Process based requirement concept for a CRM software selection

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)