Free kick-starter workshop for your CRM project

Are your leads and customers spread out in Excel files and your sales notes in sticky notes on paper or on your desktop? Do you need better information about your customers that is structured and bundled in one place?

Then you should introduce a customer relationship management (CRM) system.

So if you are thinking about it but are still unclear about the benefits and how to get started with a project, we will be happy to help you.

In a free kick-starter workshop, we will sit down with you for half a day to show you the possibilities of a CRM system, define your needs and decide which adjustments you should make.

What are the challenges?

Even if you have recognised that it is time to introduce a CRM system, it is often a long way to successful implementation and the realisation of added value.

At the beginning, there are many questions that need to be answered before such an important investment is made and which traditional implementation partners usually do not support in advance.

What costs can arise from a CRM project?

What financial and qualitative added value can a CRM system bring?

What goals should be achieved?

What needs to be considered for a successful implementation project?

We want to make it easier for you to get started and offer a free kick-starter workshop.

The aim of the workshop is to understand your needs and objectives and to gain an overview of the status quo of your core processes. Based on the free workshop, we can develop a CRM strategy and recommendations for an implementation project.

As consultants for customer relationship management (CRM) and digital sales, we know how to

- develop holistic digital strategies and goals,

- realise added value from CRM systems,

- define the right key figures to make added value measurable and

- plan agile implementation projects correctly.

How do you find a solution?

In the workshop, we define your needs and decide which adjustments need to be made.

- We present best practices of a CRM system and illustrate the advantages and potential of a solution

- We analyse the status quo of your company with regard to your digital strategy and core sales processes

- We analyse your business model, sales processes and customer groups in order to identify your biggest pain points and goals

- Based on this free workshop, we can give you an outlook on the costs and time required for a CRM project and identify the greatest added value and long-term potential for your digital growth.

What's in it for you?

We offer you an overview of the possibilities of a CRM system and an outlook on a long-term digital sales strategy without any initial investment.

We support you in defining your goals and key figures as well as the core requirements.

You will receive guidance on the scope of the financial outlay, which employees (roles) should be involved and what needs to be considered in a CRM project.

We offer best-practice solutions that enable a basic set-up for as little as €10,000.

Results of the free workshop:

- Overview of the functionalities and benefits of CRM systems

- Understanding of use cases, potential and added value for CRM in your company

- Recommendation for a project approach based on the core requirements and processes

- Evaluation of the potential costs of a CRM project