CRM Assessment

Ensuring the success of your company


IconYour request

* Mandatory fields
CRM Assessement Content

Together we identify potential with which you can achieve growth, efficiency or quality goals and find the best possible CRM solution for you.

Assessment of the current situation Assessment of the current situation

Based on the information provided (overview of the IT landscape, quality management reports and KPIs) and an initial evaluation workshop, the current situation is documented and goals for the CRM initiative are defined and agreed. Based on these findings, the specifications are created.

Prioritization of functions and topics Prioritization of functions and topics

In order to prioritize functions and topics, Qualysoft has created a catalog of criteria. The catalog has different criteria and weightings that are adjusted according to needs. The result, in combination with the dependencies and possible further planned projects, allows to present the right priorities to start with the most important functions.

Create CRM specifications Create CRM specifications

The CRM specification is the basis for product selection and provides the framework for CRM implementation. The specification contains information on CRM strategy, tools, environments, reporting and more.

Based on the function prioritization and the requirement specification, an execution plan is drawn up for the next steps, including the effort and a detailed schedule.
The results of the assessment are summarized and documented by Qualysoft.


We offer the right approach for companies that want to introduce a CRM system or want to have their existing system and its compatibility with company requirements evaluated.


Your way to a tailor-made CRM system

Every evaluation project begins with a workshop to define your CRM strategy. Together we identify all technical and IT-specific requirements for a CRM system for the subsequent selection process. We will show you the best options for mapping sales, service and marketing processes in your CRM solution. We bring cross-industry and cross-tool examples that show the benefits of a CRM system. Based on the established requirements, we will evaluate potential suppliers and leading solutions available on the market.


After the workshop you will be able to:

  • demonstrate the clear benefits of a CRM system for your company and users
  • compare an actual / target analysis
  • define in detail the most important content such as interfaces, functions such as submission of offers, opportunity management, lead management, marketing topics, etc
  • define the right CRM system for you across all manufacturersm with the specifications we create
  • optimally exploit the potential of a CRM system for your company

Our approach to CRM consulting

We help you take your customer relationship management to the next level and integrate your CRM initiative into a successful customer experience platform. Based on your individual strategy, our experts support you in the implementation, maintenance and continuous development of customer-specific CRM solutions.

We focus on the needs and requirements of our customers and give you recommendations to make your customer relationships even more successful. Secure your business success and benefit from our comprehensive range of services, which covers all areas of your CRM project:

  • Solution-oriented CRM consulting is product-independent
  • Development of an individual CRM strategy and support with the introduction
  • CRM process optimization
  • Implementation, maintenance and continuous development of a customized CRM solution
  • Individual training so that you can fully benefit from your CRM system