

  Experienced industry experts and consultants with extensive expertise in cloud technologies.

• IT architecture

  System mapping and strategic IT architecture consulting.

• Process consulting

  Process analysis and process consulting for all customer-facing processes, above all sales, marketing and service.

• Project and change management

  So that the new system is not only introduced but also embraced.

Requirements definition and system selection

What we provide for you

We support you in defining the requirements for your CRM and digitalisation project and in selecting the cloud solution that fits your goals, processes, business model and company size. We are also happy to help with tender documents and business cases.

made with AI

• Vision and mission

  Developing a vision and mission for your customer-related business goals.

• Business cases

  Calculating business cases for selected scenarios.

• SMART measures

  Defining measures that are specific, measurable, achievable, relevant and time-bound.

• Process capture

  Capturing and documenting processes for tenders and concept phases.

• Vendor evaluation

  Creating vendor and effort evaluation sheets and frameworks.

• Tender and selection

  Supporting your tender processes and assisting with vendor selection and evaluation.

In doing so, we use tools such as the Salesforce V2MOM approach (Vision, Values, Methods, Obstacles, Measures) and process checklists for sales, service, marketing and integration. We help you document your IT infrastructure and processes efficiently.

• Data strategy and customer analytics

  We help you build a 360-degree view of your customers and make it available to your operational processes through the right KPIs, dashboards and reports.

• Lead management

  Acquiring new customers is usually more complex than cross- or upselling, not least because marketing and sales share the lead management process.

• Customer journey mapping

  Our journey mapping workshops help you gain insight into your customer journeys across the customer lifecycle, with a focus on what can actually be implemented.

• Inbound methodology

  Customers at the centre: building trust, sparking interest, continuously adding value — and so creating lasting relationships with prospects and customers.