dotSource - your digital agencydotSource - your digital agency
← back
  • Home
  • ServicesServices
    • ÜbersichtÜbersichtServices
    • Know HowKnow HowDigital Consulting
    • Remote BusinessRemote BusinessRemote Business
    • E-CommerceE-CommerceE-Commerce
    • Starke MarkenStarke MarkenContent Management
    • DatenmanagementDatenmanagementPIM, MDM & DAM
    • Vertrieb und MarketingVertrieb und MarketingCRM, Sales & Service
    • Marketing AutomationMarketing AutomationMarketing Automation
    • Digitale KampagnenDigitale KampagnenDigital Marketing
    • User-Experience-DesignUser-Experience-DesignUX Design & Usability
    • Brand ExperienceBrand ExperienceBrand Experience
    • IT Cloud ServicesIT Cloud ServicesCloud Services
    • Data-Driven BusinessData-Driven BusinessData-Driven Business with BI & AI
  • SolutionsSolutions
    • Solutions
    • SAP
    • Salesforce
    • Adobe
    • commercetools
    • Magento
    • Shopware
    • Intershop
    • Coveo
    • MuleSoft
    • FirstSpirit
    • Magnolia
    • TYPO3
    • Contentful
    • Bloomreach
    • Frontastic
    • Stibo Systems
    • Contentserv
    • Akeneo
    • CELUM
    • Zoom
    • Microsoft Teams
  • IndustriesIndustries
    • Industries
    • AgricultureAgricultureAgriculture
    • Construction BuildingConstruction BuildingConstruction & Building
    • Trade FairsTrade FairsTrade Fairs
    • PharmacyPharmacyPharmacy
    • Consumer GoodsConsumer GoodsConsumer Goods
    • IndustryIndustryIndustry
    • RetailRetailRetail
    • WholesaleWholesaleWholesale
  • AgencyAgency
    • ÜbersichtÜbersichtOverview
    • Management und TeamManagement und TeamManagement and team
    • EinblickeEinblickeInsights
    • Vision und MissionVision und MissionVision and mission
    • PressePressePress
    • Soziale VerantwortungSoziale VerantwortungSocial Responsibility
    • Handelskraft KonferenzHandelskraft KonferenzHandelskraft 2020
    • PartnerPartnerPartners
  • ReferencesReferences
    • ÜbersichtÜbersichtOverview
    • KundenKundenClients
    • Success StoriesSuccess StoriesSuccess Stories
  • Media CentreMedia Centre
    • PublikationenPublikationenPublications
    • Success StoriesSuccess StoriesSuccess Stories
    • WebinareWebinareWebinare
  • Career
  • Handelskraft
  • DE
  • EN

You are here:

  1. Home
  2. Services
  3. Customer Relationship Management
  4. CRM System Selection

CRM System Selection

A CRM system should be geared to your processes and not the other way around. Together with you we will find the CRM solution that meets your requirements and goals in the areas of marketing, sales and service.

CRM Systems and Providers in Comparison

In our current »Selecting Customer Relationship Management Software« white paper, you will find an overview of all relevant CRM system providers on the DACH market (Germany, Austria, Switzerland) and a direct comparison in the dotSource CRM vendor matrix.

Download here

A CRM System Should Be Geared to Your Processes and Not the Other Way Around

Investing in an up-to-date CRM system pays off because it increases your company’s success in the long term through higher customer satisfaction and customer loyalty. Due to the large variety of CRM software solutions, however, it is often not easy to decide which system is the right one. Some systems are specifically designed for a certain company size, others for the needs of a specific industry.

However, the individual requirements of your own organisation should play a decisive role in the system selection. Since these requirements can strongly differ between various departments, we get all departments that are in contact with customers on board at an early stage for the CRM system selection. These departments mainly include marketing, sales and service.

Send an enquiry now!

Their specific requirements and goals are taken into account when selecting a system. Based on these, we create a list of differently weighted criteria which we use to select a CRM system for you. According to your requirements, this should be a system that perfectly maps your marketing and sales processes and that allows you to analyse and evaluate your customers’ behaviour. This forms the basis for addressing your customers even better in the future.

Systematic CRM Selection

At the beginning of the evaluation process, it is not just about listing necessary functions or technical details but about analysing your company. Therefore, the focus is on internal and external research as well as on the development of your most important business processes in order to

  • guarantee a concrete definition of your business requirements
  • filter out bonus points and criticism of your existing systems across departments
  • determine priorities for your CRM strategy in the form of use cases
  • identify interfaces and potential for optimisation in marketing, sales and service
  • find out which data on customers, leads and workflows has to be available
  • define clear criteria for the selection of CRM providers and systems

based on your current situation and with regard to short- and long-term goals.

Successful with Systematic CRM

We support you in decision making and work together to find the CRM system that

  • suits your company, your requirements and goals
  • perfectly maps your marketing, sales and service processes
  • allows you to analyse the needs and behaviour of your customers in a targeted manner
  • supports you in in a data-driven, customer-centric and future-oriented way when it comes to shaping your digital customer relationships

Best Practices of Successful CRM System Selection

INNIO
Mevaco Logo
De Gruyter
Swarovski Optik Logo
  1. CRM System Selection
  2. A CRM System Should Be Geared to Your Processes and Not the Other Way Around
  3. Systematic CRM Selection
  4. Successful with Systematic CRM
  5. Best Practices of Successful CRM System Selection
  6. Contact
  7. Exclusively for retailers, manufacturers and publishers: request the white paper now!
bevh Business Partner greybevh Business Partner color
Logo BVDW Trusted AgencyLogo BVDW Trusted Agency
commercetools Partner Logo greycommercetools Partner Logo color
Contentserv Logo greycontentserv Logo
e-Spirit Logo greye-Spirit Logo
Google Partner Logo greyGoogle Partner Logo
IBM Business Partner Logo greyIBM Business Partner Logo
K5 Liga Logo greyK5 Liga Logo color
Magento Logo greyMagento Logo color
Salesforce LogoSalesforce Logo
SAP Hybris grey LogoSAP Hybris blue Logo
shopware Logo greyShopware Logo
Adobe Business Solution Partner greyAdobe Business Solution Partner color
Stibo Systems Logo greyStibo Systems Logo
Typo 3 Logo greyTypo 3 Logo
Magnolia LogoMagnolia Logo
Akeneo LogoAkeneo Logo

More Information

  • System Selection
  • E-Commerce Consulting & Strategy
  • User Experience Design
  • Magento
  • Intershop
  • SAP Hybris Commerce
  • Salesforce Commerce Cloud
  • Salesforce CRM​​​
  • Google AdWords
  • Online Shop Search Engine Optimisation
  • Newsletter & E-Mail Marketing
  • Conversion Optimisation
  • Product Information Management (PIM)
  • Content Management
  • Customer Relationship Management (CRM)
  • E-Commerce Training

More from dotSource

  • Partners
  • Digital Business School
  • Labs
  • Handelskraft

Locations

Head Office Jena

Goethestraße 1

07743 Jena, Germany

T +49 3641 797 9000

F +49 3641 797 9099

office-jena(at)dotsource.com

Office Berlin

Hardenbergstraße 9

10623 Berlin, Germany

T +49 30 220 122 360

office-berlin(at)dotsource.com

Office Leipzig

Hainstraße 1-3

04109 Leipzig, Germany

T +49 3641 9919 1000

office-leipzig(at)dotsource.com

Office Dresden

Theresienstraße 18

01097 Dresden, Germany

T +49 351 7999 9000

office-dresden(at)dotsource.com

Office Stuttgart

Feuerseeplatz 14

70176Stuttgart, Germany

T +49 711 252769 50

office-stuttgart(at)dotsource.com

Contact Form

© 2021 dotSource GmbH - Digital Success right from the start

Follow Us

  • Subscribe to our YouTube Channel
  • Follow us on Twitter
  • Follow us on Instagram
  • Follow us on Xing
  • Follow us on LinkedIn

Page Topics

  • Adobe Marketing Cloud
  • Multichannel Strategy
  • SAP Hybris Customer Engagement & Commerce
  • Mobile Commerce
  • Shop Management
  • Full Service and Entry Level Solutions
  • B2B E-Commerce
  • Fashion & Lifestyle
  • Media & Publishing
  • Digital Transformation
  • commercetools
  • E-Commerce with Microsoft Dynamics

More links

  • Contact
  • Privacy Policy
  • Imprint
  • Terms and Conditions
Contactto Top