Our approach
Why a clear process is important
Digital marketing and sales systems are effective when strategy, processes and technology are aligned.
Without a clear procedure, isolated solutions, additional effort and frustration arise in day-to-day business.
Our structure creates:
- Transparency regarding goals, bottlenecks and priorities
- Understandable decisions regarding tools and architecture
- Reliable implementation with clear responsibilities
- A basis for ongoing optimization instead of one-off, rushed actions.
Where are you now – and where do you want to go?
In this phase, we create a shared understanding of the initial situation and the target vision.
What we do
- Recording of existing marketing, sales and customer processes
- Clarification of goals, target groups and key performance indicators
- Identification of bottlenecks and untapped potential
- Classification of existing systems and tools
Result
- Clearly defined target vision
- Shared understanding of the most important levers
- Basis for strategy, architecture and offering
What system do you need to achieve your goals?
Based on the analysis, we design the appropriate structure for processes, systems and data flows.
What we do
- Definition of target processes in marketing, sales and customer acquisition
- Design of a suitable CRM and system architecture
- Derivation of automation and integration possibilities
- Selection and recommendation of suitable tools and platforms
Result
- Clearly documented process and system architecture
- Decide which components will be built, modified, or replaced.
- Concrete roadmap for implementation
Who does what – by when – and with what quality?
During the implementation phase, we ensure that concepts become functioning systems.
What we do
- Detailed implementation planning and prioritization of steps
- Management of the technical implementation (internally or with partners)
- Quality assurance, testing and acceptance of the developed solutions
- Coordination with specialist departments and stakeholders
Result
- Live-enabled marketing and sales systems
- Documented processes and responsibilities
- A smooth transition to operational use
What works – and where is there additional leverage?
During the implementation phase, we ensure that concepts become functioning systems.
After the go-live, the real work begins: measuring, learning, improving.
What we do
- Regular evaluation of key figures and performance
- Identification of optimization potential in processes and systems
- Adaptation and expansion of automations and processes
- Strategic sparring on new growth and efficiency levers
Result
- Continuously improving systems
- Focus on effective measures instead of knee-jerk reactions
- Sustainable integration within the company
Your role – our role
Your role:
- Provide clarity about goals and framework conditions
- Enable access to relevant people and information
- Make decisions where necessary
Our role:
- Provide structure and direction
- Translating professional, procedural and technical contexts
- Control implementation and ensure quality
This way we work on an equal footing – with clear responsibility on both sides.
Next step
If you would like to know what this process could look like in your specific situation, we will start with a non-binding initial consultation.
In this we will clarify
- Your current starting point
- Your goals and priorities
- Whether and how cooperation makes sense