Together, we identify the scope of the analysis based on your specifications and our expertise: from marketing to sales and service, including existing digital touchpoints such as customer portals.

In a combined 2-day workshop, we analyze the processes and identify potentials and capabilities. Requirements are derived based on best practice impulses.

Based on our extensive experience, we derive overarching use cases and detail initial requirements for a CRM system.

Finally, the identified areas of action are prioritized and a roadmap for optimization is prepared.