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Why a CRM gap analysis is beneficial

Many companies do not fully exploit the potential of their CRM, whether in sales, marketing, or customer service. A systematic CRM gap analysis helps identify hidden opportunities, optimize inefficient processes, and derive targeted measures to increase growth. Without such an analysis, valuable CRM potentials remain unused, and companies risk being overtaken by competitors.

What a CRM gap analysis is

A CRM gapanalysis is a structured process to identify and evaluate the opportunities within your CRM. Cross-departmental CRM activities are analyzed and compared with a target state and benchmark to determine the CRM maturity level. Concrete measures to improve CRM maturity can then be defined.

Typical challenges in CRM gap analysis

How do I recognize unused CRM potential in my company?

Often, potentials are hidden in existing processes, customer data, or market trends. A structured CRM potential analysis brings these to light. We use data-driven methods, interviews, and benchmark analyses to identify your unused CRM opportunities.

How can I ensure that the identified CRM potentials are also feasible?

A thorough CRM potential analysis not only evaluates opportunities but also their feasibility and profitability. Therefore, we prioritize measures according to benefit and effort to develop realistic implementation plans for your CRM.

What role do digitalization and artificial intelligence play in CRM potential?

Digital tools and artificial intelligence enable data-driven decisions and improve the efficiency of your CRM. Therefore, we consider not only your existing system landscape but also design a CRM target architecture that incorporates modern technologies, allowing you to fully exploit your CRM potential.

What CRM potential does my company have compared to the competition?

Comparing your current CRM state with competitors reveals strengths and weaknesses. Therefore, we conduct a comprehensive benchmark analysis—both within and outside your industry—and provide concrete CRM optimization recommendations to help you stay as competitive as your rivals.

Our approach to conducting your CRM gap analysis:

Strategic objectives

Define your CRM goals considering your overall corporate strategy to establish a target CRM state

CRM as-is analysis

Systematic, cross-functional analysis of relevant CRM activities within your company

CRM maturity

Derive your CRM maturity level by comparing your current CRM state with the target state and a relevant benchmark (within or outside your industry)

CRM pain points

Identify current pain points with your existing CRM that urgently need improvement

CRM gap analysis

Identification of potential for improvement and definition of measures required to close the identified gaps

CRM roadmap

Evaluation of measures based on benefits and effort for prioritization and integration into an implementation plan to optimally utilize CRM potential

Your added values – the result of our consulting:

Objective and cross-departmental evaluation of your CRM
Comparison of your CRM with benchmarks
Recognizing your CRM maturity and systematically identifying your pain points
Identify and leverage untapped CRM potential

Discover untapped CRM potential with us!

Let’s talk personally about your CRM potential. Simply fill out the form, and we will get back to you!

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