Profitable CRM through professional Implementation
Very often the view on Customer Relationship Management (CRM) is limited to the software aspect although in fact it is much more than that. CRM is about putting the customer into the center of the company`s processes and activities. In this, the software is an indispensable tool which has to be adjusted to the company´s goals and its business environment.
Software can be purchased – CRM has to be made happen
This is why a professional implementation process is as important to the success of a CRM project as the software itself. We help you making your CRM successful.
What shall be achieved through CRM? (Efficiency, transparency, new clients, ….)
Lead generation, Sales Process, Quotations, Campaigns, Data Management, Interactions, Service Processes
Which is the information we need for meeting our goals and hence, which data shall be available in the CRM Database
Targets, Usage Control, Training, Data Quality Management
Data Quality, Access Rights / Rolls, Quotations (Approval Authorities), Administration
Project Phases, Cost, Risks, Responsibilities, Key-Users, Milestones, Rollout, Success Control
ERP, Mailing, Document Management
Communication Channels (internal / external), Documentation of communications, Communication rules
Customer Potentials, Customer Behaviour, Segmentation, Trends
Fields, Rolls, Setup, Software Modifications
Data from existing databases, spreadsheets and other sources (Quality, Quantities)
Hardware and Software, Mobile Devices
Forecasting, Variance Analysis, KPIs
Key-User-Training, User-Training, special Trainings for selected functional areas.