Process based requirement concept for a CRM software selection

EDAG Engineering + Design AG

Project goal

  • Harmonization of the relevant sales processes from planning to quotation for greater transparency between Specialist Sales and Account Management

  • Identification of quick wins that can be realized within the existing ERP system landscape
  • Consolidation of the CRM requirements of the individual business units

Project focus

  • Process analysis for key account management and project business, such as definition of the “annual business planning” process

  • Analysis of IT infrastructure
  • Compilation of requirements profile based on functionalities

  • Development of a requirements concept as the basis for decision-making for the selection of a CRM software package

Our customer

  • Largest independent development partner for the mobility industry worldwide
  • Business areas Product Development, Manufacturing, Production and Aerospace
  • Turnover of €714.9 million, 8,260 employees (2016)