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
Business and Functional Architecture of End-to-End CRM Systems
Make the most of the technical capabilities of your Customer Relationship Management
Launch and Project Management for CRM Systems and Digital Workflows
Structured, team-oriented approaches for Go-live in time and budget
Training Concepts and Key User Trainings
Enable users to experience and integrate CRM successfully into their everyday work
Customer Experience – Workflows, User Design, Interfaces
Einfache, intuitive Lösungen, die die Arbeit erleichtern
Management, Stakeholder, Team Communication
Informieren, einbinden, abholen, für bestmögliche Ergebnisse
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
✔ 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
✔ 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
✔ 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
✔ 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