CRM Consulting

CRM Consulting

Additional Potential in Customer Management with Consulting Support

Focus on your customers to increase your company’s success. A strong and successful customer relationship requires optimized and coordinated customer relationship management (CRM). We provide targeted support and consulting – from evaluating CRM technology, optimizing the customer journey and experience to implementing structured account management in sales.

Strategic CRM Consulting for Experiences that inspire Customers

We define customer relationship management as a management and organizational principle that is integrated throughout the company. It is based on a customer-centric culture, with optimized processes and modern technologies driving the long-term success of the company. You can use data from CRM to better understand your customers’ behavior.

We respond to the individual needs and maturity of your company. Using our tried-and-tested frameworks and CRM assessments, we can show you any areas where you have room for improvement. We help you to efficiently design and implement modern work processes to equip your employees for an improved customer journey and experience. Together, we shape your digital working methods.

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Software Evaluation

The evaluation of the appropriate software solution and the right implementation partner are critical and decisive success factors of a CRM project. We advise you with our experience in the selection of partners.

CRM Consulting Meeting für die Software Evaluation

Increase CRM Efficiency

The introduction of a CRM system is the beginning, the goal is to successfully implement the principle of CRM. By means of CRM assessments we can identify the potentials in the company and start where the highest effect is achieved.

2 stehende Frauen vor PC zur Besprechung der CRM Consulting

Optimize Processes

Process optimization in sales, marketing and service is nowadays carried out hand-in-hand with system implementation. With our CRM system experience, we can design processes that work in practice and are ideally supported by CRM systems.

3 Personen stehend vor Bilrschilrm besprechen Optimierung von CRM Prozesse


Strengthen your Customer Relationship with a holistic Approach

Our CRM projects take a holistic view of your company and strategy – organization, culture and technology are all taken into account and developed equally. The company-specific CRM roadmap provides all stakeholders with a clear overview of the next steps. Proactive change management supports the implementation of newly defined processes, organizational models and modern technologies.

CRM Consulting Meeting mit Skizzierung am Whiteboard

CRM Assessment and Frameworks

Let's turn your CRM vision into reality. In a first step, we evaluate your current status and potential. In a free of charge CRM assessment, we discuss your goals and develop a CRM roadmap. In further workshops, we use our frameworks to define the CRM strategy and which measures can be implemented in which fields of action in order to optimize customer relationship management.

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Services included in our CRM Consulting

Together, we shape the contact management, sales management and productivity of your employees – all with the aim of understanding, improving and expanding your business relationships.

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CRM envisioning and evaluation

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CRM assessment and workshops

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Individual CRM consulting

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Change management and project management

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User adoption

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Customer journey / customer experience

Success Stories

Our Success Stories

Evaluation expertise: How isolutions helped MLL Legal to select an efficient and neutral partner

MLL Legal optimized its work processes thanks to isolutions' evaluation expertise. Intensive workshops and online surveys were used to integrate employees at an early stage, develop optimized processes and lay the foundation for the selection of a suitable partner.

Efficient Customer Service and Process Optimization thanks to digital CRM Solution

Swissgenetics improved the work processes of its sales force by implementing a modern CRM solution. The digital solution enables efficient customer service, centralized data collection and strengthens long-term customer loyalty.

Support and Project Manager for successful Evaluation Process

Together with EXPERTsuisse, isolutions develops their requirements for a new member and education management tool. isolutions supports the process and provides a project manager.

International Business driven by Introduction of Microsoft D365

In order to be able to manage and plan its international business with around 1,500 partners more efficiently, V-ZUG has switched to Microsoft Dynamics 365.

Increased Efficiency and fewer Excel Lists thanks to Microsoft D365

In order to reduce the effort and Excel-based documents, Rotpunkt-Pharma has opted for a digital solution. Using Microsoft D365, the efficiency of work processes has increased by 20% and employee satisfaction is visibly higher thanks to digital processes.

Sales, services and marketing united in one tool thanks to Dynamics 365

Sales, services and marketing united in one tool and networked with SAP thanks to Dynamics 365.

The entire IT from a single source

TESTEX has chosen the forward-looking and infinitely scalable Microsoft technology platform and isolutions as its strategic IT partner.

CRM solution at

Over 700 Users migrated to the Microsoft Cloud for a modern CRM

The Zurich University of Applied Sciences (ZHAW) is taking off and migrating its Microsoft Dynamics 365 to the cloud with isolutions.

More exchange and transparency thanks to Dynamics 365

More exchange and transparency without media discontinuity thanks to seamless contract management from Dynamics 365 and SharePoint.

Optimized sales processes and better customer care thanks to CRM D365

Efficient sales processes from the cloud for the deregulated energy market. To provide BKW with added value, a group-wide integration-ready customer relationship management project was launched under the name of futureCRM.

Shorter processing time for customer inquiries thanks to Dynamics 365

Shorter processing time for customer inquiries thanks to introduction of Dynamics 365. Every week, 9’000 customer inquiries can now be processed efficiently and with higher quality.

With xRm away from the Excel solution

Move away from Excel to more effective and efficient collaboration with xRm.

We support you
From cultural Change to technological Implementation - we support you.


Do not hesitate to contact me.

Pascal Lanz

CRM Consulting & Innovation Lead
MAS in Customer Relationship Management
Pascal Lanz