The right starting point

Who is this useful for?

For companies where contacts arrive from different sources, responsibilities are not always clear, or follow-up requires substantial manual work. The solution also suits teams where marketing and sales have different views of what makes an enquiry relevant and need a shared basis for handling and evaluation.

Specifically for your company

What we deliver for you.

01

Document the actual process

We follow a contact's journey from the initial enquiry through subsequent handling. We discuss the systems used, information needs and responsibilities. Recurring questions and manual handovers reveal where a change could be useful.

02

Define a simple target process

Before adding technology, we clarify the necessary steps together: which contacts are recorded, who takes responsibility for them, and when is follow-up due? These decisions establish the requirements for CRM structures, status fields and transparent distribution of incoming enquiries.

03

Connect systems and communication

Depending on the available capabilities, we connect forms, the CRM and other systems in use. Automation can support recurring steps. Email sequences or re-engagement of existing contacts are only planned when the content, data foundation and intended use case are appropriate.

04

Feed responses back into marketing

We define which information from contact handling is useful for marketing decisions. This may include recurring needs or the agreed criteria for suitable enquiries. Campaigns and content then gain an additional basis for their development.

From the starting point to delivery

How we work together.

  1. 01

    Make processes visible together

    Working with your contacts, we map the existing journey and the main difficulties. We record which systems are already used and which tasks belong to marketing, sales or other participants.

  2. 02

    Implement priority integrations

    We begin with the agreed changes and assess the technical capabilities required. Rules, handovers, and communication steps are set up clearly. Sample contacts help verify that information arrives in the right place within the intended workflow.

  3. 03

    Review and adapt in everyday use

    After introduction, we jointly review how the process works within the team. We refine areas where information is missing or rules are too cumbersome. Further automation follows only when the underlying process is sufficiently clear.

Discuss exceptions before automation

Alongside the standard workflow, we examine situations where rules do not apply clearly. An inquiry may be incomplete, fit several service areas, or concern an existing contact. Together, we establish which information is then needed and who takes responsibility for further handling.

These decisions inform the agreed implementation. Technical options are checked against your systems. Where automatic assignment is not useful, a clear manual step is provided. This creates a foundation that lets your team handle exceptions and assign follow-up questions unambiguously.

Define responsibility after setup

A process should remain understandable even when responsibilities change. At handover, we therefore clarify who maintains rules, recipients and required fields. The intended steps are checked using suitable examples. If your offering or team changes, an agreed adjustment to the process can be arranged.

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.

Do we need to introduce a new CRM for this?

Not necessarily. We first check whether your existing system can support the required workflows and which integrations are possible. A clearer structure is often the first priority. If technical limitations exist, we discuss requirements and possible next steps before deciding on a change or additional systems.

Which tasks can be automated?

That depends on your processes and the capabilities of the systems in use. Possible tasks include capturing and allocating new contacts, internal notifications or defined follow-up steps. We assess each element in the context of the process. Personal decisions and individual communication retain a clear place.

Can anwision also manage the preceding marketing activities?

Yes. Websites, landing pages, campaigns and email marketing can be combined with process work. The benefit lies in jointly agreed requirements for content, contact fields and handovers. You can also begin by improving a single workflow and add further services to the collaboration as needed.

What happens if an enquiry does not match any rule?

For these cases, the target process identifies a responsible person or point of contact. We assess which notifications or technical handovers are possible using your systems. Further handling should remain clear even without an unambiguous automatic assignment.

How are later changes in sales taken into account?

New responsibilities or offerings can affect fields, assignment rules and follow-up tasks. We recommend reviewing these changes together with the people responsible. Adjustments or ongoing support can be agreed according to the scope.

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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