The right starting point
Who is this useful for?
This service is for companies receiving inquiries through multiple channels whose handling is becoming increasingly difficult to manage. Responsibilities may be unclear, information may be transferred repeatedly, or follow-up may depend on particular individuals. We examine the actual journey from initial contact to subsequent sales handling, involving the employees who work with the process every day. The aim is a clear structure supported by useful technology. Your processes, systems, and available information determine which steps should be automated and where a personal decision remains necessary.
Specifically for your company
What we deliver for you.
Process review and priorities
We establish where contacts originate, what information is available and how they are currently handled. We examine handovers, recurring tasks and potential gaps. Together, we prioritise the points where clearer structure or automation would be useful. This creates a practical implementation plan rather than a collection of disconnected technical features.
CRM structures
A CRM should clearly reflect everyday work. We help structure contacts, progress statuses and required information. The necessary fields and processes are derived from your sales workflow. Existing systems are considered; potential changes or a new system are only planned after review and joint agreement.
Lead allocation and handovers
Together, we define which enquiries go to which people or teams. The criteria can follow your specific offering and responsibilities. The agreed technical implementation connects incoming enquiries with subsequent handling. We also clarify how exceptions are identified and who intervenes when an automatic assignment is unsuitable.
Follow-up, appointments and re-engagement
We structure agreed next steps such as reminders, follow-up tasks or preparation for booking an appointment. Re-engaging existing contacts can also be treated as a separate process. Together, we clarify the reason, available information and communication prerequisites. Personal sales work and automated steps should complement each other and remain understandable to your team.
Connecting different systems
If data is to be transferred between the website, campaigns, CRM or other applications, we review the required connections. Technical possibilities depend on the systems in use and available access. We implement the agreed processes, considering not just the standard case but also missing details and necessary manual follow-up questions.
Specialist services
CRM & lead managementFrom the starting point to delivery
How we work together.
- 01
Make the process visible together
We speak with the responsible people and follow typical enquiries through your process. Together, we identify systems, responsibilities and recurring tasks. This creates clearly defined implementation priorities.
- 02
Implement structure and connections
The agreed CRM structures and automations are set up. You provide the required access and professional decisions. We use suitable examples to check that information and tasks arrive in the intended place.
- 03
Introduce into everyday work
We coordinate the handover with your team and clarify responsibilities for continued use. Additional adjustments or ongoing support can be arranged if processes or systems change later.
Start with a clearly defined handover
A useful starting point can be a single workflow in which information is regularly missing or manual work is duplicated. First describe the input, intended outcome and people involved without using software terminology. These details then establish the requirements for systems and automation. We work with you to identify which decisions follow fixed rules and where someone needs to assess the context. A manageable scope makes review easier and reveals which additional connections could be useful later.
Review special cases before use
A workflow should work with more than fully completed sample contacts. Discuss missing details, existing contacts, changes in responsibility and completed cases too. These situations need suitable rules or a route for manual handling. Together, we check what information is available for each decision. We also agree who will resolve uncertainties in day-to-day use. This keeps responsibility clear, even when an automated step cannot fully resolve a particular case.
Practical preparation
What has already been clarified?
Use these points for your brief. We can clarify open questions together.
How the collaboration can be structured
Tailored to your needs.
Individual services, a clearly defined project or ongoing support: together, we determine the help you need. Scope, responsibilities, approvals and costs are agreed before work begins.
Discuss the service scopeGood to know
Frequently asked questions.
Do we need to introduce a new CRM?
Not automatically. First, we review how your existing system is used and what the actual requirements are. Often, the task concerns responsibilities, data structure or handovers. Whether adjustments are enough or another solution should be discussed follows from this starting point. A system change is not assumed without a joint decision.
Which processes can usefully be automated?
Recurring steps with clear rules and reliable input data are particularly suitable. These may include assignments, information transfers or internal reminders. Where professional judgement or a personal conversation is needed, human involvement remains important. We therefore consider each workflow in context rather than automating as many steps as possible without examining them.
What does anwision need from our team?
We need insight into how contacts are actually handled, the systems in use and existing responsibilities. A designated contact consolidates decisions and organises the necessary access. Employees involved in daily work help identify exceptions. Your involvement depends on the project scope and is planned together before implementation.
Is every integration between our systems possible?
That can only be assessed against the specific applications, available interfaces and data required. We check the planned connections before implementation and agree suitable approaches with you. Any limitations or additional technical requirements are identified. Setting up individual workflows and providing ongoing support can be agreed separately.
Can we start by improving just one workflow?
Yes. A defined process can be examined and implemented separately. It is important that its handovers to other tasks are clear. Together, we define the starting point, outcome and responsibilities, and record which adjacent workflows will initially remain unchanged.
What happens if a connected system changes later?
Changes can affect existing integrations. Responsibility for checking and adjusting them should therefore be discussed before handover. Ongoing support is possible but must be specifically agreed; it does not automatically follow from the original setup.
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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