The right starting point

Who is this useful for?

This service suits companies whose contacts are spread across several lists, inboxes or systems. It may be unclear who has taken responsibility for an enquiry or what was last discussed. We start with the actual workflow and involve the employees responsible. This establishes the requirements for contact fields, progress statuses and handovers. A new CRM is not automatically necessary. We first look at what is possible in the existing system and which organisational decisions need to be made independently of the technology.

Part of our offering Sales & Automation

Specifically for your company

What we deliver for you.

01

Record contact sources and needs

We establish where enquiries come from and what information is available in each case. With your team, we follow typical contacts through the current process. This reveals missing details, duplicate transfers and unclear handovers. The review focuses on the workflows that actually need improvement.

02

Define the CRM structure

Together, we establish which contact details and processing stages are needed. The structure should be understandable for the team and support specific decisions. Additional fields are not created without a purpose. Existing systems, access permissions and technical capabilities also influence how the agreed structure can be implemented.

03

Assignment and next steps

Responsibilities and follow-up steps are agreed for incoming contacts. We clarify the rules for distributing enquiries and when personal intervention is necessary. Reminders or automated handovers can support this structure. The elements to be implemented technically are explicitly agreed based on the systems available.

04

Check handovers and agree usage

Using suitable examples, we check whether all information reaches the intended destination and whether handling remains clear. Special cases, such as missing details, are discussed with your team. We agree who will be responsible for ongoing use and any adjustments. Ongoing support can be arranged if further assistance is needed.

From the starting point to delivery

How we work together.

  1. 01

    Understand the workflow

    Your contacts show us typical enquiries and how they are handled. We record systems, responsibilities and recurring difficulties, and define the specific project scope.

  2. 02

    Implement the structure

    Jointly defined contact fields, processing statuses, and handovers are set up. Your team provides the subject-matter decisions and required access for the agreed implementation.

  3. 03

    Introduce into everyday work

    We check the process using agreed examples and discuss further use. Responsibilities for maintenance and subsequent changes are recorded clearly.

Contact fields must serve a purpose

A large data collection only helps your team if the information is understood and used in everyday work. Start with the details genuinely needed for assignment, a response, and the next step. For every additional field, it should be clear who maintains it and which decision depends on it. anwision helps structure this around your process. Processing statuses receive clear meanings so that different employees can classify the same case as consistently as possible.

Distinguish the contact from the individual inquiry

A company or individual may approach you with several different needs. Consider which information belongs permanently to the contact and which describes a particular case. This distinction prevents the status of one project from accidentally applying to every other enquiry. How the separation is implemented depends on your CRM. Together, we use typical examples to check how responsibility and the next step can remain clear when several matters are being handled in parallel.

Practical preparation

What has already been clarified?

Use these points for your brief. We can clarify open questions together.

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Preparation for your project

Good to know

Frequently asked questions.

Can we keep our existing CRM?

We assess this against your requirements and the system's capabilities. Often, part of the task is a clearer structure or explicit responsibilities. If technical limitations become relevant, we discuss them before implementation. A change is not assumed and only takes place following a joint decision.

Are our existing contacts transferred automatically?

Transferring existing data requires separate agreement. We need information about the source, structure and quality of the records, as well as the intended destination system. Together, we clarify what should be transferred and what preparation is necessary. A CRM structuring project does not automatically include cleaning or migrating all existing data.

Is lead management the same as full sales automation?

Here, lead management focuses on capturing, assigning and handling contacts in an organised way. More extensive automation may involve additional systems and communication steps. We first define the task's boundaries. Further connections or workflows are added once the underlying process is clear and the technical requirements are met.

How do we handle several enquiries from the same company?

We first clarify whether the inquiries concern the same issue or different projects. Structure and assignment build on this. We consider such examples during setup so that processing statuses are not unintentionally mixed. The specific presentation depends on your system's capabilities.

Who corrects an incorrect assignment in daily operations?

Your team should identify a responsible person and a clear process for this. Technical rules can support distribution but do not replace every expert decision. Where incorrect assignments recur, we examine whether incoming data, criteria, or responsibilities need adjustment.

Clients & collaboration

Get to know our clients.

Our clients include companies in property, hospitality, logistics and tax advisory. Ask us about work examples that relate to your project.

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