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Knowledge for connected businesses.
Practical articles on CRM, AI and business processes. For decisions that help in everyday work.
CRM & Sales
Palacios Relations practical project: combining CRM, marketing and reporting.
How the work on HubSpot, Customer.io, WhatsApp and reporting related to a customer project. An insight into the documented project scope.
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Data & CEO dashboards
Practical project FLEXXI Care: Connect AWS data with HubSpot.
An insight into the Systemlink project at FLEXXI Care: connecting databases to the CRM and creating a basis for KPI trackers and internal tools.
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AI & automation
AI automation in medium-sized businesses: defining a viable pilot.
A practical guide for companies in Germany: Clarify the task, data, responsibilities and acceptance of an AI pilot before implementation.
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CRM & Sales
Which CRM system fits your SME?
The best CRM system depends on your processes, data and employees. This selection guide leads from concrete requirements to a verifiable practical test.
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Processes & digitalization
Automate business processes: where do you start?
Choose the first flow based on usefulness, clarity and feasibility. A practical method for companies that want to specifically reduce manual handovers.
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AI & automation
Follow up on offers automatically: with clear rules and AI.
A follow-up workflow needs more than a delayed email. How to connect quote status, customer responses, AI support and human accountability.
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Data & CEO dashboards
CEO Dashboard: Which key figures help with decisions?
Sales, pipeline and forecast only become helpful with clear definitions. This is how you connect key figures, data sources and concrete decisions in a CEO dashboard.
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From questions to implementation.
Sales automation
Systemlink connects lead routing, CRM and offer follow-ups. Individual sales automation for teams in Switzerland and Germany.
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Marketing automation
Individual marketing automation with Customer.io, CRM and advertising platforms. Systemlink connects customer data, emails and usable feedback.
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Customer onboarding & project processes
Systemlink connects CRM completion, customer data, project start and internal handovers. Individual onboarding automation for companies in Switzerland and Germany.
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CEO Dashboard & Reporting
Systemlink connects marketing, sales, service provision and finance in the CEO dashboard. Individual reporting with comprehensible data and key figures.
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Systemlink on Lake Zurich
Systemlink from Au ZH in Wädenswil connects CRM, data and AI. Individual process automation for companies on Lake Zurich, Switzerland and Germany.
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AI automation
Systemlink develops individual AI workflows for companies in Switzerland and Germany. Connected to your CRM, your data and your team's tools.
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Ops automation
Reduced manual handoffs between CRM, marketing, sales and customer support. Systemlink analyzes, connects and supports your business processes.
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CRM consulting
CRM consulting, introduction and optimization for companies in Switzerland and Germany. Systemlink connects data, sales processes, automation and reporting.
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