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    CRM Consulting

    CRM Workshop for
    a Successful Start

    Identifying Your Requirements

    The foundation of any software implementation is identifying the system requirements and assessing the departments involved. To analyze the business processes you need to map, we therefore offer a customized workshop at the start of your project.

     Inventory

    • Determining the specific requirements for the system
    • Inventory of the processes and data sources to be mapped
    • Determination of the integration options in the existing system landscape
    • Integration of ERP or other systems
    • Comparison of the target and actual status and definition of adjustments
    • Coordination of the individual configuration of the standard system

     

    Workshop Organization

    • as an in-house workshop on your own premises
    • in external seminar rooms at your location
    • via team viewer session (max. 20 people)
    • with video recording for your internal use
    • across departments or for individual teams

     

    Success stories from our customers spanning over 35 years of CRM experience

    CRM Consulting from Experienced Experts

    From the initial CRM concept through to implementation and beyond

    Together we determine your optimal business processes and find potential savings. This is because we not only look at the special requirements of your industry, but also draw on knowledge from other industries and from our CRM projects. We merge proven processes with progressive ideas and technologies to create your innovative solution.
    We have won several awards, including the TOP 100 Award for the best mobile solution worldwide and the TOP 100 Award as Top Innovator 2017 for our no-code platform.
    We offer all services relating to CRM projects, best practices and tips & tricks from over 35 years of CRM practice.

    Best Practices, Tips and Personal Support:

    • Workshops

    • Customizing

    • Integration of Proalpha ERP and other systems

    • Successful implementation and continuous operation of the CRM system

    • Audits to enhance efficiency

    • Regular reviews and management jour fixes
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    Implementation of your requirements

    to optimize your business processes

    After the CRM consultation, you decide which adaptations are necessary for your company.
    We implement your wishes, install the software and configure it for your specific processes.

    With a customized software solution, you create productivity, flexibility and cost advantages. For more than 35 years, we have been developing individual functions tailored precisely to the wishes of our customers.

    Installation is a prerequisite for using the software. The application is installed on your servers or in the cloud data center.

    This is followed by configuration, whereby the software is adapted to your company's individual processes. You define individual settings together with our top consultants. Whether custom fields, activation of operating parameters, creation of users, integration of mailboxes - with the configuration, your software is set up perfectly for your company.
    1. Software customization according to your specifications
    2. Software testing by your CRM team
    3. Installation of the customized software
    4. Software configuration according to your needs 

    Successful Rollout

    Thanks to CRM project management

    Project management helps to monitor the time, costs and quality of a project and to lead projects successfully to their goal. Many projects fail due to a lack of the right structure and communication, which are 90% decisive for the success of the project. You can rely on our 35 years of experience from our CXM and CRM projects, which we have implemented with our active customers in the DACH region.

    They support our experts in the creation of specialist concepts and detailed technical specifications through to quality management. Our specialists have expertise in a wide range of industries such as the automotive and manufacturing industries, services, banking and finance or retail.
    Analyse

    1. Analysis

    In our joint CRM workshop, we’ll identify the business processes you need to map.
    You’ll benefit from over 35 years of project experience across various industries.

    2. Strategy

    2. Strategy

    A summary of the workshop in the project specifications (including recommendations for implementation, adjustments, and rollout) as the basis for our project work.

    3. Implementation

    3. Implementation

     Configuration and customization of the CRM software in accordance with the requirements specification, using agile sprints and following jointly defined milestones. Integration with existing systems.

    4. Rollout

    4. Rollout

     Iterative implementation, installation, and training, for example, in phases, by region, or by department, to ensure smooth CRM usage, including on an international scale.  

    5. Pilot phase

    5. Pilot phase

    The first users are already working with the new CRM software; as questions are addressed, all employees will gradually gain access to the new application. 

    6. Check

    6. Check

     Whether it’s maintenance and support, regular status updates, the need for adjustments, or refresher training, as your CRM partner, we’re always here to help. 

    Maintenance and Support

    Support with the use of our software

    We offer you support by telephone, e-mail and via our ticket system. Our services include the elimination of faults and errors as well as further software development as required.

    Support level:

    • Standard support times
    • Extended support times
    • Find out more at Maintenance

    Support types:

    • for the Gedys No-Code CXM platform
    • for the Gedys CRM software
    • Managed CXM and CRM services
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    CRM audits for efficiency in CRM

    increases the satisfaction of your employees andcustomers

    From time to time, a review of CRM processes and the CRM system increases efficiency enormously. To this end, we offer audit days with analyses and best practices relating to your CRM system.

    Our consultants pass on practical knowledge to you: from a wide range of CRM projects and industries or on CRM functions and the administration of Gedys Intraware software. At the end of an audit, we present the results of the analysis and concrete suggestions for optimization in the form of an audit report.
    • Analysis of faults and technical settings in the CRM system
    • Analysis of address quality and duplicates
    • Analysis of processes
    • Analysis of the use of functions
    • Interviews on user acceptance
    • Audit report with results and specific suggestions for optimization
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    Good Training for fast ROI

    Practical training for your employees

    Trained and motivated employees are an important success factor for your IT investment. According to the 70-20-10 model of the "Center for creative Leadership" in the USA, people learn in different ways. They should definitely be supported in this process, as active motivation ensures that what they have learned is put into practice.
    Practical training for your employees

    In their day-to-day work, employees learn a great deal through "learning by doing" and exchanging ideas with colleagues. You should therefore focus on practical training in order to develop your employees.

    We offer open training courses in an optimal learning environment. Using practical examples and application scenarios, you will learn how to use Gedys Intraware products with confidence. We can train employees quickly and cost-effectively without any organizational effort. Please ask us about individual concepts.
    • Training on the Gedys No-Code CXM platform
    • Training on Gedys CRM software
    • Training after migrations/updates
    • Training on individual modules
    • Follow-up training for new employees
    • Introduction to configuration or programming

    Registration for Online CRM Consulting

    Live. Direct. Free of charge.

    We show you how we work, advise you on your individual software projects and answer your questions about:

    • your specific CXM/CRM project
    • support for your daily tasks
    • special requirements of your industry
    • the introduction of software in your company
    • our software modules
    • individual customizations
    • interfaces and integrations

     

    The duration of the consultation depends on your requirements. Our consultations are non-binding and do not oblige you to purchase a product.

    Arrange a consultation appointment