+43 1 3000 944-20 office@gorelate.com

The optimum in
CRM consulting

Customised to your industry and your success. From requirements analysis and CRM strategy development to optimising and reconceiving a coordinated process design for marketing, sales and service, we are with you every step of the way. 

Your path to success

Sustainable solutions

With our special support packages, we guarantee continuous support with the day-to-day operation of your CRM solution. We create the right framework conditions for the introduction and further development of your Dynamics 365 Customer Engagement (CRM) solution.

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Outstanding project expertise, empathy and passion make your CRM project perfect.

You may as well call us dinosaurs! With an average of 15 years’ experience with CRM, our colleagues boast a unique wealth of knowledge when it comes to bringing out the best in your company’s CRM solution.

Your path to more successful CRM

Our wide range of consulting services offer you all the support you need, advising you on individual aspects or the entire process up to the point when your project is ready for implementation. We have compiled the path to more successful CRM just for you. Simply print it out, hang it up and take it in. 

Target and Scope evaluation

  • Evaluation of basic information and preparation of a questionnaire for all business units/departments involved.
  • Interview with all business units/departments.
  • Consolidation of goals and requirements per business unit/department.
  • Presentation of inter-divisional requirements and definition of the mission statement.
  • The mission statement, target and scope of the CRM initiative are mapped and documented.

Process and technical assessment

    • Detailed analysis of identified (required) processes.
    • Definition of procedural and technical interfaces.
    • Gathering all existing data sources and possible needs for data cleansing.
    • Assessment of all other project related prerequisites (focussing on system and partner selection).
    • Creation of a specification sheet as the basis for the project’s implementation and for the offer.

System and partner selection

  • Support in selecting appropriate CRM partners (software producer and implementation partner).
  • Participating in tool and methodology presentations as well as evaluation workshops. Preparation of strength and weakness analysis.
  • Rating offers, capability and functional fit; support with decision-making.
  • Selection of system and implementation partner. Ready for implementing the project.

Implementation, roll-out, Enhancements

  • Implementing the project
  • roll-out support
  • Support with day-to-day operations and ongoing enhancements.
  • Our CRM experts provide advice on best-practice approaches and assist in every phase of your CRM initiative.
Download “Your path to a successful CRM project”

CRM is in our DNA

Our services and solutions at a glance.

Consulting

Empathy and passion for your industry and processes make a crucial difference when it comes to the success of your CRM project.
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Implementation

Our decades of industry- and process-specific knowledge mean your CRM system is guaranteed to be a success.

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Support

Our individual and flexible customer support packages are part of our commitment to positive long-term customer relationships.

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Migration

Switch to a safe CRM future. We will be with you every step of the way with our tried-and-tested, software-based process.

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