Impartial guidance to a CRM that actually gets used.
We analyse sales, marketing and service, define the requirements with you and find the CRM that suits your processes. Vendor-neutral in our recommendation, with experience from many projects.
Book a consultation appointmentTypical situations
Whether you are introducing a CRM for the first time or are unhappy with your existing system: a good decision starts with a clear look at your processes, not with a product comparison.
Excel and Outlook are no longer enough
Customer data sits in spreadsheets, mailboxes and people's heads. Often only one colleague knows who last spoke to the customer.
The CRM is not being used
The system is there, but sales does not like maintaining it. The data is incomplete and the reports are not very meaningful.
A system decision is pending
Licences are expiring or the old system has reached its end. You want to know which CRM really suits you.
Departments work in silos
Sales, marketing and service each have their own data. A shared picture of the customer is missing.
Our consulting approach
We start with your goals and your situation. Only then do we turn to technology.
01
Analyse
We document the processes in sales, marketing and service and find media breaks, duplicate data entry and bottlenecks.
02
Design
Together we develop a target picture: processes, roles, data model and the requirements for the CRM.
03
Prioritise
What brings the most benefit? We assess the requirements by benefit, effort and urgency.
04
Implement
We support selection, implementation and data migration, through to go-live if you wish.
05
Measure and improve
Usage, data quality and results become visible. From this we derive the next steps.
Results
Depending on your situation, you receive tangible results on which you can base confident decisions.
Baseline assessment
A clear analysis of your customer processes with strengths, weaknesses and potential.
Requirements catalogue
The requirements of sales, marketing and service, aligned and prioritised.
System decision
A transparent, reasoned recommendation of which CRM suits you.
Target picture and data model
How processes, roles and data work together in the new or existing system.
Roadmap
Stages with effort, sequence and dependencies, so that the implementation becomes plannable.
Acceptance in the team
Users are involved from the start, so that the CRM is actually maintained later on.
Our principles
Five principles guide every consulting project, plus a sixth: we only recommend what suits you.
Goals first
The starting point is your business goals, for example more deals, better customer loyalty or less effort.
Processes before tools
We understand your processes before we talk about systems.
Build on what exists
Existing systems and investments are taken into account. Something new is only added where it clearly adds value.
Step by step
Prioritised measures in realistic stages, with early results.
Measurable results
Jointly defined key figures show whether the change is working.
Impartial
We are partners of SugarAI and Microsoft. Even so, we only recommend what suits you, even if that is your existing system.
Your starting point
If you would like your own assessment first, start with one of our online checks. Anonymous and without sign-up.
Online checks
In two minutes you see where your biggest lever lies.
Platforms we know
We know the common systems from projects and advise independently of which one you use today.
SugarAI
Microsoft Dynamics 365
Sugar Market
Dynamics 365 Customer Insights
ERP systems such as SAP
Marketing automation
Telephony (CTI)
BI and reporting
Working together
We do not offer fixed packages. The scope and form of the consulting depend on your project.
Initial consultation
Free of charge: we listen and get to know your situation.
Scoping
Whether a workshop, interviews or an on-site analysis makes sense, we decide together.
Proposal
You receive a proposal for approach and effort that fits your project.
Consulting
We work closely with your teams and document the results transparently.
Implementation on request
On request, we also implement the recommendations, all from a single source.
From practice · Consulting and logistics
For a consulting and logistics company, we mapped the sales structure with controlling and approval workflows, connected the CRM to ERP and the mail system and synchronised it with Microsoft Dynamics.
140
users work with shared sales management.
In use
Sugar · Microsoft Dynamics · ERP · Workflows
FAQ
Yes. We are partners of SugarAI and Microsoft and know both systems well. Even so, our recommendation is based solely on your requirements, and sometimes it is to make better use of the existing system.
That depends on the scope. After the free initial consultation, you receive a proposal that fits your project. We do not offer fixed packages.
No. Whether a workshop, interviews with individual departments or an on-site analysis makes sense, we decide together.
Especially then. Better processes, clean data and targeted adjustments can often get much more out of the existing system.
Yes, on request; then consulting and implementation come from a single source. But you can just as well implement the results with your own team.
That depends on your situation and the scope. A first baseline assessment can often be done quickly; we support larger projects over several stages.
We show you how automated workflows turn contacts into real customers.
Write to us
Prefer to talk directly?
Choose an available slot directly in our calendar, free of charge and without obligation. We will discuss your requirements and show you possible solutions.
Choose an appointment