CRM Implementation & Development

Sales works in Excel, Outlook and their own heads, and nobody knows the real pipeline.

We map the actual sales process in a workshop, model it as stages with clear exit criteria, and migrate existing data so day one in the CRM is not day one of data entry.

The CRM was bought two years ago and nobody uses it.

Usually the system asks for too much and gives back too little. We strip required fields, automate what can be captured from email and calendar, and add reports the team itself wants to see.

Leads from the website, phone and trade fairs land in three different places.

We route every source into one inbox with automatic deduplication and source tagging, so response time is measurable and nothing gets worked twice.

German data protection rules make the team unsure what may be stored.

We define retention periods, a lawful basis per field, deletion routines and an export function for subject access requests, all documented for your data protection officer.