Independent CRM consulting

Marketing automation always begins with in-depth consultation on goals and challenges. This means that an intensive exchange must take place between the customer and the agency in order to isolate issues and understand problems.

In the next step, the customer’s expectations must be matched with what marketing automation can do. It is not our goal to sell software. We want to offer support and show what is possible. In return, this is also always a clarification of where the limits lie.

Once these steps have been taken and written down, a serious planning of implementation and timings can take place.

This depends largely on how the CRM solution is used and what use is to be made of it. The individual costs are usually divided into the audit phase, consulting, implementation and ongoing support. Of course, the actual license costs of the selected system are also added.

Simple answer: Yes and no. CRM solutions are mostly global solutions, not all countries around the world take data protection into account as they do in Germany. In many cases, the instances must be configured specifically for the DS-GVO. This is often possible, but also requires consulting and knowledge of what needs to be configured in the system and how. In general, however, there are also systems that do not take the GDPR so seriously. So if you want to be on the safe side here, some systems currently fail from the outset.

It is not the primary approach to replace other tools and software solutions with a CRM. However, as part of an “economies of scale” strategy and especially if you want to operate marketing automation, this is purposeful. Many approaches come into consideration here.

From newsletter tools to CRO tools, email systems, ticket systems, landing page generators, analytics, SEO tools, CMS systems, and so on. This list alone shows how much potential lies in centralizing with a CRM.

A CRM cannot replace systems such as our PIM/DAM solutions, for example. Here we are dealing with a completely different task area.

There are. Various providers offer software solutions that either offer parts of the system, such as newsletter management, pure CRM solutions, ticket systems or ad management applications. Therefore, it is always necessary to first clarify the requirements in the company and to see which solution is the right one or which alternative comes into question.

It is important to note that if a long-term strategy is involved, some solutions offer many expansion options. This means that you don’t limit yourself right from the start. To do this, you stay with a central system. The danger of having to administer many small “task solvers” with individual solutions is enormous. For this purpose, data in external systems must be reconciled, which can then be analyzed in one system.

We offer comprehensive consulting for the introduction of a CRM system.