Agency for

CRM strategy & process design

Your path to a successful CRM framework:
We develop your CRM strategy and design process-oriented structures - practical, customer-centric and HubSpot-oriented.

Your path to a structured CRM future

A CRM is only effective if it is strategically anchored and operationally well thought out. We help you to develop a viable CRM strategy based on requirements, processes and target groups - with HubSpot as the technological foundation.

Together, we analyze your existing processes in marketing, sales and service, define relevant customer journeys and create a CRM structure that enables your teams to manage customer relationships effectively and use data profitably.

Your advantages

Agency for CRM strategy & process design

01 Defining CRM objectives - strategically and practically

We work with you to develop a CRM target picture that is basedon your business goals, internal resources and the needs of your customers - focused on measurable impact and real applicability.

02 Process design & customer journeys - integrated and efficient

03 CRM governance & implementation - structured and scalable

With clearly defined roles, data models, user rights and automation principles, we ensure a sustainable CRM structure - and support you through to operational implementation.

Our portfolio

CRM strategy
services

CRM needs analysis & target definition

We help you to formulate strategic requirements - based on KPIs, user roles, customer segments and digitalization potential.

Process & journey workshops

In interactive sessions, we analyze actual processes, outline target processes and structure customer journeys for marketing, sales and service.

Data modeling & object structure (especially for HubSpot)

We develop scalable data structures for your CRM architecture - including custom objects, lifecycle phases and property design.

CRM governance & organizational structure

Whether user roles, approval processes or naming conventions - we create standards that work in the long term.

Implementation planning & system configuration

We translate strategy into technology: e.g.through concrete roadmaps for HubSpot setups, tool interfaces, automation or reporting.