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Shaping Successful Digital End-to-End Transformation

 

Establish Transparency

Strengthen Cooperation

Increase Efficiency

Creating Modern Work Environments

Process and Business Model Digitalization

Reimagine process flows and structures for genuine advancement

 

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Business and Functional Architecture of End-to-End CRM Systems

Make the most of the technical capabilities of your Customer Relationship Management

 

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Launch and Project Management for CRM Systems and Digital Workflows

Structured, team-oriented approaches for Go-live in time and budget

 

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Training Concepts and Key User Trainings

Enable users to experience and integrate CRM successfully into their everyday work

 

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Customer Experience – Workflows, User Design, Interfaces

Einfache, intuitive Lösungen, die die Arbeit erleichtern

 

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Management, Stakeholder, Team Communication

Informieren, einbinden, abholen, für bestmögliche Ergebnisse

 

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Creating Interconnected Business Applications:

Sales Processes

Structures and hierarchies for contacts and companies
Lead Management
Opportunity Management
Demand Management
Forecasting and Reporting
Activity Management
Visual Design of Views and Dashboards
Interfaces to Order Management and ERP

Sales Processes

Structures and hierarchies for contacts and companies
Lead Management
Opportunity Management
Demand Management
Forecasting and Reporting
Activity Management
Visual Design of Views and Dashboards
Interfaces to Order Management and ERP

Sales Processes

Structures and hierarchies for contacts and companies
Lead Management
Opportunity Management
Demand Management
Forecasting and Reporting
Activity Management
Visual Design of Views and Dashboards
Interfaces to Order Management and ERP

Order Management & ERP
Evaluation of ERP order creation from CRM sales orders
Integration of new orders with Finance & Logistics entities
Customer and vendor /AR & AP Management
Product and Category Management
Automated approval flows and processes
Automated order confirmations, invoicing, delivery, accounting
Interfaces to payment and logistics systems
Master Data Management
Sales Processes

Structures and hierarchies for contacts and companies
Lead Management
Opportunity Management
Demand Management
Forecasting and Reporting
Activity Management
Visual Design of Views and Dashboards
Interfaces to Order Management and ERP

Marketing Processes
Online Marketing Automation
Campaign Management
Promotions Management
Eventmanagement
Webforms & Landingpages
Interfaces to ERP, Shopify, social media etc.
Sales Processes

Structures and hierarchies for contacts and companies
Lead Management
Opportunity Management
Demand Management
Forecasting and Reporting
Activity Management
Visual Design of Views and Dashboards
Interfaces to Order Management and ERP

Field Service & Customer Service Processes
Capacity Planning & Ressource Management
Ticketsystems for Service Requests
Mobile Order Management
Interfaces to ERP for invoicing & logistics
Service Platforms
Claims Management
Sales Processes

Structures and hierarchies for contacts and companies
Lead Management
Opportunity Management
Demand Management
Forecasting and Reporting
Activity Management
Visual Design of Views and Dashboards
Interfaces to Order Management and ERP

Cross-Functional Topics
Concept, planning, execution of RFI / RFP
Selection and coordination of suitable partners, suppliers, systems
Quality Management and security concepts
Integration with Microsoft 365 Office, DataVerse, PowerBI
Intranet, collaboration & knowledge sharing
Agile Project Management with Scrum