No customer should get lost in the process.

Yes. For example, the ERP can be authoritative for invoices and the CRM for account management. What matters is a clear assignment for each data type.

In principle, yes, after reviewing structure, quality and permitted use. Duplicates and conflicting values are resolved before the production import.

Sales and service need a shared view of the customer without distributing confidential information indiscriminately. We configure your CRM, connect it to the relevant systems and design clear processes for prospects, quotes, account management and service cases.

Requirements capture with sales, service and marketing and alignment of customer processes Rollout of Salesforce, Dynamics 365 Sales or HubSpot with roles and pipeline structure Integration with ERP, ticket system, telephony and marketing automation Data cleanup and duplicate matching before migration GDPR functions: consents, deletion concept, data subject access and logging

Customer process model with data ownership Configured CRM with tested interfaces Technical implementation of coordinated deletion and information request processes

We clarify with sales, service and marketing when a case is handed over and which information is needed for it. Stages of a sales opportunity need clear criteria; otherwise forecasts are hard to compare. Roles define who may view or change customers, terms and activities. Automations are designed so that employees understand the status and can handle exceptions. A platform’s standard functions are reviewed before custom extensions.

Companies, contacts and contracts can appear in several systems. We define authoritative sources, stable identifiers and rules for merging duplicates. An email address alone is not always a suitable customer key. Synchronization takes deletions, role changes and delayed changes into account. For consent, retention and information requests, we technically implement the rules agreed with your responsible departments. This also covers exported data and connected marketing tools.

A pilot group tests complete processes from first contact to handover to service. Acceptance testing includes data reconciliation, role checks and understandable task lists. Training and points of contact are planned to fit your team. We need sample processes, existing data sources and the metrics you want to use to evaluate the rollout.

Processes, system landscape, data quality Business units, IT, data protection, OTOKO® Process Consultant Process map, system inventory, data quality report, prioritized fields of action

Target processes, architecture, integration plan Business units, architecture, information security Target processes, system architecture, interface register, permission concept

One process or site in production OTOKO® consultants, key users, your IT Pilot with real data, feedback from key users, decision on rollout

Configuration, interfaces, migration, training OTOKO® consultants and developers, key users, your IT Configured system, interfaces, migrated data, training, acceptance

Monitoring, releases, support OTOKO® operations or your team Monitoring, release planning, support, annual permission review

Target processes, requirements, key user alignment

System architecture, interfaces, data ownership