System-independent CRM consulting

If you are thinking about implementing a CRM system but don't know where to start and are unclear about the costs and process changes involved, we can help.

With us, you can start with the analysis and specification phase without committing to a CRM tool or implementation partner.

With us, you can commission and carry out the individual phases of the project separately. This allows you to remain independent and flexible in the evaluation and decision-making process.

What are the challenges?

It is often difficult to define a starting point and the first steps in digital projects.

Where do we want to go? What financial and qualitative added value and progress do we want to achieve? What does this mean for our corporate structures and processes?

In order to develop a clear vision, goals and strategy out of this fog, consulting with CRM experts can be helpful. With their knowledge and many years of experience, they can support companies in the decision-making and strategy development process.

As customer relationship management (CRM) consultants and digital sales experts, we can advise you on how to

- develop a holistic digital sales, marketing and customer loyalty strategy

- compare financial risks with key financial figures in order to make an informed decision about investments in sales and CRM, and

- digitally set up and optimise sales and existing customer processes.

We want to give you an honest and realistic overview of the advantages and possibilities of a CRM system with digital sales processes so that you can make an informed decision about investments in your future more quickly.

How do you arrive at a solution?

Using several iterative workshops, employee and expert interviews, we analyse the status quo and your company's current processes.

We take a goal-orientated approach and develop specific, usable results in each workshop.

All findings are iteratively validated in order to recognise and counteract discrepancies between different areas.

What's in it for you?

We support you in developing a clearly defined customer strategy or vision for your company as a starting point for a potential CRM system implementation.

You receive an assessment of the business and financial risks and prospects of introducing a CRM solution, which forms a solid basis for management decision-making on how to proceed.

We record your most important customer-related processes and requirements and support you in optimising them in the digital area using best practices and our expertise.

Based on the requirements and goals that have been developed, we create a phase concept that provides you with a plan for the efficient implementation of fundamental requirements and the rapid realisation of added value.

Package 1: Development of the digital strategy

Contents:

- Development of the vision and goals

- Introduction of CRM best practices in the industry

- Development of a long-term digital strategy for sales and customer relationships

- Identification and evaluation of core user requirements

- Outlining the most important end-to-end processes

- Advantages

- Holistic expertise in sales, branding/advertising, marketing and customer loyalty

- Deliverables

- Vision statement

- Clearly formulated goals

- Clearly defined, measurable KPIs

- Process map

- Clarity about the benefits of a CRM system, its processes and strategy

Package 2: Analysis and specification phase

- Contents:

- Elaboration of the holistic business case and derivation of the most efficient opportunities for success

- Detailed specification of the most important end-to-end processes and the corresponding sub-processes

- Development of the greatest risks and project-related pain points

- Definition of the project phases, the project approach and the roles

- Benefits

- Clarity about risks and benefits

- Complete concept and requirements documentation

- Basis for decision-making

- Clarity about the project plan and responsibilities

- Rapid procedure

- Results

- Project management plan

- Technical requirements document

- Business process model

- Profitability and risk analysis, as well as system and implementation recommendation

Package 3: Training concept

We also offer you the development of a training concept tailored to your users. This enables you to engage and motivate your users during and after a CRM system implementation.

Our training concept is based on behavioural economics principles and counteracts the human behavioural patterns of bias, impatience and social patterns. With practical, attractive and interactive user training and documentation, we create an understanding of the necessity and benefits of the new solution and increase the willingness to use the system correctly.

Participants in our training courses say that the content was well organised, understandable and practical.

- Advantages

- Tested training concept

- Practical exercises

- Customised for users

- Results

- Training documents with practical exercises and step-by-step instructions and checklists

- User commandments from tips & tricks and rules developed during training

- Videos of the training sessions