Workshop: CRM and System Selection

This basic workshop has been created for those wanting to implement CRM and wish to gain an overview. Its focus is on operation, risk management and relevant CRM software. It will be tailored to your requirements. The Work Shop will be held by a CRM certified moderator and is based on the concept of the Open Learning Environment. Experienced staff and sales, marketing and service managers in a group of about six people are the perfect participants of this 1.5 day event.

Which CRM software is right for you and why? 

There are numerous CRM software vendors offering their products internationally or locally. To select the right product is a matter of functionality, handling and interfacing with other systems, but also required efforts from your side and the safety of your investment. Often, the functionality of today’s complex CRM system exceeds by far the company’s requirements and makes choosing difficult.

Which are the Mistakes to Prevent?

• The CRM system is a technical instrument but not a solution. The philosophy of Customer Relationship Management should be firmly anchored in the company.
• If the customer is not at your focus, the customer relationship will not be consequently questioned and the wanted quality of the customer relationship fails to appear.
• Without further changes, companies implement their as-is state and fail to intensify their achievement potential, but remain at their current status.
• According to a Gartner Group survey more than 60% of all CRM projects fail. Goals and expectations are not being met; no benefits can be noticed.

How does your CRM System Interface with you existing Infrastructure?

• SAP
• Accounting
• ERP
• Website integration
• Process automatisation

How to a Create Successful Customer Relationship Management?

For more than 20 years we specialize in CRM. We help you deciding on the right system and support the realization of your goals. Together, we gather your current customer relationship measures, analyze your strengths and identify weaknesses.

We will show you the potential of modern CRM systems and mutually create your future Customer Relationship Management. By means of this “perfect status” we will demonstrate which functionality your individual CRM systems needs to support your goals.

For the system selection we focus on such success factors and your individual requirements of a CRM system. We will explain the accompanying changes to be made in your company to reach your goals. Finally, we will offer you a complete system that meets your requirements.

What are we capable of doing for you?

Successful CRM projects pursuit economic goals, which lead to the right CRM software for you.

The Work Shop results are:

• The definition and compliance of your goals and expectations with what CRM can do for you
• The analysis of your success factors and weaknesses
• The evaluation of your potentials for a modern Customer Relationship Management
• The development of a future-oriented to-be concept
• The deviation of elementary CRM functionalities
• The demonstration of possibly needed changes in your company
• The recommendation of a CRM software that is just right for you.

Where possible we schedule the Work Shop according to your agenda. Please contact us.