{"id":1068,"date":"2025-03-26T14:18:41","date_gmt":"2025-03-26T13:18:41","guid":{"rendered":"https:\/\/aivinova.com\/consulting-services\/crm-processes\/"},"modified":"2025-07-17T10:02:50","modified_gmt":"2025-07-17T08:02:50","slug":"crm-processes","status":"publish","type":"page","link":"https:\/\/aivinova.com\/en\/consulting-services\/crm-processes\/","title":{"rendered":"CRM Processes"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Module &#8211; Hero M&#8221; module_id=&#8221;module-hero-m&#8221; module_class=&#8221;hero-text&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;36px||36px||true|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;rgba(255,255,255,0) 0%|rgba(0,0,0,0.6) 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_image=&#8221;https:\/\/aivinova.com\/wp-content\/uploads\/2025\/03\/CRM-Prozesse.webp&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][lwp_divi_breadcrumbs font_icon=&#8221;&#x35;||divi||400&#8243; use_custom_home_link=&#8221;off&#8221; link_color=&#8221;#FFFFFF&#8221; separator_color=&#8221;#FFFFFF&#8221; current_text_color=&#8221;#FFFFFF&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; module_text_color=&#8221;#FFFFFF&#8221; module_font_size=&#8221;13px&#8221; module_font_last_edited=&#8221;off|desktop&#8221; global_colors_info=&#8221;{}&#8221;][\/lwp_divi_breadcrumbs][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_text_color=&#8221;#FFFFFF&#8221; header_line_height=&#8221;1.2em&#8221; header_2_text_color=&#8221;gcid-primary-color&#8221; header_2_font_size=&#8221;36px&#8221; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22header_2_text_color%22%93}&#8221;]<\/p>\n<h1>Manage your CRM processes holistically<\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;#contact-popup&#8221; button_text=&#8221;Optimize CRM processes now&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;15px&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_border_width=&#8221;1px&#8221; button_border_radius=&#8221;60px&#8221; button_use_icon=&#8221;off&#8221; custom_padding=&#8221;12px|48px|12px|48px|true|true&#8221; global_colors_info=&#8221;{%22gcid-74f0c3e4-95e9-40e5-8db6-e80835ccd51c%22:%91%22button_text_color__hover%22%93}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;#FFFFFF&#8221; button_bg_enable_color__hover=&#8221;on&#8221; button_text_color__hover_enabled=&#8221;on|hover&#8221; button_text_color__hover=&#8221;#4bcfde&#8221; button_border_width__hover_enabled=&#8221;off|hover&#8221; button_border_color__hover_enabled=&#8221;on|hover&#8221; button_border_color__hover=&#8221;#FFFFFF&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Module &#8211; Mehr Text \/ Bild&#8221; module_id=&#8221;module-3&#8243; module_class=&#8221;module-text-bild&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;36px||36px||true|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_2_text_color=&#8221;gcid-body-color&#8221; header_2_font_size=&#8221;36px&#8221; global_colors_info=&#8221;{%22gcid-body-color%22:%91%22header_text_color%22,%22header_2_text_color%22%93,%22gcid-primary-color%22:%91%22header_2_text_color%22%93}&#8221;]<\/p>\n<h2>Why CRM processes are essential<\/h2>\n<p>Processes are the backbone of successful CRM (Customer Relationship Management).<br \/>CRM processes encompass all customer-related workflows within a company \u2014 from the initial contact through the sales process to long-term customer retention. CRM processes enable companies to carry out their sales, marketing, and service activities efficiently.  <\/p>\n<p>CRM processes are tailored to your company, your customers, and your goals.<br \/>Therefore, we continuously optimize existing and develop new CRM processes together with you by implementing end-to-end process management with automated processes and workflows, based on a process analysis of your company. <\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/aivinova.com\/wp-content\/uploads\/2025\/03\/CRM-Prozesse-1.webp&#8221; title_text=&#8221;Business presentation in a conference room&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221; alt=&#8221;Business presentation in a modern conference room with a business analyst speaking in front of a screen displaying charts, while the team listens attentively.&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_code _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Module &#8211; Kachel ohne Bild&#8221; module_id=&#8221;module-6&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;36px||36px||true|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _dynamic_attributes=&#8221;link_option_url&#8221; _module_preset=&#8221;default&#8221; link_option_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI2NiIsImVuYWJsZV9odG1sIjoib2ZmIn19@&#8221; 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header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;36px&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221;]We analyze your existing CRM processes, identify weaknesses, and deliver tailored process optimizations.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.4&#8243; _dynamic_attributes=&#8221;link_option_url&#8221; _module_preset=&#8221;default&#8221; link_option_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI3NiIsImVuYWJsZV9odG1sIjoib2ZmIn19@&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-primary-color&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22background_color%22%93}&#8221; background__hover_enabled=&#8221;off|desktop&#8221; background_color_gradient_stops__hover=&#8221;#56848d 0%|#56848d 100%&#8221; use_background_color_gradient__hover=&#8221;on&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;36px&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>End-to-end process management<\/h2>\n<h3>Holistic integration of your CRM processes<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;36px&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221;]From customer inquiry to after-sales services: We design seamless CRM processes that break down silos and improve customer experiences, embedding them into comprehensive management.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.4&#8243; _dynamic_attributes=&#8221;link_option_url&#8221; _module_preset=&#8221;default&#8221; link_option_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI4MSIsImVuYWJsZV9odG1sIjoib2ZmIn19@&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-primary-color&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22background_color%22%93}&#8221; background__hover_enabled=&#8221;off|desktop&#8221; background_color_gradient_stops__hover=&#8221;#56848d 0%|#56848d 100%&#8221; use_background_color_gradient__hover=&#8221;on&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;36px&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>CRM process automation &amp; workflows<\/h2>\n<h3>Efficiency increase through automation<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;36px&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221;]With modern automation solutions and targeted workflows, we reduce your manual tasks and increase the speed of your CRM processes.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.4&#8243; _dynamic_attributes=&#8221;link_option_url&#8221; _module_preset=&#8221;default&#8221; link_option_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI5MyIsImVuYWJsZV9odG1sIjoib2ZmIn19@&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-primary-color&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22background_color%22%93}&#8221; background__hover_enabled=&#8221;off|desktop&#8221; background_color_gradient_stops__hover=&#8221;#56848d 0%|#56848d 100%&#8221; use_background_color_gradient__hover=&#8221;on&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;36px&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Support in Daily CRM Operations<\/h2>\n<h3>Pragmatic help for your CRM team<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;36px&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; global_colors_info=&#8221;{}&#8221;]We support your team in the operational implementation and optimization of daily CRM activities and gladly balance peak workloads with our competent consultants.[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Module &#8211; CTA Kontakt&#8221; module_id=&#8221;module-12&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;36px||36px||true|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_direction=&#8221;90deg&#8221; background_color_gradient_stops=&#8221;#4bcfde 0%|#297078 100%&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;36px&#8221; header_2_line_height=&#8221;1.2em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Optimize your CRM processes with us!<\/h2>\n<p>Let\u2019s talk about your CRM processes in person. Simply fill out the form \u2013 we will get back to you![\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;#contact-popup&#8221; button_text=&#8221;Get advice now&#8221; button_alignment=&#8221;right&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;15px&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;gcid-74f0c3e4-95e9-40e5-8db6-e80835ccd51c&#8221; button_border_width=&#8221;1px&#8221; button_border_color=&#8221;gcid-74f0c3e4-95e9-40e5-8db6-e80835ccd51c&#8221; button_border_radius=&#8221;60px&#8221; button_use_icon=&#8221;off&#8221; custom_padding=&#8221;12px|48px|12px|48px|true|true&#8221; button_border_color_last_edited=&#8221;off|desktop&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-74f0c3e4-95e9-40e5-8db6-e80835ccd51c%22:%91%22button_bg_color%22,%22button_border_color%22%93,%22gcid-primary-color%22:%91%22button_text_color__hover%22%93}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;#FFFFFF&#8221; button_bg_enable_color__hover=&#8221;on&#8221; button_text_color__hover_enabled=&#8221;on|hover&#8221; button_text_color__hover=&#8221;#56848d&#8221; button_border_width__hover_enabled=&#8221;off|hover&#8221; button_border_color__hover_enabled=&#8221;on|hover&#8221; button_border_color__hover=&#8221;#FFFFFF&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p><div class=\"et_pb_module lwp_divi_breadcrumbs lwp_divi_breadcrumbs_0\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module_inner\">\n\t\t\t\t\t<div class=\"lwp-breadcrumbs\"> <span class=\"before\"><\/span> <span vocab=\"https:\/\/schema.org\/\" typeof=\"BreadcrumbList\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" href=\"https:\/\/aivinova.com\/en\/\" class=\"home\"><span property=\"name\">Home<\/span><\/a><meta property=\"position\" content=\"1\"><\/span> <span class=\"separator et-pb-icon\">5<\/span> <\/span><\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Manage your CRM processes holisticallyWhy CRM processes are essential Processes are the backbone of successful CRM (Customer Relationship Management).CRM processes encompass all customer-related workflows within a company \u2014 from the initial contact through the sales process to long-term customer retention. CRM processes enable companies [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1065,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","footnotes":""},"class_list":["post-1068","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Analyze &amp; improve CRM processes<\/title>\n<meta name=\"description\" content=\"Optimize your workflows in sales, marketing, and service through holistic process management.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/aivinova.com\/en\/consulting-services\/crm-processes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" 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