10 steps to successful digitalisation in marketing & sales 6

6. Are you planning to install a CRM system or have you already installed it and are dissatisfied with its use and results?

Very often, CRM systems are initiated by IT or controlling without precisely addressing the needs in marketing & sales, let alone having analysed and optimised the customer processes. Not infrequently, the introduction is misguided by a CRM provider itself. The consequence: a wrong expectation of the self-healing powers of a system, dissatisfaction, lack of use and high costs.

We analyse your customer processes with you and define the need for optimisation. Only good processes are suitable for digitisation. We brief various CRM providers with a pragmatic specification sheet and, if desired, accompany you in the implementation as a team.