{"id":2189,"date":"2026-10-29T21:40:57","date_gmt":"2026-10-29T20:40:57","guid":{"rendered":"https:\/\/www.provalida.de\/?page_id=2189"},"modified":"2026-10-29T21:40:57","modified_gmt":"2026-10-29T20:40:57","slug":"crm-beratung","status":"publish","type":"page","link":"https:\/\/www.provalida.de\/en\/crm\/crm-beratung\/","title":{"rendered":"CRM consulting"},"content":{"rendered":"
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CRM consulting<\/h1>\n\t\t\t\t\t

Impartial guidance to a CRM that actually gets used.<\/p>\n\t\t\t\t\t

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.<\/p>\n\t\t\t\t\t\n\tBook a consultation appointment\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n

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Typical situations<\/p>\n\t\t\t\t\t

When CRM consulting pays off<\/h2>\n\t\t\t\t\t

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

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Excel and Outlook are no longer enough<\/p>\n\t\t\t\t\t

Customer data sits in spreadsheets, mailboxes and people's heads. Often only one colleague knows who last spoke to the customer.<\/p>\n\t\t\n<\/div>\n

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The CRM is not being used<\/p>\n\t\t\t\t\t

The system is there, but sales does not like maintaining it. The data is incomplete and the reports are not very meaningful.<\/p>\n\t\t\n<\/div>\n

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A system decision is pending<\/p>\n\t\t\t\t\t

Licences are expiring or the old system has reached its end. You want to know which CRM really suits you.<\/p>\n\t\t\n<\/div>\n

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Departments work in silos<\/p>\n\t\t\t\t\t

Sales, marketing and service each have their own data. A shared picture of the customer is missing.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Our consulting approach<\/p>\n\t\t\t\t\t

Five phases to the right CRM<\/h2>\n\t\t\t\t\t

We start with your goals and your situation. Only then do we turn to technology.<\/p>\n\t\t\n<\/div>\n

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

Analyse<\/p>\n\t\t\t\t\t

We document the processes in sales, marketing and service and find media breaks, duplicate data entry and bottlenecks.<\/p>\n\t\t\n<\/div>\n

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

Design<\/p>\n\t\t\t\t\t

Together we develop a target picture: processes, roles, data model and the requirements for the CRM.<\/p>\n\t\t\n<\/div>\n

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

Prioritise<\/p>\n\t\t\t\t\t

What brings the most benefit? We assess the requirements by benefit, effort and urgency.<\/p>\n\t\t\n<\/div>\n

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04<\/p>\n\t\t\t\t\t

Implement<\/p>\n\t\t\t\t\t

We support selection, implementation and data migration, through to go-live if you wish.<\/p>\n\t\t\n<\/div>\n

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05<\/p>\n\t\t\t\t\t

Measure and improve<\/p>\n\t\t\t\t\t

Usage, data quality and results become visible. From this we derive the next steps.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Results<\/p>\n\t\t\t\t\t

What you get from the consulting<\/h2>\n\t\t\t\t\t

Depending on your situation, you receive tangible results on which you can base confident decisions.<\/p>\n\t\t\n<\/div>\n

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Baseline assessment<\/p>\n\t\t\t\t\t

A clear analysis of your customer processes with strengths, weaknesses and potential.<\/p>\n\t\t\n<\/div>\n

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

The requirements of sales, marketing and service, aligned and prioritised.<\/p>\n\t\t\n<\/div>\n

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

A transparent, reasoned recommendation of which CRM suits you.<\/p>\n\t\t\n<\/div>\n

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Target picture and data model<\/p>\n\t\t\t\t\t

How processes, roles and data work together in the new or existing system.<\/p>\n\t\t\n<\/div>\n

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Roadmap<\/p>\n\t\t\t\t\t

Stages with effort, sequence and dependencies, so that the implementation becomes plannable.<\/p>\n\t\t\n<\/div>\n

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Acceptance in the team<\/p>\n\t\t\t\t\t

Users are involved from the start, so that the CRM is actually maintained later on.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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

How we advise<\/h2>\n\t\t\t\t\t

Five principles guide every consulting project, plus a sixth: we only recommend what suits you.<\/p>\n\t\t\n<\/div>\n

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Goals first<\/p>\n\t\t\t\t\t

The starting point is your business goals, for example more deals, better customer loyalty or less effort.<\/p>\n\t\t\n<\/div>\n

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Processes before tools<\/p>\n\t\t\t\t\t

We understand your processes before we talk about systems.<\/p>\n\t\t\n<\/div>\n

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Build on what exists<\/p>\n\t\t\t\t\t

Existing systems and investments are taken into account. Something new is only added where it clearly adds value.<\/p>\n\t\t\n<\/div>\n

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Step by step<\/p>\n\t\t\t\t\t

Prioritised measures in realistic stages, with early results.<\/p>\n\t\t\n<\/div>\n

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Measurable results<\/p>\n\t\t\t\t\t

Jointly defined key figures show whether the change is working.<\/p>\n\t\t\n<\/div>\n

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Impartial<\/p>\n\t\t\t\t\t

We are partners of SugarAI and Microsoft. Even so, we only recommend what suits you, even if that is your existing system.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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

Assess yourself first, then talk<\/h2>\n\t\t\t\t\t

If you would like your own assessment first, start with one of our online checks. Anonymous and without sign-up.<\/p>\n\t\t\n<\/div>\n

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Online checks<\/p>\n\t\t\t\t\t

In two minutes you see where your biggest lever lies.<\/p>\n\t\t

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

\n\t\tProcess Check\n\t<\/a><\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Platforms we know<\/p>\n\t\t\t\t\t

We know the common systems from projects and advise independently of which one you use today.<\/p>\n\t\t

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

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

Sugar Market<\/p>\n\t\t\t\t\t

Dynamics 365 Customer Insights<\/p>\n\t\t\t\t\t

ERP systems such as SAP<\/p>\n\t\t\t\t\t

Marketing automation<\/p>\n\t\t\t\t\t

Telephony (CTI)<\/p>\n\t\t\t\t\t

BI and reporting<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Working together<\/p>\n\t\t\t\t\t

How we get started<\/h2>\n\t\t\t\t\t

We do not offer fixed packages. The scope and form of the consulting depend on your project.<\/p>\n\t\t\n<\/div>\n

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Initial consultation<\/p>\n\t\t\t\t\t

Free of charge: we listen and get to know your situation.<\/p>\n\t\t\n<\/div>\n

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Scoping<\/p>\n\t\t\t\t\t

Whether a workshop, interviews or an on-site analysis makes sense, we decide together.<\/p>\n\t\t\n<\/div>\n

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Proposal<\/p>\n\t\t\t\t\t

You receive a proposal for approach and effort that fits your project.<\/p>\n\t\t\n<\/div>\n

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

We work closely with your teams and document the results transparently.<\/p>\n\t\t\n<\/div>\n

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Implementation on request<\/p>\n\t\t\t\t\t

On request, we also implement the recommendations, all from a single source.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t\n\tGet in touch now\n<\/a>\n\t\t\n<\/div>\n\n<\/section>\n

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From practice \u00b7 Consulting and logistics<\/p>\n\t\t\t\t\t

Sales management across system boundaries<\/h2>\n\t\t\t\t\t

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

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140<\/p>\n\t\t\t\t\t

users work with shared sales management.<\/p>\n\t\t

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

Sugar \u00b7 Microsoft Dynamics \u00b7 ERP \u00b7 Workflows<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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FAQ<\/p>\n\t\t\t\t\t

Frequently asked questions about CRM consulting<\/h2>\n\t\t\n<\/div>\n
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Is your advice vendor-neutral?<\/h3>\n\t\t\t\t\t

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

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What does CRM consulting cost?<\/h3>\n\t\t\t\t\t

That depends on the scope. After the free initial consultation, you receive a proposal that fits your project. We do not offer fixed packages.<\/p>\n\t\t\n<\/div>\n

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Is there always a workshop?<\/h3>\n\t\t\t\t\t

No. Whether a workshop, interviews with individual departments or an on-site analysis makes sense, we decide together.<\/p>\n\t\t\n<\/div>\n

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We already have a CRM. Is consulting still worthwhile?<\/h3>\n\t\t\t\t\t

Especially then. Better processes, clean data and targeted adjustments can often get much more out of the existing system.<\/p>\n\t\t\n<\/div>\n

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Do you also handle the implementation?<\/h3>\n\t\t\t\t\t

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

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How long does consulting take?<\/h3>\n\t\t\t\t\t

That depends on your situation and the scope. A first baseline assessment can often be done quickly; we support larger projects over several stages.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Next stop:
Your project.<\/h2>\n\t\t\t\t\t

We show you how automated workflows turn contacts into real customers.<\/p>\n\t\t

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Write to us<\/p>\n\t\t

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