In interviews with the sales managers, the requirements for a new CRM and reporting system were analyzed. In joint workshops it was finally worked out which data the management would like to have available. In the coming analysis phases, the system was then analyzed precisely for these points.

In the course of the project, all reporting documents used were checked and their data sources analysed.

The structure of the previous CRM system was put through its paces.

In the design phase, the structure of the CRM system was defined and approved in joint workshops. In the design, it was determined which data will be maintained in the system in the future and how. For example, it was specified that activities must be entered into the system on a daily basis.

Ultimately, we at Limendo implemented the system for the customer. The customer was closely involved, especially in testing the implementation steps and milestones.

Data, some of which was not previously recorded, is now recorded in the system using a stringent logic.

Customer data is stored centrally in a system and collected by everyone in the organization

Standardisation of reporting in relation to customer data (from four reports to zero manually generated reports). Reporting is now automated via CRM.