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Automate your CRM processes intelligently

Automate your CRM processes now

Why CRM process automation and workflows are important

Manual CRM processes are error-prone, time-consuming, and can significantly impair your company’s efficiency. By strategically automating recurring tasks and implementing intelligent workflows, you can enhance the productivity of your CRM system. We are happy to assist you in optimally automating your CRM processes.

What CRM process automation is

CRM process automation involves using digital CRM systems to automate recurring tasks and workflows. This can include automatic lead assignment, personalized customer communication, or autonomous case management.

Typical challenges in CRM process automation

Which CRM processes can be automated?

Identifying suitable processes is crucial for successful automation. We analyze your CRM processes and develop tailored automation solutions based on your goals.

How can I ensure that the CRM system remains flexible for future requirements?

Static automations can reach their limits when CRM processes change. Therefore, we develop scalable and easily adaptable workflow solutions that grow with your company.

How do I ensure that all stakeholders accept the new end-to-end process management?

Resistance and uncertainties can delay the implementation of your holistic process management. Therefore, we consistently support the change process in your company with targeted stakeholder management and training.

How can I ensure that my team actually uses the new workflows?

Training employees ensures smooth utilization of new CRM processes. We develop training programs that accompany the implementation of your processes to ensure sustainable change management.

Our approach for implementing your CRM process automation

Strategic CRM target vision

Definition of your CRM goals in line with your company strategy to establish a target state for your CRM processes

CRM process analysis

Capturing and documenting existing processes and identify automation potentials

CRM target processes

Developing workflows considering the strategic target image to specify requirements for integration into CRM systems

CRM integration

Building workflows in existing CRM systems according to requirements to automate CRM processes

Change management

Supporting implementation through change management measures and employee training

Workflow testing

Testing workflows and adjusting process flows as needed

CRM workflow monitoring

Implementation of KPI tracking for success measurement and continuous optimization

Your benefits:

Automated CRM processes without friction losses
Efficient workflows in your CRM system
Scalability through adaptable workflows

Reducing costs through increased process automation

Automate your CRM processes with us!

Let’s discuss your CRM process automation in person. Simply fill out the form, and we will get back to you!

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