{"id":1371,"date":"2026-10-01T13:20:53","date_gmt":"2026-10-01T11:20:53","guid":{"rendered":"https:\/\/newsite.provalida.de\/?page_id=1371"},"modified":"2026-10-19T16:15:57","modified_gmt":"2026-10-19T14:15:57","slug":"crm","status":"publish","type":"page","link":"https:\/\/www.provalida.de\/en\/crm\/","title":{"rendered":"CRM"},"content":{"rendered":"
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Customer Relationship Management<\/h1>\n\t\t\t\t\t

A CRM your team actually uses.<\/p>\n\t\t\t\t\t

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.<\/p>\n\t\t\t\t\t\n\tStart the CRM Check\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n

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Your added value<\/p>\n\t\t\t\t\t

What changes in your company<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n

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One customer history for everyone<\/p>\n\t\t\t\t\t

Sales, marketing and service see the same information. Nobody has to search through mailboxes or ask colleagues any more.<\/p>\n\t\t\n<\/div>\n

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A forecast you can rely on<\/p>\n\t\t\t\t\t

Pipeline and sales forecast are available at the push of a button, without updating Excel at the end of the month.<\/p>\n\t\t\n<\/div>\n

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No lost enquiries<\/p>\n\t\t\t\t\t

Every lead reaches the right contact person and is followed up until a decision is made.<\/p>\n\t\t\n<\/div>\n

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Less manual work<\/p>\n\t\t\t\t\t

Follow-ups, quotes and campaigns run automatically. Your team has more time for conversations with customers.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Our services<\/p>\n\t\t\t\t\t

What you get from us<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n

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Consulting & strategy<\/p>\n\t\t\t\t\t

We analyse your sales, marketing and service processes and define with you what your CRM needs to do.<\/p>\n\t\t\n<\/div>\n

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System selection<\/p>\n\t\t\t\t\t

We compare SugarAI and Microsoft Dynamics 365 against your requirements and recommend the system that suits you.<\/p>\n\t\t\n<\/div>\n

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Implementation & customisation<\/p>\n\t\t\t\t\t

We set up the CRM, map your processes and adapt fields, views and workflows to your day-to-day work.<\/p>\n\t\t\n<\/div>\n

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Data migration<\/p>\n\t\t\t\t\t

We transfer your data from Excel, legacy systems or mailboxes, clean up duplicates and ensure a clean start.<\/p>\n\t\t\n<\/div>\n

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Integration<\/p>\n\t\t\t\t\t

We connect your CRM with ERP, e-mail, telephony, website and project tools so that data only need to be maintained once.<\/p>\n\t\t\n<\/div>\n

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Training, support & operation<\/p>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Systems<\/p>\n\t\t\t\t\t

SugarAI or Microsoft Dynamics 365?<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n

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SugarAI<\/p>\n\t\t\t\t\t

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.<\/p>\n\t\t\t\t\t

\n\t\tMore about SugarAI\n\t<\/a><\/p>\n\t\t\n<\/div>\n

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Microsoft Dynamics 365<\/p>\n\t\t\t\t\t

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.<\/p>\n\t\t\t\t\t

\n\t\tMore about Microsoft\n\t<\/a><\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Approach<\/p>\n\t\t\t\t\t

How we support and deliver your CRM project<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\n<\/div>\n

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Requirements analysis<\/p>\n\t\t\t\t\t

Together we analyse your processes, goals and individual needs.<\/p>\n\t\t\n<\/div>\n

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System selection & concept<\/p>\n\t\t\t\t\t

We recommend the right system and design the data model and processes.<\/p>\n\t\t\n<\/div>\n

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Implementation & integration<\/p>\n\t\t\t\t\t

We set up the CRM, transfer your data and connect existing applications.<\/p>\n\t\t\n<\/div>\n

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Training & go-live<\/p>\n\t\t\t\t\t

Your team is trained so that the new system is used from day one.<\/p>\n\t\t\n<\/div>\n

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Operation & further develop\u00adment<\/p>\n\t\t\t\t\t

Even after go-live, we support you with support, maintenance and new features.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t\n\tGet in touch now\n<\/a>\n\t\t

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Your starting point<\/p>\n\t\t\t\t\t

CRM Check<\/h3>\n\t\t\t\t\t

How well does your CRM really work? Eight short questions on data quality, sales, marketing, service and integration. Anonymous, no registration, in two minutes.<\/p>\n\t\t\t\t\t

\n\t\tStart the CRM Check\n\t<\/a><\/p>\n\t\t\t\t\t

\n\t\tPrefer to talk directly? Book an appointment \u2192\n\t<\/a><\/p>\n\t\t\n<\/div>\n

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What you get<\/p>\n\t\t

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01<\/p>\n\t\t\t\t\t

An assessment of your sales, marketing and service processes<\/p>\n\t\t\n<\/div>\n

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02<\/p>\n\t\t\t\t\t

A look at data quality, usage and interfaces<\/p>\n\t\t\n<\/div>\n

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03<\/p>\n\t\t\t\t\t

Specific, prioritised recommendations for the next steps<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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From practice \u00b7 Retail & e-commerce<\/p>\n\t\t\t\t\t

One customer view for sales, marketing and call centre<\/h2>\n\t\t\t\t\t

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.<\/p>\n\t\t\t\t\t

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50<\/p>\n\t\t\t\t\t

Users in sales, marketing and the call centre work with a shared customer view.<\/p>\n\t\t

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In use<\/p>\n\t\t\t\t\t

Sugar \u00b7 Two-way SAP integration \u00b7 Call centre \u00b7 Customer satisfaction measurement<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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White paper<\/p>\n\t\t\t\t\t

CRM
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Free white paper<\/p>\n\t\t\t\t\t

Knowledge to
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\u2713 The 7 most common mistakes in CRM implementation
\u2713 Checklist for system selection
\u2713 Roadmap in five stages<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Request the white paper<\/h3>\n\t\t
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