CRM Consulting

Our CRM consulting is independent and increases your profit.

We advise.
We implement.
We support.

70% of all CRM projects fail. There are three reasons for this. (1) CRM should primarily be used to control employees and for small automations in everyday life. (2) Lack of a customer relationship management concept and therefore too strong a focus on IT instead of increasing profits. (3) The selection of a CRM implementation and not a CRM consultancy.

As an independent CRM consultancy, we offer a unique approach of CRM concept, data management and technology so that you can increase the value of your customers and not just have a better data tool.

What is a CRM consultant? We are not gold partners, but achieve more profit and growth.

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

Increasing efficiency and customer value


CRM in marketing

Segment-specific
Automations


CRM in Service and Support

Fast and competent response


CRM in management

Better forecasting and decisions


Why choose us for CRM consulting?

QUALITY

We combine strategy and data management with a comprehensive understanding of technology.

EFFICIENCY

We prioritize workflows and strategies that make it possible to increase profits even when input is 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
characterize our CRM consulting - over the years

CRM
IT industry

CRM
Consulting

CRM
Engineering

CRM
Training and further education


CRM
Service providers
and retail

CRM
Industry

CRM
FMCG


CRM
Health
management

CASE

CRM for FMCG

to the Case

What is CRM?

Over 300 software applications are competing for the favor of companies. Traditional CRM systems are mixing with marketing automation and service desk systems. This technological development needs to be anticipated. We keep an overview for you. We develop a concept to increase profits and growth through better customer service. If you wish, we can then implement the optimal application for you.

Your growth and profit are at the forefront of our minds. This can only be achieved through better cross-selling, more efficient support and customer-oriented price management.

Break away from the standard applications! We have developed an approach that will make CRM a success in your company. We promise!

Our CRM competencies

CRM strategy

Customer acquisition concept
Customer loyalty concept
Target system
Customer journey analysis
Business plan


CRM Evaluation

Range of functions
Usability
Connection
Support
Costs/benefits


CRM implementation

Technical integration
Customization
Training
Further development


CRM Automation

Data acquisition
Artificial intelligence
Sales
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 your existing customer relationship management concept. 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.

Analyse CustomersX

Step 2

Customer relationship concept

Customer relationship management is adapted based on the jointly developed overview. Growth targets are defined in terms of improving customer acquisition and increasing customer value. In addition, efficiency targets are determined on the basis of the automation possibilities of processes. The current AI support options are also critically reviewed for their added value. Finally, a roadmap for the implementation is created.

Kundenbeziehung CustomersX

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.

Auswahl CRM System 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.

CRM Konzept CustomersX

Article: The future of CRM lies in customer data analysis

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Let's talk about your CRM - right away.