CRM consulting for B2B companies in DACH
Get the most out of your CRM.
Whether you want to optimise your CRM, are considering a switch, or are planning your very first CRM implementation: we will find the system that fits your sales process and build it so that your team will actually use it.
30 minutes, honest assessment and advice.
Customers who trust us
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Whether it's HubSpot, Pipedrive or Close, the right CRM depends on your sales process, not on trends. We look at your processes, honestly recommend what fits, and set it up properly. Even if the honest answer is that your current tool can stay.
We build simple, automated structures that take the workload off your sales team instead of adding to it. This makes maintenance a matter of course and turns your data into a foundation you can trust.
Every business is at a different starting point. That is why we begin where you are right now, rather than with a standard package.
Optimise your CRM
You have a CRM, but no one trusts the numbers. We audit your data model, pipelines, fields and automations, clean things up and rebuild the structures so that your sales team actually enjoys using them in their daily routine.
Switch your CRM
Sometimes the tool really is the problem. We compare honestly, plan the migration with all contacts, deals, and histories, and ensure that your sales operations don't grind to a halt during the transition.
Implement a CRM
You have bought a CRM or are planning to buy one. We will guide you through your CRM implementation from requirements gathering, through setup and data import, to the day your team stops working in Excel.
Build your first CRM
No CRM yet, just Excel, inboxes, and people's heads? Then let's sort out the basics first: what data you need, how your sales process works and which system fits your size and budget.
We work with all three systems and recommend the one that fits your sales process. As a rough guide:
HubSpot
Fits well if marketing and sales need to work in a single system and you want to manage automation, email, and the website together. Costs can rise quickly with additional seats and editions, so it is worth taking a closer look at the edition.
Pipedrive
Ideal if your sales team primarily needs a clear, simple pipeline and needs to get up and running quickly.
Close
A good fit if your team makes a lot of calls and sends plenty of emails, and outbound speed is more important than marketing features.
Have you already decided on HubSpot? Then continue reading about our HubSpot implementation and onboarding. And if the actual problem is not the CRM, but rather the interplay of marketing, sales and data, Revenue Operations will help you.
And this is how we do it. In four phases from analysis to scaling.
We start with a clean data foundation, make it visible using dashboards, and then scale via paid, organic, and AI. Every project is different. We will clarify your starting point during our initial consultation.
