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A 360° view of all your customers and your entire customer communication - what may sound like a distant future scenario to you is easily implemented in your company with a CRM solution.

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Bye, bye Excel lists

In your CRM system, you have all your customer data secured in one place, allowing you to segment your market and subsequently address your defined target groups more easily. Without a centralised CRM system, customer data is often hoarded in Excel lists of individual employees, there are numerous duplicates and nobody really has an overview of the actual customer base.

For us, a CRM implementation project starts precisely with creating order and an overview and enabling an all-round view of each individual customer. This does not stop at communication with your customers. You can record and collect every type of communication that an employee has with the customer in the CRM system. Notes, calls, tasks and much more.

There's more...


With the integration of tools such as Microsoft Outlook into your CRM, there are even more options. It is possible to link emails directly to the customer in the system and thus give several employees and managers the opportunity to track any customer history. This is not only important if an employee is suddenly unavailable, but also to close the rifts that often exist between departments, such as sales and marketing.

All with one central goal: to know the respective customer better, to reach them better and to improve customer service. Contacts and appointments can also be synchronised directly with Microsoft Outlook - duplicate processing is not necessary and efficiency is increased.

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Where is the overview now?

Not only do you have all your data stored centrally and always available, but you can always see the last contact with each customer and can also schedule the next contact. This allows you to seamlessly follow up on any communication that has already taken place with your contacts. This applies equally to master data such as companies and contacts as well as sales potential. This also offers a particular advantage in any form of customer service.
This allows you to utilise personal customer contact as a competitive advantage and clearly set yourself apart from your competitors. Especially in the digital age, it is particularly well received if you emphasise meaningful and value-adding contact. And this works particularly well if all your employees who are in contact with customers can also approach them in an informed manner.

Our conclusion

With modern CRM systems, companies can optimise their customer relationships and structure communication efficiently.

  • Centralised customer data: All customer data is stored centrally and can be accessed by authorised employees.
  • Targeted approach: Communication with contacts is made considerably easier thanks to simple access and tracking options.
  • Efficiency through integration: Integration with Microsoft Outlook increases efficiency and ensures seamless communication.
With a suitable CRM solution, you can manage your customer data centrally and enable your employees to access it anytime and anywhere. Centralised data management gives you a comprehensive picture of your customers, allowing you to address them in a targeted and needs-oriented manner.

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