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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