INDEPENDENT CRM CONSULTING
CRM Consulting: Strategy, Technology & Execution from One Source
We help you build and develop your CRM successfully with sustainable strategies.
Our independent CRM consulting helps you make full use of the potential of your customer base and significantly increase revenue from existing customers.
We draw on many years of experience and a deep understanding of CRM tactics such as cross- and upselling, marketing automation and churn prevention.
As vendor-neutral CRM consultants, we recommend the solution that truly fits your goals. That way you avoid technological dead ends and make decisions based on your requirements.
To ensure fast and smooth implementation, we evaluate and implement powerful technologies independently of any vendor – technologies that meet your requirements and deliver the use cases defined up front.
Want to find out how to make the most of your customer potential? In a video call, we are happy to discuss first ideas for developing your CRM strategy – book a free consultation now!
Our CRM consulting services at a glance
We support you across the entire CRM lifecycle – from strategy to ongoing optimization.
Together we develop a clear target picture, prioritize the relevant use cases and turn them into an actionable roadmap. That way your team knows which measures contribute what to revenue.
Independent of any vendor, we evaluate the CRM solutions that fit your requirements and support the selection with our experience from numerous projects.
We design and implement proven CRM processes – for cross- and upselling, marketing automation and reactivation, for example – and make sure they are cleanly embedded in your system landscape.
With clear KPIs, clean reporting and continuous campaign optimization, we make the success of your CRM measures measurable and increase it step by step.
More CRM services
What does CRM consulting include?
CRM consulting helps companies shape their customer relationship management holistically – improving the strategy, processes and culture around the customer relationship along the entire lifecycle. The CRM software itself is only one building block, not the starting point.
A CRM consultant first analyzes customer processes, data quality and the collaboration between marketing, sales and service. Based on this, they develop a CRM strategy, define measures for customer acquisition and retention and – only then – choose the right system (e.g. HubSpot, Salesforce Marketing Cloud, Microsoft Dynamics, Brevo or Customer.io) including automations, reporting and team training. The goal is a measurably better customer relationship and more value per contact. As a specialized CRM agency, Saphiron supports you on this journey from strategy to ongoing optimization.
Typical questions from our clients
Typical challenges we work on in our consulting projects
Which tactics can significantly increase customer value?
We design and implement proven CRM tactics, for example for cross- and upselling, that strengthen customer loyalty and increase customer value.
Which tactics can generate more qualified leads?
With our “5 Levels of Subscription” framework, we help you generate qualified leads using the reach you already have. That way you win more leads without increasing your marketing budget.
How can we prevent churn and win back inactive customers?
We build personalized, relevant communication, create an outstanding customer experience and implement smart reactivation campaigns.
Which CRM system meets our requirements?
A “proven technology stack” instead of a technological dead end: we support your technology evaluation and contribute our many years of experience with the various CRM systems.
CONTACT
How can we help you?
Would you like to work with us to build lasting customer relationships?
We look forward to your message and will get back to you within 24 hours.
- Reply within 24h
- Free initial consultation
- No sales calls
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Saphiron GmbH
Rabinstraße 1
53111 Bonn, Germany
Phone: +49 (0)228 -286 98 82 -0
Email: [email protected]
Questions & answers
With a bit of luck, you will already find the answer to your question here.
Get in touch to talk about a possible collaboration in a no-obligation video call.
Which companies benefit from CRM consulting?
Basically all companies with a relevant base of existing customers whose potential has not yet been fully tapped.
Whether mid-sized company or corporation, B2C or B2B – what matters is the wish to achieve profitable growth from the existing customer base rather than investing in new customer acquisition alone.
How does a typical CRM project with you start?
We usually start by reviewing your customer data, systems and processes. From this we derive where the greatest untapped potential lies – for example in preventing churn, reactivating inactive customers or targeted cross- and upselling.
On this basis, we jointly prioritize the measures that will have the fastest impact.
What do you take on as a CRM consultancy?
We support you from strategy to execution: from analyzing your customer data and vendor-neutral technology evaluation to concrete measures such as cross- and upselling, marketing automation, churn prevention and reactivation campaigns – with the goal of measurably increasing the value of your existing customer base.
What sets you apart as a consultancy?
Our team consists of experienced experts who have worked intensively and exclusively on CRM and email marketing for many years – realizing the full potential of a customer base is our passion.
We offer you personal support and develop tailored strategies for higher customer loyalty and profitable growth. We select the right technology for you independently of any vendor – for a proven technology stack instead of a technological dead end.
Beyond hands-on support, we act as a sparring partner and proactively bring in new ideas and tactics for developing your CRM.
Which CRM systems and platforms do you support?
We work vendor-independently with all common CRM and marketing platforms such as HubSpot, Salesforce, Dynamics, Emarsys, Customer.io or Brevo.
Instead of recommending a particular solution, we evaluate neutrally which technology best fits your goals and processes. Thanks to our long experience with the various systems, we also get up to speed with new technologies quickly.