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.
Thought from the business process, not from the industry
See the focus areas where we go deep into implementation, Salesforce replacement included. We look beyond the boundaries of individual industries at the bigger picture and bring in fresh impulses.
From interest to contract
For B2B sales with products that need explaining: from first contact through proposal and systematic follow-up to a reliable forecast.
Manufacturer–dealer orchestration
For manufacturers with indirect sales: from the website inquiry through partner routing to transparent performance management of your dealer network.
From one-time sale to recurring revenue model
For companies building recurring revenue: CRM, billing, and lifecycle from a single source – including renewals, upsells, and churn management.
Salesforce replacement
For companies with Salesforce as their CRM: an honest evaluation of whether a switch makes sense – and a structured migration with a familiar interface where it fits.
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