Your request
Together, we identify opportunities to achieve your growth, efficiency, and quality goals by finding the best possible CRM solution for your business.
Assessment of the current situation
We begin by assessing your current state through a comprehensive review of the provided information, including:
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Overview of the existing IT landscape
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Quality management reports
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Key performance indicators (KPIs)
During an initial evaluation workshop, we document the current situation and jointly define the goals for your CRM initiative. These insights serve as the foundation for creating detailed CRM specifications.
Prioritization of functions and topics
To prioritize the most critical CRM functions and topics, Qualysoft leverages a customizable criteria catalog. The catalog’s criteria and weightings are adjusted to meet your specific business needs. By considering dependencies and planned projects, we ensure that the right priorities are identified to maximize impact and value.
Create CRM specifications
The CRM specification document forms the basis for product selection and implementation. It outlines key elements such as:
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CRM strategy
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Tools and environments
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Reporting requirements
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Functional needs
Based on the prioritization and specifications, we develop a detailed execution plan, including timelines, effort estimates, and next steps. Qualysoft provides a comprehensive summary and documentation of the assessment results.
Based on the prioritization and specifications, we develop a detailed execution plan, including timelines, effort estimates, and next steps. Qualysoft provides a comprehensive summary and documentation of the assessment results.
Why Qualysoft CRM Assessment?
We offer a structured approach tailored to companies either looking to introduce a new CRM system or evaluate the compatibility of their existing system with current business requirements.
Our service includes:
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Clear identification of potential growth areas
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Expert guidance on CRM strategy and system selection
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Vendor-neutral recommendations to ensure the best fit
Your way to a tailor-made CRM system
Every CRM evaluation project starts with a strategy workshop. In this collaborative session, we work with you to:
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Define your CRM strategy
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Identify technical and IT-specific requirements
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Map sales, service, and marketing processes within your CRM solution
Our cross-industry and cross-tool expertise allows us to showcase best practices and benefits across various CRM systems. Based on your requirements, we evaluate potential suppliers and leading solutions in the market.
After the workshop you will be able to:
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Clearly demonstrate the benefits of a CRM system for your business and users
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Conduct a comprehensive current-state vs. future-state analysis
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Define key CRM functions such as offer submissions, opportunity management, lead management, and marketing processes
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Choose the right CRM system with the specifications we create
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Maximize the potential of a CRM system tailored to your business needs
Our approach to CRM consulting
Qualysoft helps elevate your customer relationship management to the next level by integrating your CRM initiative into a comprehensive customer experience platform. Based on your unique strategy, our experts support you through:
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Implementation
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Maintenance
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Continuous development of customized CRM solutions
CRM Services
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Business Value Consulting
Using analytical modeling, event-driven marketing, and campaign management, combined with detailed data insights you can find new ways to grow by automating marketing processes, improving customer retention, and boosting the effectiveness of marketing campaigns.
- Business Efficiency Development
We’ll develop, test, and implement all required functionality, features, and API integrations, ensuring your new CRM supports you now and in the future.
- Business Data Intelligence
Analytics and insights let you understand your customers and quickly react to their behavior or market changes. We reveal the data potential for you to optimize customer communication and offer the right product to the right customer at the right time. Unleash the power of AI-driven analytics.
- CRM Audit
We analyze whether your CRM solution still fits to your business strategy and compare it to state-of-the-art CRM technology and best practice use cases. This will enable you to quantify the contribution of your CRM system to your organization’s business strategy, and better understand the sustainable potential to grow with your business and customers.
- CRM Consulting
We’ll develop, test, and implement all required functionality, features, and API integrations, ensuring your new CRM supports you now and in the future.
- Configuration and Customization
From customizing the user interface to optimizing essential system settings, we will set you up with a user-friendly CRM/CXM application that empowers your employees to work with greater ease, speed, and efficiency.
- Migration and Synchronization
We build CRM strategies by analyzing your business, conducting system audits, bridging departmental goals, and shaping your route to success.
- Integration
We’ll develop, test, and implement all required functionality, features, and API integrations, ensuring your new CRM supports you now and in the future.
- Coaching and Mentoring
From customizing the user interface to optimizing essential system settings, we will set you up with a user-friendly CRM application that empowers your employees to work with greater ease, speed, and efficiency.
- CRM Managed Services
Qualysoft professionals will administrate your CRM system to compensate for the absence of an in-house IT team or extend the existing one. You no longer have to worry about troubleshooting, database management, admin support, or help desk services for your employees.
By focusing on your business requirements, we provide actionable recommendations that make your customer relationships more effective and impactful.