CRM consulting and implementation: Hubspot, Salesforce and Dynamics 365

Modern companies thrive on relationships, and managing these relationships is the key to sustainable growth and success. Customer relationship management (CRM) plays a central role here. An effective CRM strategy helps companies to maintain customer relationships, optimize sales processes and improve customer service. Our CRM consultancy supports you in the design, selection and implementation of a modern CRM system. Contact us to find out more about our customized CRM consulting solutions and support your business goals effectively!

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Why Does Your Company Need a CRM Solution?

Thanks to advancing digitalization, companies can now find out more about their customers and carry out personalized marketing campaigns. To make interaction with existing and potential customers easy, modern CRM systems have been developed specifically for customer relationship management. However, the selection and implementation of these systems requires extensive knowledge and experience in digital management. A suitable CRM solution then makes it possible to store customer information centrally, automate sales processes and improve customer service. This leads to greater customer satisfaction and increased efficiency. Our CRM consulting supports you in outlining a concrete CRM target image and implementing projects that bring the greatest added business value.

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Customer Insight: Keep track of customer interactions, preferences, and history.

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Streamlined Sales Processes: Automate and streamline sales cycles and pipelines.

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Improved Marketing Effectiveness: Target the right audiences with personalized campaigns.

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Enhanced Customer Service: Deliver timely and responsive customer service.

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Data-Driven Decision Making: Analyze customer data for actionable insights.

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Integration with existing systems: Seamless integration of CRM with other business software solutions.

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Mobile access: Access your CRM data at anytime and from anywhere.

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Security and data protection: Ensure that customer data is managed securely and incompliance with data protection regulations.

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User-friendliness: Simple and intuitive user interface for higher employee acceptance and productivity.

Benefits of Using CRM Solutions

The use of CRM solutions offers numerous advantages that are decisive for the success and growth of your company:

Centralized Information: All customer information is stored in one place, making it easier to access and manage.

Automated Workflows: Increase efficiency and customer satisfaction by automating repetitive tasks and saving valuable time.

Improved Collaboration: Facilitate team work between different departments by seamlessly linking information and processes.

Scalable Solutions: Grow your CRM system as your business grows. Easily expand your CRM system as your business grows and adapt it to your changing needs.

Compliance and Security: Ensure that customer data is managed securely and incompliance with data protection regulations and protect sensitive data.

Comparative insights: Hubspot, Salesforce and Dynamics 365

Many companies need a CRM system. However, not every CRM system is equally suitable for all companies. That's why the first step in our approach to CRM consulting is always to carefully examine and understand your requirements. This is the only way we can reliably determine which CRM system best meets your requirements. This is what we call an "unbiased consulting approach", because we advise independently of the software vendor. The result: we can recommend exactly the CRM solution that best meets your requirements.

The following factors play a key role in the decision-making process:

Functional considerations

Desired degree of automation

Current and future challenges that a CRM tool must be able to meet

Ability to integrate the CRM solution into existing systems such as an existing ERP system

Budgetary restrictions

At the end of the consulting process, the decision is made in favor of a specific CRM solution. Whether this is Salesforce, Microsoft Dynamics 365 or HubSpot is something that is not already determined at the start of the consultation - the decisivefactor is that you know that the CRM implementation will meet your requirements in the best possible way.

HubSpot CRM

HubSpot CRM is ideal for small to medium-sized companies. It offers powerful inbound marketing tool sand an intuitive user interface. With excellent integration capabilities, HubSpot CRM helps companies manage their marketing and sales processes efficiently. As a cloud-based solution, HubSpot CRM allows access to important data and functions from anywhere, increasing the flexibility and efficiency of your team. Our HubSpot consulting services will help you realize the full potential of this powerful CRM system and achieve your business goals.

Salesforce CRM

Salesforce offers a wide range of features and is suitable for a variety of businesses. With robust sales and marketing automation, it supports extensive customization options that integrate seamlessly into your business model. As a cloud-based solution, Salesforce enables easy access to your data and tools from anywhere, increasing your team's flexibility and efficiency. In addition, Salesforce has an extensive ecosystem with various add-ons and integrations that extend and enhance your CRM experience. Our Salesforce Consulting team will help you find the best solutions and develop customized strategies to move your business forward.

Dynamics 365 CRM

Dynamics 365 is highly adaptable and is ideal for medium-sized and large companies. As a cloud-based solution, it offers seamless integration with other Microsoft products and has strong AI and analytics capabilities. With multi-layered security features, Dynamics 365 protects your data comprehensively. Our Dynamics 365 consulting helps you to exploit the full potential of this powerful platform and develop customized solutions for your company.

Our Approach to CRM Implementation

Assessment of your Business Landscape: We start by understanding your current processes, tools and requirements to gain a comprehensive overview of your project from a management perspective.

Selection of the Right Solution: Based on your unique needs, we identify the most appropriate CRM solution (HubSpot, Salesforce, or Dynamics 365) to deliver the best results.

Custom Implementation: Tailored configuration to match your business model, sales process, and customer engagement strategies.

Integration with Existing Systems: We ensure a smooth implementation and integration into your existing landscape for a consistent experience.

Training and Support: Comprehensive training to your team and ongoing support for continuous improvement.

Monitoring and Optimization: Regular reviews and tweaks to ensure the CRM system aligns with evolving business objectives.

Streamlined CRM solutions
and implementation by itelligy

Our CRM consulting supports you in selecting the right CRM system that is tailored to your specific needs and objectives. With our extensive experience and expertise, we have already successfully assisted numerous companies with CRM implementation. Our experts analyze existing business processes and recommend suitable CRM solutions that will increase your efficiency and productivity.

In addition, our CRM consulting helps with the integration of the CRM system into your existing IT infrastructure and trains your employees in the use of the new technology. By working closely with our experienced CRM consultants, you can ensure that you realize the full potential of your CRM investment.

This not only leads to improved customer loyalty and satisfaction, but also to increased profitability. In a highly competitive business world, CRM consulting is an indispensable partner for companies that want to take their customer relationships to the next level.
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Put your trust in our proven expertise and let us work together to achieve your business goals.

Contact us to discuss how we can help you efficiently harness the power of CRM to take your business to the next level. Our digital transformation consulting services offer you tailored solutions for a successful digital transformation.

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CRM integration with ERP systems: The bridge between sales and operations

The combination of CRM with ERP systems such as SAP, Sage and others ensures that the marketing and sales processes are closely coordinated with the production, finance and other operational departments. This CRM integration enables a close flow of information and smooth collaboration between marketing, sales and the rest of the business. This promotes faster decision-making and provides a unified overview of the entire business cycle.

Key Benefits of CRM-ERP Integration

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Unified view of customers: Integration enables sales, marketing and customer service teams to access the same customer information as the finance and administration departments, improving collaboration.

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Real-time Data Access: Sales teams can view stock levels, order status and delivery schedules in real time, improving the accuracy of customer communications.

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Automated Workflows: Avoid manual data entry and reduce errors by automating the transfer of information between CRM and ERP systems.

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Improved reporting: Generate comprehensive reports that include both sales and business data and provide deeper insights for strategic planning.

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Scalability: A well-integrated system can adapt to business growth, ensuring that the CRM and ERP solutions continue to work together efficiently.

Our Capabilities in CRM-ERP Integration

Assessment & Planning: We understand your existing CRM and ERP landscapes, identify the integration points and plan a customized integration strategy for you that is tailored to your company.

Customized Integration Solutions: Whether you use SAP, Dynamics 365, Sage or another ERP system, we design and develop integration solutions that ensure smooth data exchange between your CRM and ERP platforms.

Implementation & Testing: : Rigorous testing and implementing the integration to ensure data consistency, security and uninterrupted workflows.

Continuous support and optimization: Continuous monitoring, support and optimization of the integration to adapt it to changes in business processes or updates in the CRM or ERP systems.

Training & Documentation: We provide comprehensive training for your team and create detailed documentation to enable efficient use and future maintenance.

Choosing the right CRM system

Choosing and implementing the right CRM system and managing and integrating it with your existing systems is an important decision that can transform your business. With our expertise in HubSpot, Salesforce and Dynamics 365, we strive to provide a personalized solution that aligns with your business goals and connects different aspects of your business so that they function as a cohesive unit. Our focus is on making this process smooth and effective.

Whether you want to improve customer loyalty, optimize sales processes or gain valuable insights from customer data, our team is here to help you implement the optimal CRM solution. With our expertise in project management, customer relationship management, digital transformation and consulting, we also offer custom software development to ensure your specific needs and requirements are fully met.

Get in touch with us to find out how a CRM-ERP integration can efficiently transform your business processes with our CRM consulting.