Revenue growth
Productivity gain
Profit growth
Customer data is a company's most valuable resource. The growing volumes of data and the connection of new data sources and types are current challenges for data management. To improve customer centricity, valuable customer data must be available. But this conversion of data into customer insights poses major challenges for many companies. CustomersX can help you build and maintain the right data management for your use cases and requirements. Because the best data storage alone brings you no advantage — added value only arises when the data is usable and actually used. We bring our expertise to give you recommendations on data architecture, data provision, organisation and data governance, and to implement them successfully together. Numerous companies across different industries rely on our support in data management consulting.
When it comes to handling customer data in particular, we can draw on extensive expertise. Whether for customer surveys, the correct storage of permissions, or building a suitable data foundation for marketing automation, delivering NBOs, or analytical tasks such as customer segmentation — CustomersX has suitable concepts for building a customer data platform that brings together all available customer-related data in one place.
We develop a holistic data strategy aligned to your business goals. We define target pictures, governance structures and clear responsibilities for sustainable and value-creating data use.
We connect ERP, CRM, PIM and other systems into a stable and scalable data architecture. This creates a secure, consistent and efficient data foundation across all platforms.
We design and implement modern data-warehouse and platform solutions. These enable structured data use, high-performance data marts and a future-proof data infrastructure.
We ensure data quality through clear governance rules, structured processes and clean data maintenance. In addition, we transform data through analyses and reporting into sound decision-making foundations.
Data competency
Technological integration
Methodological excellence
Structured data architecture
Data quality & governance
Automated decision support
Analysing your starting situation
Based on our DTC consulting approach, your existing customer-relationship-management concept is analysed in a first step. Through conversations and workshops, an overall overview is created of the intended customer-relationship management, the objectives, the users' competencies, the technical infrastructure and the existing budget.
Customer-relationship concept
Based on the jointly developed overall overview, customer-relationship management is adapted. Growth goals are defined for improving customer acquisition and increasing customer value. Efficiency goals are also determined, based on the possibilities for automating processes. The current AI support options are likewise critically examined for their added value. Finally, a roadmap for implementation is created.
Selecting CRM software
The overall overview and the customer-relationship concept serve as the basis for selecting the optimal CRM software. Here, a marketing-automation software, or the use of two different systems, may be optimal for you. Whatever it is, our team connects your applications with one another, giving you an individual solution approach.
Implementation
As part of the implementation, we secure the technical integration for you. A central element is the optimal configuration, especially regarding the customer data fields. It's also important to establish the most powerful automation possible. We also take care of training your employees. Our extensive experience in sales, Sales Excellence and training supports your employees' successful use of the chosen applications.
CustomersX is a Swiss B2B management consultancy specialising in CRM, pricing and sales. We work with mid-sized companies that want to grow profitably — with clear focus, real data and measurable results. No standard framework. No theory. Only what actually works in your company.
We identify where you're losing revenue — and build the commercial infrastructure to win it back. Whether it's CRM logic, pricing architecture or sales performance, we work directly with your data and processes. The result is growth that is measurable and repeatable.
