CRM consulting and sales consulting for greater transparency and controllability
Creating greater transparency
Clear data provides valuable insights into team performance and makes sales investments measurable. This improves your ability to manage your sales team.
Tap into new markets
As brick-and-mortar retail declines, digital channels offer opportunities to expand market share and win customers where they shop today.
Strengthen customer proximity
Creating greater transparency
Tap into new markets
Strengthen customer proximity
Our customers
The four ingredients of our sales consulting
The introduction or optimization of a CRM system can only be successful if four key ingredients come together: management commitment, excellent sales processes with the right CRM tool, effective change management, and clear governance. Together with our experienced cooperation partner Iskander Business Partner, we offer change-driven sales consulting. Our focus is not only on the introduction and optimization of CRM tools and processes, but also on the targeted combination with effective change management. We actively involve top management and motivate executives and employees—always in a people-friendly and results-oriented manner. This will make your CRM project a success and lead to greater transparency and control in sales.
01 Management Commitment
"Together, we will establish a guiding coalition within your company that will ensure transparency and improve management capabilities in sales."
Michael Kempf, Partner at CPC
02 Excellent processes and actively used CRM
We are your sales consulting experts when it comes to processes and tools in customer management, marketing, and service. With our many years of experience, we support your company in the successful analysis, introduction, and optimization of your sales processes as well as the implementation and use of your CRM system. Together with you, we create the basis for an efficiently used CRM that takes your sales processes to the next level.
Our CRM consulting approach takes into account that a powerful CRM requires much more than just introducing a tool and training the sales team in its functions:
- The CRM system should effectively support your employees in their daily tasks and offer clear added value.
- Sales processes within the company should be standardized in order to minimize individual deviations and ensure a uniform approach.
- All processes should be designed from the customer's perspective and aligned with the customer journey.
- In our sales consulting, we repeatedly see how important it is for employees to clearly understand the CRM goals formulated by management and the benefits of the system.
- Regular and consistent use of the CRM system should be encouraged, supported by management's clear stance on achieving goals.
You can expect the following results:
Demand-oriented process design
All relevant processes and functions, such as lead, opportunity, or visit management, are identified and tailored to the needs of sales staff. System support is based on the CRM tool standard as far as possible.
Consistent and customer-centric CRM solutions
Transparency and controllability
Demand-oriented process design
All relevant processes and functions, such as lead, opportunity, or visit management, are identified and tailored to the needs of sales staff. System support is based on the CRM tool standard as far as possible.
Consistent and customer-centric CRM solutions
We approach CRM consulting from the customer's perspective and ensure that the CRM tool used covers all phases of the customer journey. New functions and processes are mapped in the CRM system and ensure a holistic customer experience.
Transparency and controllability
We ensure that all necessary data, dashboards, reports, and lists are provided in your CRM system. This gives you transparency and control at all levels of sales.
"Our CRM consulting creates the basis for powerful and efficient CRM that takes your sales processes to the next level."
Armin Iskander, Iskander Business Partner
03 Change management in sales
The introduction or optimized use of a CRM system is not just a technological project, but above all a comprehensive change process. It is about transforming the way teams work in the long term. With our change management methods, we ensure that your teams not only understand the new CRM system and the associated sales processes, but also use them enthusiastically. From the outset, we actively involve your employees to build trust, reduce resistance, and take individual needs into account. In this way, we develop tailor-made solutions that facilitate the transition and promote acceptance. We rely on transparent communication, targeted training, and motivating incentives. The result: a smooth transition to more efficient processes, increased productivity, and better results – for everyone involved.
"With our change methods, we ensure that your teams are enthusiastic about using the new CRM system and sales processes."
Diana Herr, Senior Manager at CPC
04 Clear governance
A modern sales dashboard is much more than just a technical tool—it is the key to more effective collaboration and increased sales. The central Head of Sales and management have a clear vision: a CRM system that is used by everyone, in which data is shared and used effectively for cross-selling and other activities. The goal is to fully exploit the potential of sales.
However, the reality is often different: sales employees complain about the time required for data maintenance and see no direct added value. They prefer to work according to their own processes and refrain from using the CRM tool in a structured manner. As we have seen, change management helps to overcome this resistance through training, support, and motivation.
However, our sales consulting experience shows that change management alone is not enough. Additional social pressure and clear governance are also needed. A dashboard becomes a crucial tool for showing whether and how employees are participating. It makes successes visible and can also create positive incentives through competition. Regular meetings with management ensure control and motivation. Incentive systems and transparency can reward successes and inspire employees in the long term.
The dashboard shows whether and how employees are participating. It makes successes visible and creates positive incentives through competition.
Andreas Kuchenbecker, Iskander Business Partner
Your advantages: Greater transparency, better control
With our CRM consulting and sales consulting services, you have full control over your processes and results—scalable, controllable, and traceable. Your financial investment will finally be in positive proportion to your return. We ensure that all relevant data for managing your sales is available. Together, we will make your organization stronger in terms of sales, more customer-oriented, and future-proof.
We would like to express our gratitude for these awards.
- CPC is five-time No. 1 hidden champion for change management
- Year after year, Brandeins/thema names us Germany's best management consultancy for change management.
- We have been Focus Top Consultants for many years.
- HR Excellence Award and European Training Award winner together with Deutsche Telekom and Lufthansa Technik
- We are ranked No. 1 on the Great Place to Work list in the 51–100 employees category and are a Kununu Top Company.
Discuss
your project with us!
The first step is very simple—and don't worry: we don't send boring newsletters or annoying advertising emails. Instead, we focus on what's important: your desire for change and how we can help your business move forward.
Step 1
Call back or email.
We will contact you within 24 hours, record your requirements, and coordinate an appointment with one of our experts.
Step 2
Free initial consultation.
Step 3
You decide how to proceed.
Offer, pitch, or project launch? You decide the next steps.