Practical Knowledge for SMEs: Free Resources for Digitalization
What you will find in our resources section
White Papers: Well-Founded Orientation Knowledge
Our whitepapers provide decision-making foundations on key topics: CRM implementation, marketing automation, D2C strategy, new customer acquisition. Compact, practical, directly from Swiss SME projects.
Checklists: Ready to Use for Your Project
Before CRM implementation, Shopify launch, or marketing automation start: Our checklists show which prerequisites need to be checked and which risk factors are often overlooked.
Blog: Ongoing Practical Tips, Latest Trends & Topics
The Helda Blog supplements the resources with current articles from project practice: new case studies, tool assessments, SME tips. Free, regularly updated.
Whitepapers: Well-founded Orientation Knowledge for Decision-Makers
CRM Implementation for SMEs — The Pragmatic Guide
When is a CRM worthwhile? Which system is right for you? How can it be implemented successfully without extensive IT overhead? This guide answers the most important questions – concisely and without technical jargon.
Marketing Automation for SMEs — What Really Works
Realistic Applications for Swiss SMEs: What does automation really deliver, what are its limits, and what budget should be expected? Honest, pragmatic, practical.
E-commerce strategy and new customer acquisition
D2C or marketplace? Which digital channels really deliver qualified leads for Swiss SMEs – and at what cost? Two decision-making aids, compact and directly applicable.
Checklists: Immediately Usable for Your Next Digital Project
CRM Implementation — 20 Questions Before System Launch
Clarify the most important prerequisites for a successful CRM implementation. Go through this checklist with your team – every open point is a risk factor.
Shopify Launch — from domain to first sale
Structured overview of all steps before going live: Domain, design, payment, tracking, DPA / GDPR, first test purchase. Nothing forgotten – all on one page.
Marketing Automation and New Customer Acquisition Readiness
Checks whether the necessary foundations are in place. Landing pages, tracking, budget, goal definition: Before you start, you'll know if you're ready.
Who created these resources – and why for free
From project work straight into practice
All resources were developed from real projects with Swiss SMEs. No academic theoretical knowledge, but rather guides that we use ourselves – and are now making available to you.
Guidance for Freelancers and SME Decision-Makers
Anyone who wants to get their bearings independently will find everything they need here. If, after reading, you realize that professional guidance would be beneficial: Helda Solutions is available for a non-binding initial consultation.
Premium Content: Quick Registration, Instant Access
For selected content, we ask for a brief email registration. This allows us to inform you about new resources – and you gain access to in-depth content that goes beyond the basic resources.