SOLUTIONS

With real solution expertise for strong CRM

How do we leverage digital innovations to sustainably advance us and our customers? At the same time, we face industry-specific challenges and must confidently navigate digitalization in our professional roles. With the abundance of CRM solutions available, choosing is often difficult. Which tools do we really need? How do we meet our requirements without overcomplicating CRM?

Your personal contact

Clemens von Dincklage

CRM Strategist & Process Coach

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INDUSTRIES

Every industry has its own challenges. From our projects, we understand the specific requirements of certain industries, and you benefit from this expertise and templates, as they make many things easier and faster to implement.

Solutions

TELECOMMUNICATIONS

In the telecommunications industry, one of the biggest challenges is to efficiently design the customer journey and seamlessly integrate systems such as contract management, billing, and order management. With specially adapted CRM systems, providers can optimize these processes, automatically generate quotes, and ensure a consistent, 360-degree customer view in real time.
Solutions

CLOUD COMPUTING

For cloud computing providers (IaaS, PaaS, and SaaS), the seamless integration of billing and issue tracking into CRM creates a central source of information that efficiently connects sales and service. Promote a smooth flow of information with a specialized industry solution, eliminating the need to synchronize meaningless data. Get started now and optimize your processes for sustainable success!
Solutions

MANUFACTURING WITH SPECIALIST PARTNER MODEL

Manufacturing companies with a specialist partner model are facing new challenges: declining demand and overburdened partners require new processes. The key now is to specifically convert visitors (websites, events, etc.) into pre-qualified leads, transfer them to CRM, distribute inquiries to specialist partners, and consistently track them—and provide professional support to specialist partners and customers via automated emails or WhatsApp.
Solutions

ENERGY NETWORKS

In a dynamic industry like the energy sector, grid operators are faced with the challenge of managing disruptive technology, increasing customer demands, and regulatory requirements. Innovative CRM software is becoming key to making processes more efficient, increasing customer satisfaction, and actively shaping the energy transition.

ROLES

Whether you want to improve customer experiences, drive technological innovation, or strengthen customer loyalty, we have the tools and strategies to make your goals a reality.

For Chief Customer Officers (CCOs): Driving the Success of Customer Centricity

As Chief Customer Officer, you’ll be at the forefront of transforming customer experiences. From closing experience gaps to securing customer loyalty, your leadership defines the future of your company’s customer relationships.
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Overcoming challenges:

Creating consistent customer experiences
Eliminate gaps and improve the quality of every interaction.
Establish a 360-degree view of customers
Use integrated systems to gain comprehensive insights.
Reduce customer churn
Identify reasons for churn and increase retention.
Equip CX teams effectively
Support your teams with tools and training to achieve peak performance.

Solutions for your goals:

Culture of customer orientation
Empower teams with advanced tools to deliver exceptional service.
Increase loyalty
Reduce churn and improve long-term customer relationships.
360-degree customer view
Consolidate data and gain actionable insights that enable better decisions.
Optimize KPIs
Get customized dashboards to analyze CLV, NPS, and other metrics.

For Sales Operations Leads: Enabling Success Through Strategy and Efficiency

As a Sales Operations Lead, you are the backbone of sales success. From data management and process optimization to providing strategic insights and tools, your expertise ensures sales teams can focus on closing deals and driving revenue.
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Overcoming challenges:

Sales teams overburdened by administrative tasks
Employees lose valuable sales time on repetitive tasks.
Lack of coordination between marketing and sales
Lack of synergy affects lead quality and conversion.
Inefficient systems and delayed reports
Slow processes hinder decision-making and agility.
Challenges in area planning
Unbalanced workloads lead to suboptimal results.

Solutions for your goals:

Automation of recurring tasks
Give sales teams more time to engage with customers.
Optimization of tools and processes
Eliminate friction losses and increase efficiency.
Precise reports and pipeline analyses
Make informed decisions based on high-quality data.
Improved marketing-sales alignment
Increase lead quality and conversion rates.

For IT leaders: Simplify complexity, drive innovation

As an IT leader, you are the architect of technology-enabled success. From evaluating systems and ensuring compliance to optimizing processes and managing security, your expertise forms the technological backbone of your company.
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Overcoming challenges:

Simplify tech stacks
Reduce operational complexity and increase efficiency
Integrating AI and automation:
Use cutting-edge technologies to drive innovation.
Connecting cloud and legacy systems
Ensure seamless integration and scalability.
Ensure security and compliance
Protect your business with robust solutions.

Solutions for your goals:

Reduce operating costs
Simplify processes and save resources.
Increase productivity
Optimize systems for seamless collaboration.
Create technology roadmaps
Develop strategies that connect business and IT.
Promoting digital transformation
Stay competitive through innovative IT initiatives.

For CMOs and Vice Presidents of Marketing: Driving Growth Through Strategic Vision

As a Chief Marketing Officer or Vice President of Marketing, your vision drives growth and innovation. From developing customer acquisition and retention strategies to building brand awareness and aligning cross-functional teams, you are the driving force behind your company’s market success.
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Overcoming challenges:

Simplify tech stacks
Gain transparency into your marketing investments.
Data silos inhibit insights?
Create an integrated view of the customer journey.
Complex tools and tight budgets slowing you down?
Use intuitive technologies to optimize costs.
Balancing compliance and innovation?
Meet targets without losing creative freedom.

Solutions for your goals:

Strategy
Clear roadmaps and real-time data enable precise decisions.
ROI
Track and increase CAC, LTV and revenue growth.
Customer loyalty
Inspire customers through personalized communication and engagement.
Efficiency
Optimize processes for better collaboration and results.

For Vice Presidents of Sales: Driving Sales and Growth

As Vice President of Sales, you are at the forefront of your company’s revenue engine. From achieving ambitious sales targets to leading high-performing teams and developing winning sales strategies, your leadership shapes success across the board.
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Overcoming challenges:

Achieve ambitious sales targets
You are under constant pressure to meet and exceed targets.
Lead quality and funnel efficiency
High-quality leads and a smooth sales process are crucial.
Customer loyalty and market share
Retaining customers long-term and expanding market share requires strategic planning.
Ensure forecast accuracy
Making accurate predictions in dynamic markets remains a challenge.

Solutions for your goals:

Optimized processes
Increase efficiency through advanced tools and automated workflows.
Modern tools and analyses
Gain actionable insights to make informed decisions.
Market dynamic playbooks
Strategies that respond flexibly to market changes.
Data-driven insights
Use accurate data to identify and capitalize on growth opportunities.

For VPs in Customer Service & Support: Elevating the Customer Experience to a New Level

As VP of Customer Service & Support, you are key to delivering exceptional customer experiences. From team management and implementing cutting-edge technologies to ensuring customer satisfaction and retention, your leadership drives your company’s success and loyalty.
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Overcoming challenges:

Minimize customer churn
Identify and address the root causes before they escalate.
Increase efficiency
Automation and self-service tools reduce workload and errors.
Offer exclusive customer experiences
Inspire customers with personalized services that build long-term loyalty.
Gain insights into the customer journey
Use analytics to identify and resolve vulnerabilities.

Solutions for your goals:

First-call resolution
Solve problems on first contact and build trust.
Net Promoter Score (NPS)
Turn your customers into brand ambassadors.
Cost per ticket
Optimize processes and reduce processing costs.

technology

Systems are only as good as the tools behind them. They need to be secure and controllable, as well as easily adaptable to future requirements. We offer deep technology expertise and build on long-standing partnerships with leading CRM platform providers as well as diverse solutions and modules from third-party vendors.

Solutions

AREAS OF APPLICATION

Thanks to the easy adaptability of our turnkey CRM solutions and our strong implementation practices, your marketing, sales, and service teams can go live quickly and reliably.

Solutions

DISTRIBUTION

With their modern functionality, the sales applications help you close even more deals, increase your productivity, and fill your pipeline with even more high-quality leads.

MARKETING

Use each of your touchpoints to build and deepen personalized relationships with your audiences across email, mobile, social media, the web, and other channels.

SERVICE

From email ticket systems and knowledge bases to customer portals, SLA management, and AI automation – with our Sugar-based service solution, you can make your customer service even more reliable and faster.

PLATFORM

Optimize your business processes with the right CRM platform: generative and analytical AI, business process management, and flexible integrations for automation – available in the cloud or on-premise. Top-level security and data protection include.

CONSULTING & IMPLEMENTATION

Benefit from our expertise. We advise you on technological solutions, implement a new CRM system, or expand your existing one, and introduce innovative approaches

Lösungen

From idea to solution

Start your CRM journey with us: Tell us about your situation and goals. In joint sessions, we’ll analyze your requirements together and estimate the project scope. We’ll then develop a customized solution concept that will serve as a clear foundation for a targeted and successful implementation

Tailor-made expert assistance

Leave the entire implementation to us, or engage our experts for targeted support while you implement your CRM project yourself. Benefit from our expertise in setting up and customizing CRM solutions. This saves you time and allows you to gain valuable knowledge and experience, enabling you to handle more and more tasks independently in the future.

Seamless processes, successfull users

From the outset, plan for work-saving features to ensure high user acceptance. Ensure your CRM is filled with up-to-date data and communicates seamlessly with other applications and data sources. For customized integration requirements, you can rely entirely on our solution expertise.

Workflows that work for you

Optimize your work processes with workflow automation. Gain valuable time, reduce errors, and create more freedom for high-value tasks. We help you identify recurring processes and make them more efficient with automated solutions. Using no-code/low-code tools, we develop customized workflows that perfectly fit your requirements and are seamlessly integrated into your CRM.

Insights for better decisions

Harness the full power of your data with precise data analytics. We help you gain valuable insights from your CRM data that serve as the basis for informed decisions. From identifying relevant KPIs and metrics to developing meaningful reports, our solutions make your data analysis not only easier but also more effective. Together, we create a data-driven foundation that helps you achieve your goals faster.

Into the future with AI

Enhance your CRM with the power of artificial intelligence (AI). From generative AI for content creation to precise prediction of trends and needs, AI offers you new ways to make your processes smarter and more effective. We help you integrate innovative AI tools into your CRM solutions to take automation, data analysis, and decision-making to a new level. Use this future technology to achieve better results today.
Managed Services

Cutsomer Care

Focus on your core business – our support ensures optimal use of your CRM system. Our goal: Your employees work successfully with the system and continuously increase their productivity.

Competent support, flexible and direct

Ensure your productivity with customized support. Working with us is straightforward: You work directly with experienced developers and consultants who have intimate knowledge of your CRM solution. Our support is solution-focused and communicates flexibly – whether by email, phone, or web meeting, and in either German or English.

Security with every change

To ensure your customizations or integrations continue to function after upgrading to a newer software version or web service APIs, changes may be necessary. You can rely on us to provide proactive support and quickly adjust any minor hiccups.

Tailor-made training for your team

Effective training increases your employees’ productivity and quickly pays off. We train your team specifically based on your organization’s specific processes. We tailor the training content to your individual needs. Upon request, we can prepare your key users to conduct their own internal training sessions.

Licensing without pitfalls

We provide comprehensive advice on how to optimize your procurement process – from selecting the right products to optimized licensing terms that reduce your costs and maximize your benefits.

EVALUATION & SCOPING

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Solutions

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