Additional Potential in Customer Management with Consulting Support
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.
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.
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.
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.
Strengthen your Customer Relationship with a holistic Approach
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.
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.
CRM envisioning and evaluation
CRM assessment and workshops
Individual CRM consulting
Change management and project management
Customer journey / customer experience
Our Success Stories
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.
With Change Management 20'000 Employees migrated to M365 in a short Time for increased Efficiency
Sika needed to digitize its workplace quickly because its existing cloud solution was being discontinued. Thus, a functioning solution had to be found quickly, which also had to be guaranteed for 12 languages.
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 brocki.ch
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 youFrom cultural Change to technological Implementation - we support you.
Do not hesitate to contact me.
CRM Consulting & Innovation Lead
MAS in Customer Relationship Management