Professional Services

Digitalization supports workflows and simplifies approval processes.

Digitalization in the office? It goes beyond email, Word, Excel, or the use of financial software. It involves automated processes – from project creation to controlling and invoicing, just to name an example. Or consider the area of service and support. Digitalization supports workflows, simplifies approval processes, and enables timely and reliable responses to customer inquiries with the latest data. Of course, it also reduces paper consumption – receipts can now be scanned, processed, and stored automatically. Similarly, incoming invoices can be automatically detected, booked, and authorized. Another advantage of automated processes is that tasks can be carried out with consistent high quality, even with changing teams at different locations.

Digitalization simplifies workflows

Mehr Effizienz, nachvollziehbare Abläufe, weniger Bürokratie, immer aktuelle Daten und durchgängige Transparenz – das sind einige der Vorteile der Digitalisierung für Unternehmen aus dem Dienstleistungssektor. Sie betrifft dabei alle Bereiche: vom Einkauf über das Kundenmanagement bis zum Rechnungswesen und dem Vertragsmanagement. In jedem Segment können digitale Lösungen, wenn sie zusammenspielen, Unternehmen Wettbewerbsvorteile sichern und das Kundenerlebnis verbessern. Beispiel Vertragsmanagement. Was heute kompliziert ist, wird durch eine digitale Lösung mit genehmigten Textbausteinen, hinterlegten Freigabeprozessen, Fristenregelungen und klar definierten Arbeitsschritten fast zu einem Kinderspiel. Das entlastet Mitarbeitende nicht nur bei der Erstellung und Kontrolle von Verträgen mit Partnern und Lieferanten, es vermeidet auch mögliche Nachteile durch versäumte Fristen oder Änderungen in den Bedingungen. Eine digitale Lösung hat dies im Blick.

Um eine Digitalisierung aber umfassend und erfolgreich umzusetzen, ist es wichtig die Abläufe in einem Unternehmen zu kennen, zu analysieren und in digitalen Systemen sinnvoll abzubilden. Erst mit einer schlüssigen und auf das jeweilige Unternehmen zugeschnittenen Digitalisierungsstrategie wird es möglich, die Potentiale voll auszuschöpfen.

CRMFIRST as a Strategic Solution Partner

For over 20 years, CRMFIRST has been combining technological advancements with expert consulting. As a CRM and digitalization specialist, they provide intelligent industry-specific and end-to-end business solutions. They are a trusted partner for many companies in the finance and insurance sector who use Microsoft Dynamics 365. In particular, their proSUITE solutions, specifically designed for Microsoft Dynamics 365, enable businesses to implement their CRM and customer engagement projects quickly, effectively, and economically, while seamlessly embracing digitalization.

Digitalization in practice?

The Government of Saskatchewan in Canada digitized its management of the Immigrant Education Funds using the proCONTRACTS solution, which was customized to meet the local requirements.

What we offer

The right solution for your project

Do you have a project and are looking for the appropriate solution? Our tailor-made B2B offerings provide effective solutions for a wide range of areas.

From efficient and secure contract management to all-in-one solutions for planning and implementing events, to the implementation of GDPR guidelines and the adjustment of infrastructure and processes of membership organizations to meet new requirements, so they can focus on the needs of their members.

Let’s work together to find the optimal solution for your business.

Contract Management

Did you know that contracts affect 80% of all business interactions? With proCONTRACTS, you can create, manage, and analyze contracts of all types. Clear. Fast. Secure.

Event Management

We developed proEVENTS for efficient and easy event planning. Our digital event management provides you with an all-in-one solution for planning, organizing, and executing events. Efficient and simple event planning.

Data Protection

Data protection is an important aspect that often poses challenges to businesses. According to a 2018 Gartner study, around 50% of the companies surveyed had concerns about fully complying with the GDPR. Even five years later, uncertainty still exists. Transparent and secure implementation of GDPR guidelines with proGDPR.

Member Management

Put members back at the center of your work. In times of digital change, it’s also important for associations, parties, trade unions, and other membership organizations to adapt. With proMEMBERS, you can adjust your infrastructure and processes to new requirements and save one thing above all: time.

Always have a clear view of contracts

Turn days of work into minutes and take control of your contracts.

Data protection under control

Easily comply with GDPR guidelines. Data protection has never been so simple.

Your events fully organized

All event and participant information professionally managed.

Member administration simplified & optimized

Create timely and technical basis for member care.

Microsoft Dynamics 365 Solutions for

Sales, Marketing, Customer Service, Project Service Automation, Field Service, Human Resources und Artificial Intelligence

Microsoft Power Platform Solutions for

Power Apps, Power Automate, Power BI und Power Virtual Agents

Welcome to CRMFIRST

If you would like to learn more about us, get to know us personally, or speak with our clients, please contact us. We look forward to engaging with you – over a cup of tea, coffee, or a glass of water with fresh mint, either in person or virtually.ktieren Sie uns, wir freuen uns auf einen Austausch – bei einer Tasse Tee, Kaffee oder einem Glas Wasser mit frischer Minze, live oder virtuell.