A CRM that suits your sales and your team.

First understand the process, then decide on the tool

A CRM should make customer relationships and sales opportunities understandable. If contacts are missing, every employee uses different statuses or the reporting is based on additional tables, another tool alone is rarely the whole answer.

Systemlink looks at the processes, data and roles together with you. This makes it clear whether the existing CRM can be improved or a new solution makes sense. The decision is based on your requirements and actual day-to-day work.

What a CRM implementation includes

Not every project requires all steps to the same extent. A targeted expansion of an existing system differs from a completely new introduction. This demarcation belongs at the beginning of the collaboration.

• Clarify requirements, responsibilities and common sales phases.

• Structure contacts, companies, sales opportunities and relevant data.

• Plan data transfer, duplicates and quality rules.

• Connect marketing, email, calendar and other tools in a meaningful way.

• Automate lead attribution, offers and follow-ups.

• Prepare reporting, introduction, documentation and handover to the team.

Clear processes for setter, closer and advisory teams

In sales, it must be clear who is responsible for a contact and what activity is next. We design handovers and statuses in such a way that this responsibility remains visible. Relevant information should be available where the team actually works.

Automations can assign contacts, prepare tasks or inform about a necessary next step. To do this, you need clear rules and reliable data. If a customer responds or a sales opportunity changes, the rest of the process must also change accordingly.

Reporting as part of the system

A pipeline number is only useful once its meaning is clear. What opportunities do these include? What period do they come from? How are won orders and expected sales differentiated? We define these definitions together with the data sources.

The CEO Dashboard can connect this information to marketing, fulfillment and finance. It is the management level within the revenue system. Its quality depends on the processes and data that are maintained in everyday life.

CRM consulting from Wädenswil

Systemlink supports companies in Switzerland and Germany from analysis to implementation and agreed support. Our location is Au ZH in the municipality of Wädenswil. In the initial consultation, we look at your current situation and determine which next step makes sense for your team.

Read more on the blog: Which CRM system fits your SME? · Follow up on offers automatically: with clear rules and AI. · CEO Dashboard: Which key figures help with decisions?

Further services and practical examples: Sales automation · Marketing automation · CEO Dashboard & Reporting · Palacios Relations practical project: combining CRM, marketing and reporting.