In cooperation with the RedDot sales management team and CRM users, unused CRM potentials have been worked out and all the identified weak points were eliminated. Through the course of several coaching workshops, the CRM system was customized step-by-step to fit the needs of RedDot.

Key points of this project:

• Improvement of the role-based security model
• Implementation of forecasts
• Integration of the indirect sales channel
• Optimizing the sales process (from lead to customer through to sales pipeline)
• Consulting and Support for the use of products and pricing lists
• Computer-Telephony-Integration (CTI) with salesforce.com
• Optimizing of reports and Analyses
• Improvement of the user’s acceptance through Training and Coaching

Inka Erdwiens, Event Manager, RedDot Solutions AG:
”Through the professional support of ClientHouse we are able to use a CRM system that meets our requirements. Closely cooperating, we have been successful in building structures and processes that are very helpful for our company. Furthermore, through professional consultation our staff received all the necessary know-how to work with the CRM system. We look forward to our continued cooperation.“

Bernd Lacher, Project Leader at ClientHouse, adds:
“A successful CRM strategy is based on multiple influencing factors. At RedDot, special attention was required for the coordination of best practice processes, the CRM system and the training of staff. Together with RedDot, we succeeded in optimizing those specific areas step-by-step, ensuring that the employees are best supported in their daily work by the CRM solution.”