{"id":1071,"date":"2025-03-26T16:46:42","date_gmt":"2025-03-26T15:46:42","guid":{"rendered":"https:\/\/aivinova.com\/consulting-services\/crm-processes\/crm-process-analysis\/"},"modified":"2025-07-17T08:52:53","modified_gmt":"2025-07-17T06:52:53","slug":"crm-process-analysis","status":"publish","type":"page","link":"https:\/\/aivinova.com\/en\/consulting-services\/crm-processes\/crm-process-analysis\/","title":{"rendered":"CRM Process Analysis"},"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\/Prozessanalyse.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>Taking a close look at your CRM processes<\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;#contact-popup&#8221; button_text=&#8221;Analyze your 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 a CRM process analysis is important<\/h2>\n<p>Efficient, well-coordinated processes are crucial for the success of CRM (Customer Relationship Management). Without a systematic process analysis, inefficiencies, media breaks, and redundancies can sneak in, causing costs and contributing to customer dissatisfaction. Through a thorough analysis of your CRM workflows, we create transparency, identify optimization potentials, and pave the way for sustainable CRM improvements.[\/et_pb_text][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>What a CRM process analysis is<\/h2>\n<p>CRM process analysis is a systematic examination of existing CRM processes within a company. The goal is to uncover bottlenecks, inefficiencies, and areas for improvement. This involves cross-departmental analysis of existing processes and their integration with CRM systems, as well as the development of target processes that ensure fast, highly automated process flows.[\/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\/Prozessanalyse-1.webp&#8221; title_text=&#8221;Team meeting in a bright, modern office with glass walls; several people are discussing together around a conference table.&#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;Strategy meeting in bright office architecture&#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; Akkordeon&#8221; module_id=&#8221;module-4&#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; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-a09a66a7-6c00-46dd-b3cd-132779d678a7&#8243; custom_padding=&#8221;0px||0px||true|false&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-a09a66a7-6c00-46dd-b3cd-132779d678a7%22:%91%22background_color%22%93}&#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;][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; text_orientation=&#8221;center&#8221; max_width=&#8221;600px&#8221; module_alignment=&#8221;center&#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>Typical challenges in CRM process analysis<\/h2>\n<p>[\/et_pb_text][et_pb_accordion icon_color=&#8221;gcid-primary-color&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;30px&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; toggle_text_color=&#8221;gcid-primary-color&#8221; toggle_level=&#8221;h3&#8243; toggle_font_size=&#8221;20px&#8221; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22icon_color%22,%22toggle_text_color%22%93}&#8221;][et_pb_accordion_item title=&#8221;Where are inefficient or redundant processes located in my company?&#8221; open=&#8221;on&#8221; toggle_icon=&#8221;&#x4c;||divi||400&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]Inefficient or redundant processes often arise from legacy structures and a lack of standardization. We analyze your current CRM processes, identify redundancies, and then develop more efficient workflows for your CRM.[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How can I increase throughput times in my company\u2019s CRM processes?&#8221; toggle_icon=&#8221;&#x4c;||divi||400&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]High throughput times are often caused by media breaks that require manual activities and result from a lack of process digitization. Therefore, we not only analyze your CRM processes but also take your system landscape into account to optimize your data flows for seamless CRM operations.[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;What role do digitization and artificial intelligence play for CRM processes?&#8221; toggle_icon=&#8221;&#x4c;||divi||400&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]Digital tools and artificial intelligence enable the automation of your CRM processes. Therefore, we consider not only your existing system landscape but also design a CRM target architecture that incorporates modern technologies, allowing you to fully digitize your CRM processes.[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How can I increase customer satisfaction through a CRM process analysis?&#8221; toggle_icon=&#8221;&#x4c;||divi||400&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]Customers expect fast, smooth, and transparent processes. We analyze your CRM processes not only from an internal company perspective but also from the customer\u2019s perspective. This enables us to design customer-centric CRM processes that are efficient and digitally supported.[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How can I optimally prepare my employees for new processes?&#8221; toggle_icon=&#8221;&#x4c;||divi||400&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]Training your employees ensures a smooth implementation of new CRM processes. Therefore, we develop training programs that accompany the implementation of your processes to guarantee sustainable change management.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Module &#8211; Nummerierte Kacheln&#8221; module_id=&#8221;module-7&#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; _module_preset=&#8221;default&#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;][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; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-body-color%22:%91%22header_text_color%22,%22header_2_text_color%22%93,%22gcid-b26e0116-e957-4f8d-8f46-05fb4649be4d%22:%91%22header_2_text_color%22%93}&#8221;]<\/p>\n<h2>Our approach to conducting your CRM process analysis:<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#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;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;20px&#8221; background_color=&#8221;gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22%93}&#8221;]<\/p>\n<h3>Strategic CRM target vision<\/h3>\n<p>Definition of your CRM goals in line with your company strategy to establish a target state for your CRM processes[\/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_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;20px&#8221; background_color=&#8221;gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22%93,%22gcid-primary-color%22:%91%22background_color%22%93}&#8221;]<\/p>\n<h3>As-is process analysis<\/h3>\n<p>Recording and documenting existing processes through interviews, workshops, document and system analyses[\/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_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;20px&#8221; background_color=&#8221;gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22%93,%22gcid-primary-color%22:%91%22background_color%22%93}&#8221;]<\/p>\n<h3>CRM process gaps<\/h3>\n<p>Identification of inefficiencies, bottlenecks, and media breaks that lead to process gaps[\/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_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;20px&#8221; background_color=&#8221;gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22%93,%22gcid-primary-color%22:%91%22background_color%22%93}&#8221;]<\/p>\n<h3>CRM target processes<\/h3>\n<p>Development of optimized process structures considering the strategic target vision and leveraging automation potentials[\/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_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;20px&#8221; background_color=&#8221;gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22%93,%22gcid-primary-color%22:%91%22background_color%22%93}&#8221;]<\/p>\n<h3>CRM standard processes<\/h3>\n<p>Definition of efficient and highly automated standard processes for your CRM<\/p>\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_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;20px&#8221; background_color=&#8221;gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22%93,%22gcid-primary-color%22:%91%22background_color%22%93}&#8221;]<\/p>\n<h3>CRM process implementation<\/h3>\n<p>Support in implementing CRM processes and training your employees[\/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; Benefit Kacheln L&#8221; module_id=&#8221;module-9&#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 _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#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;][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; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-body-color%22:%91%22header_text_color%22,%22header_2_text_color%22,%22header_2_text_color%22%93}&#8221;]<\/p>\n<h2>Your added values \u2013 the result of our consulting:<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_4,1_4,1_4,1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22%93}&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(75,207,222,0.15)&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/aivinova.com\/wp-content\/uploads\/2025\/03\/icon-plus.svg&#8221; title_text=&#8221;Icon-Plus&#8221; show_bottom_space=&#8221;off&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||13px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-primary-color&#8221; header_3_text_color=&#8221;gcid-primary-color&#8221; header_3_font_size=&#8221;20px&#8221; background_enable_color=&#8221;off&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22%93,%22gcid-primary-color%22:%91%22text_text_color%22,%22header_3_text_color%22%93}&#8221;]Objective and cross-departmental evaluation of your CRM processes[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(75,207,222,0.15)&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/aivinova.com\/wp-content\/uploads\/2025\/03\/icon-plus.svg&#8221; title_text=&#8221;Icon-Plus&#8221; show_bottom_space=&#8221;off&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||13px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-primary-color&#8221; header_3_text_color=&#8221;gcid-primary-color&#8221; header_3_font_size=&#8221;20px&#8221; background_enable_color=&#8221;off&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22,%22background_color%22%93,%22gcid-primary-color%22:%91%22text_text_color%22,%22header_3_text_color%22,%22text_text_color%22,%22header_3_text_color%22%93}&#8221;]Reduction of inefficient CRM processes and faster throughput times[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(75,207,222,0.15)&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/aivinova.com\/wp-content\/uploads\/2025\/03\/icon-plus.svg&#8221; title_text=&#8221;Icon-Plus&#8221; show_bottom_space=&#8221;off&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||13px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-primary-color&#8221; header_3_text_color=&#8221;gcid-primary-color&#8221; header_3_font_size=&#8221;20px&#8221; background_enable_color=&#8221;off&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22,%22background_color%22%93,%22gcid-primary-color%22:%91%22text_text_color%22,%22header_3_text_color%22,%22text_text_color%22,%22header_3_text_color%22%93}&#8221;]Increased productivity, more transparency, and better control over your CRM[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(75,207,222,0.15)&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/aivinova.com\/wp-content\/uploads\/2025\/03\/icon-plus.svg&#8221; title_text=&#8221;Icon-Plus&#8221; show_bottom_space=&#8221;off&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||13px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-primary-color&#8221; header_3_text_color=&#8221;gcid-primary-color&#8221; header_3_font_size=&#8221;20px&#8221; background_enable_color=&#8221;off&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{%22gcid-97c1feeb-4c3f-4a3e-8586-72cfcd3bbe3f%22:%91%22background_color%22,%22background_color%22%93,%22gcid-primary-color%22:%91%22text_text_color%22,%22header_3_text_color%22,%22text_text_color%22,%22header_3_text_color%22%93}&#8221;]Higher customer satisfaction through seamless CRM processes[\/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>Analyze 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][et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;module-pagination&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_module=&#8221;589&#8243; 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; width=&#8221;92%&#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;][et_pb_code _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<div class=\"sibling-nav-wrapper\"><div class=\"sibling-nav prev\">\n                    <a href=\"https:\/\/aivinova.com\/en\/consulting-services\/crm-processes\/support-in-daily-crm-operations\/\">\n                        <svg class=\"nav-arrow prev\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 100 100\">\n                    <circle class=\"circle\" cx=\"50\" cy=\"50\" r=\"48\" \/>\n                    <polyline class=\"arrow\" points=\"60,30 40,50 60,70\" \/>\n                <\/svg>\n                        <span class=\"label\">Erfahren Sie mehr \u00fcber <em>Support in CRM Operations<\/em><\/span>\n                    <\/a>\n                <\/div><div class=\"sibling-nav next\">\n                    <a href=\"https:\/\/aivinova.com\/en\/consulting-services\/crm-processes\/end-to-end-process-management\/\">\n                        <span class=\"label\">Erfahren Sie mehr \u00fcber <em>End-to-End Process Management<\/em><\/span>\n                        <svg class=\"nav-arrow next\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 100 100\">\n                    <circle class=\"circle\" cx=\"50\" cy=\"50\" r=\"48\" \/>\n                    <polyline class=\"arrow\" points=\"40,30 60,50 40,70\" \/>\n                <\/svg>\n                    <\/a>\n                <\/div><\/div>[\/et_pb_code][\/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>Taking a close look at your CRM processesWhy a CRM process analysis is important Efficient, well-coordinated processes are crucial for the success of CRM (Customer Relationship Management). Without a systematic process analysis, inefficiencies, media breaks, and redundancies can sneak in, causing costs and contributing [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1068,"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-1071","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>Conduct CRM process analysis<\/title>\n<meta name=\"description\" content=\"Identify bottlenecks and optimization opportunities in your CRM processes for smooth operations.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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