SOLUTIONS
CRM solutions: people, processes, software
The software provides the individual process building blocks. Our expertise lies one level above: knowing which building blocks a specific business situation needs, how to implement them cleanly, and how to shape the change management. The vendor delivers the building blocks, we deliver the finished structure.
Built around your business processes
See where we go deep in implementation – Salesforce replacement included. Our work draws on 20 years of CRM consulting across more than 800 projects, 87 of them full system rollouts.
From interest to contract
For complex B2B sales: enquiry, qualification, quotation and contract in one continuous process – with performance indicators at every stage.
Manufacturer–dealer orchestration
For manufacturers selling through partners: from the website enquiry through partner routing to transparent performance management of your dealer network.
From one-off sales to recurring revenue
For companies building recurring revenue: CRM, billing and lifecycle as one joined-up system – including renewals, upsells and churn management.
Salesforce replacement
For companies pursuing digital sovereignty as a strategy: a structured move to software with a familiar interface – data and processes carry over.
Our approach
The reliable process with which we bring CRM projects to success – from the first assessment to ongoing operations.
01
Discovery
Needs check, software demo, trial setup or proof of concept, assessment
02
Concept
Analysis of business processes, goal definition, project planning, proposal
03
Implementation
Customizing, data migration, automation, user acceptance testing (UAT), adjustments
04
Onboarding
Usability optimization, reconfiguration, change management
05
Customer Success
Usage measurement, showing new features with added value, needs-oriented expansion