Agency Group
Group-wide CRM Solution

Companies within the same corporate group are using different CRM systems. This has led to knowledge gaps in customer interactions, parallel sales processes, and missed opportunities for synergies. Additional overhead in infrastructure, licensing, and training has also been identified. Consequently, a group-wide system analysis is to be conducted, requirements derived, and a future target architecture defined. The goal is to select and implement the most suitable system across the organization while minimizing effort. This will require considering employee needs, the maturity of existing solutions, and data diversity across the group.