Revenue growth
Productivity gain
Profit growth
Customer centricity is about a company's ability to adapt to changes in customers' purchasing behaviour. Over 60% of all digital projects fail due to a lack of willingness to change among management and employees. The methods of agile working can help to adapt more quickly and better to change and to shape the necessary internal change successfully. Agility is not a religion for us, and only 10% of companies that introduce agile working make use of its full potential. Our agile transformation consulting addresses your transformation requirements and develops a tailored solution approach. Agility concerns the dimensions of change management, the individual level, the intra-organisational level, the inter-organisational level and the system level. Involving the individual more strongly in a self-organised, networked process enables an end-to-end understanding of the customer within the value-creation network, in order to create tailored and successful solutions. We view your transformation holistically, using iterative change cycles as the basis for continuous adaptability. Our consultants bring many years of experience in agile transformation to your project. Moreover, our DTC consulting approach is based on the methods of agile working.
Together we develop a clear target picture for the future ways of working in your company. Through a structured counter-flow process, we ensure that the vision is understood, shaped and supported by everyone involved.
From the strategic vision, we derive concrete fields of action and develop a prioritised roadmap. This enables a structured and transparent steering of the transformation.
With modern goal systems such as OKRs (Objectives and Key Results), we provide clear orientation and shared goals. This way, everyone involved works towards measurable results.
Agile transformation requires new forms of leadership and collaboration. We support leaders and teams in strengthening responsibility, building trust and establishing an agile corporate culture.
We accompany change processes in a structured and sustainable way. Through training, workshops and coaching, we enable employees and leaders to implement new ways of working successfully.
Transformation & Change Management
Technology
Communication
Process elements
Employee–customer interaction
Offer interaction elements
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.
