CRM Consulting

Our CRM consulting is independent and responds to you individually.

CRM consulting CustomersX

We advise.
We implement.
We support.

70% of all CRM projects fail. There are three reasons for this. (1) Reduced understanding of the term CRM as software and not as a customer acquisition and, above all, customer retention strategy. (2) Too much ignorance and thus fears regarding the many CRM applications, which usually mistakenly puts usability and licensing costs in the foreground of the evaluation. (3) Selecting a CRM consultancy that does not provide independent advice but favors a software solution.

As an independent CRM consultancy, we support you in implementing the optimal CRM strategy.

Looking for CRM consulting? We are your experts for a successful implementation

Are you ready for your next project?

CRM Strategy, CRM Evaluation, CRM Implementation, CRM Automation.

Regardless of the maturity level of your CRM, with our systematic approach we help you to identify the CRM potential and show you how to tap into it.

Are you planning to introduce a CRM or are you already thinking about expanding or replacing an existing system? Then you are exactly right with us.

CRM in sales

360° all around view
on your customers


CRM in marketing

Target group accurate
Campaigns


CRM in Service and Support

Relationship management beyond the purchase


CRM in management

Detailed reports
and forecasts


Why choose us for CRM consulting?

QUALITY

We combine outstanding expertise with a rigorous, professional approach to delivering results.

EFFICIENCY

We are impact-driven, prioritizing workflows and strategies that enable us to deliver results even when inputs are limited.

UNDERSTANDABLE APPROACH

We think holistically and use synergy and integration opportunities.

FORWARD-LOOKING ANALYSIS

We go beyond what works today and try to imagine what will guarantee success tomorrow.

INNOVATION

Many think outside the box. We think outside the tesseract.

COMMUNICATION

We manage to turn complex evidence into compelling messages that resonate with stakeholders.

Experience & industry know-how
distinguish our CRM consulting - over years

CRM
IT industry

CRM
Consulting

CRM
Engineering

CRM
Education and training


CRM
Service provider
and trade

CRM
Industry

CRM
FMCG


CRM
Health
management

Our resources in the area of CRM consulting

Independent CRM consulting

There are now over 300 software applications in the field of CRM. Traditional CRM systems are mixing with marketing automation and service desk systems. This development places high demands on CRM consulting. We keep track of everything for you and recommend and implement the application that suits you and your company best.

Your growth and profit are at the forefront of our minds. Together we will successfully master the implementation and daily use of your selected CRM system.

Freely choose the CRM application that best suits you and your goals. Today, the introduction of a CRM system no longer has to be expensive and complicated!

Our CRM competencies

CRM strategy

Customer acquisition concept

Customer loyalty concept

Target system

Customer journey analysis

Business plan


CRM Evaluation

Scope of functions

Usability

Connection

Support

Cost/Benefit


CRM implementation

Technical integration

Customization

Training

Further development


CRM Automation

Data mining

Distribution

Marketing

Service


This is how we work together in trust

Step 1

Analysis of your starting position

Based on our DTC consulting approach, the first step is to analyze the efficiency and effectiveness potential of your company. In the form of discussions and workshops, an overall view of the targeted customer relationship management, the objective, the competencies of the users, the technical infrastructure and the existing budget is created.

Verkaufen-CustomersX-scaled

Step 2

Customer relationship concept

Based on the overall view, a customer relationship concept is developed in coordination with you. In the process, growth targets are defined in terms of improving customer acquisition and retention. In addition, efficiency targets are determined on the basis of the automation possibilities of processes. Finally, a roadmap for the implementation is created.

Vertrauen im Verkauf

Step 3

CRM software selection

The overall view and the customer relationship concept serve as the basis for selecting the optimal CRM software. One marketing automation software or the use of two different systems can be optimal for you. No matter what it is, our team will connect your applications, allowing you to create a customized approach.

Alignment Sales Marketing Customersx

Step 4

Implementation

As part of the implementation, we secure the technical integration for you. The central element is the optimal configuration especially with regard to the customer data fields. In addition, it is important to establish automation that is as powerful as possible. We also take over the training of your employees. Our extensive experience in sales, sales excellence and training will support the successful use of the chosen applications by your employees.

Incentivierung CustomersX

CASE

CRM in education and training

to the Case

Let's talk about your CRM project.