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

The optimum in
CRM consulting

Customised to your industry and your success. We assist you from requirements analysis and CRM strategy development to optimising and reconceiving a coordinated process design for marketing, sales and service. 

Your successful path

Sustainable solutions

We guarantee continuous support during operation through special support packages. 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

We support you with our wide range of consulting services, 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 questionnaire for all involved business
    units / departments.
  • Interview with all business units / departments..
  • Consolidation of goals and requirements per business unit / department.
  • Presentation of inter-divisional requirements and definition of Mission Statement.
  • Mission Statement, Target and Scope of 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).
  • Specification sheet is created as a basis for solicitation of quotation and the implementation project in general.

System and Implementation Partner Selection

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

Implementation, Roll-Out, Enhancements

  • IImplementing project
  • Roll-Out Support
  • Support in daily operation and ongoing enhancements.
  • Our CRM experts advice best practise 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 make your CRM system a guaranteed success.
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Support

Individual and flexible support packages for our customers are part of our commitment to positive long-term customer relationships.
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Migration

Switch to a safe CRM future and let us assist you with a tried-and-tested, software-based process.
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