Harmonization of sales processes

Objective

To make the client's worldwide sales efficient and future-oriented, a new CRM system must follow the “stick to standard” maxim. Due to the diversity of the current sales processes in the different countries, individual requirements in the existing processes must be considered. The new CRM system must ensure a comprehensive 360-degree view of the customers. A primary goal is the harmonization of all worldwide sales processes and ensuring usability for sales staff.

Approach

• Development of an approach for executing the project
• Steering of the overall project
• Conducting survey workshops
• Derivation of a product backlog and TO-BE processes
• Support in backlog refinement
• Ongoing project and program management and coordination

Result

A professional requirements analysis and an objective evaluation created transparency in the decision-making process for the implementation. ReqPOOL's functional and technical expertise laid a strong foundation for the implementation phase of the CRM project, securing the initiative's success.