The sheer variety of modern CRM solutions on the market is vast, making the decision complex for businesses. However, a well-founded CRM selection is the most crucial foundation for efficient sales and sustainable customer management.
Defining your individual requirements precisely in advance saves you time and costs later on. A detailed requirements specification is essential here to ensure the desired functionality of the software and avoid unpleasant surprises.
CRM Software Selection
Unsure which system truly fits? The wrong decision costs time and budget. We guide your CRM software selection neutrally and structurally – from the initial requirements catalogue to the shortlist. Find the solution that truly accelerates your sales processes.
CRM IT Architecture
Cloud, On-Premise, or Hybrid? A powerful CRM IT architecture is the backbone of your digitalisation. We examine your existing infrastructure and design a technical basis that guarantees scalability and data security. Ensure seamless integrations instead of isolated solutions.
CRM System Landscape
Harmonise your tool universe. A CRM is only as strong as its connections. We analyse your entire CRM system landscape to break down data silos and optimise the flow of information. Connect Marketing, Sales, and Service into one efficient unit.
CRM Quotation & Contract Review
No chance for hidden costs! Before you sign: Utilise our CRM Proposal & Contract Review. We analyse licence models, maintenance costs, and data protection requirements in detail. Negotiate at eye level with your service provider and secure fair conditions.
When selecting CRM software, decision-makers often face the fundamental question: Web-based cloud models or a classic On-Premise installation? Both variations have their merits, but flexibility and scalability are today's decisive criteria for your company's future proofing.
Strict data protection requirements must also be compulsorily met when you select a new CRM. Important criteria for CRM selection also relate to the operational handling of prospects (Interessenten). Good CRM solutions must structure leads efficiently and make them transparent.
A professional CRM system consultancy is often worthwhile to navigate the jungle of CRM selection criteria.
The suitable service provider not only supports you in the search but also oversees the technical implementation and data migration.
Pay attention during CRM software selection to ensure that the functionality grows with your processes.
Scalability and flexibility guarantee that the system will still be suitable tomorrow.
A good service provider also checks integration options and data protection requirements in advance.
Whether web-based tools or On-Premise: record all criteria and requirements in the requirements specification.
Only those who take the CRM selection criteria seriously find the perfect match among the numerous CRM solutions.
A strategic CRM system consultancy is therefore indispensable in advance.
Our CRM system consultancy helps you to select the right CRM and turn prospects into customers faster.
The best solution depends on your specific requirements and desired functionality. Flexible, web-based CRM solutions are often suitable for rapid growth, while On-Premise options may be considered for special security concerns. A detailed CRM System Consulting service helps you to select the optimal CRM.
Strategic CRM selection is crucial for efficiency and growth. The right system ensures that all prospects are managed optimally and that processes offer scalability. A sound CRM Software Selection prevents costly mistakes and lays the foundation for sustained success.
In the initial phase (Vorfeld), clear requirements for the functionality and technical architecture are needed. Create a detailed requirements specification (Lastenheft), which defines the necessary criteria. This forms the basis for the CRM selection criteria and allows for precise CRM selection.
The evaluation is carried out based on the Criteria CRM Selection defined in the requirements specification (Lastenheft). Aspects such as functionality, flexibility, and integration capability (web-based vs. On-Premise) are objectively compared. Only through a structured evaluation can you weigh up the best CRM solutions and select the optimal CRM.
Pay particular attention to the scalability and flexibility of the CRM solutions. Check the experience of the service provider and whether the software meets all your requirements. Professional CRM System Consulting illuminates all CRM selection criteria to ensure that your CRM selection is future-proof.
Following the CRM selection, the implementation phase begins. Close collaboration with the service provider is essential here. The goal is to technically realise the requirements defined in the initial phase and to train employees to optimally utilise the full functionality of the new CRM solutions.