A CRM your team actually uses.
We advise you, choose the right system with you and implement it: SugarAI or Microsoft Dynamics 365. After that, we support your CRM in day-to-day operation. Partner of SugarAI and Microsoft, directly from Bochum since 2007.
Start the CRM CheckYour added value
A CRM pays off in everyday work. We set it up so that sales, marketing and service are noticeably relieved and management always knows where the company stands.
One customer history for everyone
Sales, marketing and service see the same information. Nobody has to search through mailboxes or ask colleagues any more.
A forecast you can rely on
Pipeline and sales forecast are available at the push of a button, without updating Excel at the end of the month.
No lost enquiries
Every lead reaches the right contact person and is followed up until a decision is made.
Less manual work
Follow-ups, quotes and campaigns run automatically. Your team has more time for conversations with customers.
Our services
Everything from a single source, from the initial analysis to ongoing operation, for sales, marketing and customer service. You have a dedicated contact person who knows your CRM and your processes.
Consulting & strategy
We analyse your sales, marketing and service processes and define with you what your CRM needs to do.
System selection
We compare SugarAI and Microsoft Dynamics 365 against your requirements and recommend the system that suits you.
Implementation & customisation
We set up the CRM, map your processes and adapt fields, views and workflows to your day-to-day work.
Data migration
We transfer your data from Excel, legacy systems or mailboxes, clean up duplicates and ensure a clean start.
Integration
We connect your CRM with ERP, e-mail, telephony, website and project tools so that data only need to be maintained once.
Training, support & operation
We train your team, support the go-live and continue to develop your CRM in operation, including with our own extensions such as pro.sugar.
Systems
As a certified SugarAI implementation partner and Microsoft Partner, we work with both systems. We decide together which one suits you, based on your processes, your IT landscape and your goals.
SugarAI
An intelligent CRM solution that combines AI functions with flexible customisation. It suits you if you want to tailor your CRM closely to your processes and expand it with your own extensions.
Microsoft Dynamics 365
Seamlessly integrated into Outlook, Teams and Microsoft 365 and scalable for companies of any size. It suits you if your team already works in the Microsoft environment.
Approach
From the start of the project, we place great emphasis on comprehensive support. For us, this includes advice on choosing the right system. In a detailed requirements analysis, we work with you to analyse your individual needs and guide you through the entire selection process.
Requirements analysis
Together we analyse your processes, goals and individual needs.
System selection & concept
We recommend the right system and design the data model and processes.
Implementation & integration
We set up the CRM, transfer your data and connect existing applications.
Training & go-live
Your team is trained so that the new system is used from day one.
Operation & further development
Even after go-live, we support you with support, maintenance and new features.
From practice · Retail & e-commerce
A retail company had its customer data spread across several systems. We brought everything together in Sugar, with two-way data exchange with SAP, migration of legacy data and replacement of the old shop. Repair processes and customer satisfaction now run in the same system.
50
Users in sales, marketing and the call centre work with a shared customer view.
In use
Sugar · Two-way SAP integration · Call centre · Customer satisfaction measurement
White paper
Free white paper
✓ The 7 most common mistakes in CRM implementation
✓ Checklist for system selection
✓ Roadmap in five stages
Part of the route
01 Lead
02 Opportunity
03 Order
04 Project
05 Resources
06 Delivery
07 Result
08 Customer loyalty
The CRM is the beginning and the end of the route: this is where demand is created, and this is where every good project pays off in customer loyalty. We implement marketing automation directly in SugarAI or Dynamics, or we connect your existing tool, such as Brevo, via an interface. We support both.
FAQ
Customer relationship management (CRM) refers to the systematic management of your customer relationships. A CRM system brings together all information on customers, contacts and interactions in one place, from the first enquiry through quotes and orders to service. This way, sales, marketing and service work from the same data instead of scattered Excel lists and mailboxes.
That depends mainly on the number of users, the scope of customisation and the interfaces. After the requirements analysis, you receive a transparent quote with a clear scope. Our CRM Check gives you a first impression of where you stand.
That depends on the scope. We plan in stages: the most important processes go live first, then we expand step by step. This way, your team works with the system early on and gives direct feedback.
Dynamics 365 plays to its strengths if you already work extensively with Microsoft 365. SugarAI stands out for its flexibility, AI functions and our own extensions. We advise you based on your requirements and recommend the system that suits you.
Yes. We transfer data from Excel, older CRM systems or other sources, clean up duplicates and check the quality before your team starts working with the new system.
Yes. We take care of support, maintenance and further development, directly from Bochum. Your contact person knows your system and your processes.
We listen to your requirements and show you which CRM system suits your company.
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.
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