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Your CRM agency | kkvision  

Systematized Customer Relationship Management is one of the decisive factors for the success of modern companies. A CRM forms the basis for future-oriented growth and is therefore indispensable in the age of digitization.

  • Interdisciplinary expertise
  • Long-term and ongoing care
  • Clear data requirements

CRM Email-Marketing Keyword Personalization GDPR Newsletter Lead Nurturing

Why is Customer Relationship Management indispensable for companies?

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To get straight to the point: A CRM forms the basis for the measurability, optimization and centralization of business processes. Thus, customer relationship management is one of the key success factors for modern companies.

It enables companies to intensify their relationships with a wide range of stakeholders:

CRM agency_stakeholder

Building good relationships is critical to both acquiring and retaining customers. Contact tracing and customer management are also essential. A CRM solution is able to combine all of these success factors in one central location.

In addition, most systems offer a simple and customizable dashboard. This means that important customer data can be seen at a glance. For example, the history between a customer and your company, the current status of orders, open tasks, the last contact with customer service and much more.

The different possible uses of a CRM are just as diverse. It is used in the following business processes, among others:

CRM Agency_Areas of Application

In the digital age, CRM is indispensable for modern companies because it is the basis for working anywhere and anytime. In this way, numerous employees can work in the system independently of one another and are always informed about the work of their colleagues.

A CRM solution offers the possibility of presenting and simplifying data in such a way that all employees can use it. All processes run automatically and digitized in the background without the end user having to intervene. This makes business processes more efficient, significantly saves working time and effort, and eliminates a large part of the paperwork.

How do we work as a CRM agency?

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kkvision can look back on many years of practical experience as a CRM agency. We have already managed various customer projects and can adapt flexibly to a wide variety of company requirements. In addition, our well-established team enables us to implement processes quickly and efficiently.

In the following we would like to present two example projects from our daily work practice. This gives you a more comprehensive overview of our competencies.

Implementation of Microsoft Dynamics for an interim management

Initial Situation

Our customer, an interim management company, had an outdated CRM system. However, the company-specific and legal requirements could no longer be implemented by the company's own system. It was therefore time to implement a new, contemporary system. However, until the transition was complete, the old system had to continue running in order not to interrupt the daily workflow. This is where we came in.

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Solution

kkvison set up the new system, analyzed and successfully implemented the customer's business processes. All existing data was then transferred to the new CRM system in an accurate and legally compliant manner. The old system could be abolished and a new, clean system with optimized business processes could be implemented. Thanks to our developers, the interim management can now work much more efficiently.

 

Interface integration to the CRM system of an insurance consultancy

Initial Situation

Our customer from the insurance consulting sector uses HubSpot as a CRM system. This is connected to an in-house developed higher-level system. The company uses different system landscapes to carry out its sales and acquisition process. However, since the platforms were separate from each other, the data had to be compared and maintained manually. This led to complex work processes and avoidable errors. As a CRM agency, it was our job to solve these problems.

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Solution

We managed to integrate all system landscapes into HubSpot. We were able to create cross-system processes, which means that all the data generated is automatically synchronized and updated between the individual databases. In this way, the entire sales and acquisition process could be automated, from lead acquisition to closing the sale. Furthermore, it was made possible to maintain the existing system and secure it in accordance with DSGVO. The insurance consulting team was thus able to optimize its work processes without having to get used to a new CRM system.

CRM Agency_Advantages

Interdisciplinary expertise

We are not only computer scientists and marketers, but also experts in business processes. In addition, we are very familiar with the field of digitization and its possibilities. Through this extraordinary combination, we not only see the individual business process, but can create a complex overall picture.

As a CRM agency, we can therefore offer a comprehensive connection between different departments and map your individual company requirements from a single source. This accelerates and optimizes the entire project. From the first consultation to the final implementation.

Long-term and ongoing care

For kkvision, the successful implementation of a new CRM system is not the end of a business relationship, but the beginning. A long-term and intensive cooperation with our customers is a matter of course for us.

We ensure that your system receives species-appropriate care and service in the long term. It is further developed, expanded and maintained. This means that you will be able to enjoy the new system for a long time to come and your investment will pay for itself.

Clear data requirements

With us, you are able to make clear requirements for the data that you want to extract from the system and use later.

You can also be sure that all data is implemented reliably and in compliance with GDPR.

This is how we do it

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  • 1. Analysis Status quo
  • 2. Implementation
  • 3. Ongoing Care

1. Analysis of the status quo

The first phase of a new customer project is characterized by close cooperation between our consultants and the new partner company. We carry out an audit by analyzing the current situation of the respective company and checking ongoing business processes.

We thus draw a comprehensive overall picture of the respective company requirements as well as the existing opportunities and potential for improvement. This overall picture is then passed on to our architects.

2. Implementation

The implementation phase thrives on intensive cooperation between our consultants and architects. The former transmit the individual requirements of your company, after which our architects start with the technical implementation.

In the technical implementation, essential basic requirements are first implemented and data models are generated. This is followed by more specific processes, additional modules and the connection of interfaces.

3. Ongoing Care

CRM solutions are constantly evolving. They must be adapted to company-specific, economic, technical and legal changes. That is why we support and look after our customers even after the successful implementation. Continuous measurement, evaluation and optimization of processes is just as important as taking legal requirements into account. In the field of digitization, the GDPR plays a particularly important role. Sensitive and confidential customer data must be protected and the system protected against unauthorized access. Our support also includes user and data maintenance, as well as continuous application improvement.

What our customers say about us

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Michael Safar

Sales Executive - Weissenberg Group

The cooperation with kkvision is an added value for the projects. We really appreciate the passion and commitment. The competence and versatility of kkvision has proven itself. In our experience, solution-oriented and modern work comes first.

Phil Heimlich

Managing Director - KG Media Factory GmbH

The kkvision team consists of absolute professionals. The quick accessibility and the competent implementation of our requirements made the cooperation enormously easier. Thanks for the support!

Sandeep Singh

Senior Manager - Bunzl Holding

kkvision provided us with world class knowledge and support. From ideation to launch, Team showed great professionalism and proactiveness. Thanks for amazing support!

Our experts in CRM

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Luca Körner

CTO & Managing Director

Luca is the Chief Technical Officer and Managing Director at kkvision. So, it's no surprise that he chose to pursue a career in the technical field right from the start. Before studying IT, Luca had already exerted the Event Technician trade, with a focus on audio and frequency technology. After graduating, he devoted himself primarily to IT security.

Luca is a thinker and leader. As a Project Manager, he gives each project the structure and dynamic it needs to achieve the best possible result in the most effective way. His cross-industry project experience, but above all in the area of software solutions and CRM, gives him the sovereignty that is important in large projects.

Luca is also a pack of energy in his free time. Sailing or climbing is the best way for him to relax, after a hard day's work. He is also considered a friend of cultivated music.

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Daniel Szaloczi

Administrator & Developer

Daniel is one of our hard-working IT administrators and developers. Here he takes care of the implementation of automation processes or individual web solutions. He is considered an expert especially for the CRM systems Salesforce, Hubspot and Marketo.

Daniel is a teacher and found his way to kkvision through his passion for IT as a career changer. He has used a lot of free time, effort and sweat to acquire expertise in the field of Web Development and Marketing Automation. Numerous certificates underpin his knowledge. And yet Daniel has never neglected his warm-hearted nature and his pedagogical approaches, which makes him the perfect choice as a Workshop Leader in our kkvision workshops.

Daniel is the happy father of two daughters, which he also undeniably describes as his greatest hobby. And if things get too colorful for him at home, he jumps on his bike and enjoys nature.

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Luca Körner

CTO & Managing Director

mehr erfahren mehr erfahren

Luca is the Chief Technical Officer and Managing Director at kkvision. So, it's no surprise that he chose to pursue a career in the technical field right from the start. Before studying IT, Luca had already exerted the Event Technician trade, with a focus on audio and frequency technology. After graduating, he devoted himself primarily to IT security.

Luca is a thinker and leader. As a Project Manager, he gives each project the structure and dynamic it needs to achieve the best possible result in the most effective way. His cross-industry project experience, but above all in the area of software solutions and CRM, gives him the sovereignty that is important in large projects.

Luca is also a pack of energy in his free time. Sailing or climbing is the best way for him to relax, after a hard day's work. He is also considered a friend of cultivated music.

X

Daniel Szaloczi

Administrator & Developer

mehr erfahren mehr erfahren

Daniel is one of our hard-working IT administrators and developers. Here he takes care of the implementation of automation processes or individual web solutions. He is considered an expert especially for the CRM systems Salesforce, Hubspot and Marketo.

Daniel is a teacher and found his way to kkvision through his passion for IT as a career changer. He has used a lot of free time, effort and sweat to acquire expertise in the field of Web Development and Marketing Automation. Numerous certificates underpin his knowledge. And yet Daniel has never neglected his warm-hearted nature and his pedagogical approaches, which makes him the perfect choice as a Workshop Leader in our kkvision workshops.

Daniel is the happy father of two daughters, which he also undeniably describes as his greatest hobby. And if things get too colorful for him at home, he jumps on his bike and enjoys nature.

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Would you like to have your CRM managed by professionals?

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Then arrange a free and non-binding initial consultation now!

Frequently Asked Questions

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How much does a CRM system cost?

The costs of a CRM system differ from provider to provider. Furthermore, they depend on the individual company requirements, the complexity of the project and the time factor. It is therefore difficult to make a general statement.

If you pass on the implementation and support to a CRM agency, the service prices of the respective agency will also be added. Not only from a cost perspective, but also in terms of performance, it is much more time and cost-efficient to hire an agency instead of taking the project into your own hands.

Keep in mind that CRM projects are very time and labor intensive. Qualified IT and marketing staff are currently hard to find on the job market and are highly competitive. An agency, on the other hand, is immediately available to you.

Can my business processes be digitized?

That depends entirely on your company, your target group and your offer or service. In the meantime, however, numerous business processes in almost every conceivable industry can be digitized and automated. From sales and marketing to regular customer care and document management.

How does the cooperation work?

At the beginning, our consultants create a comprehensive overall picture of your business processes and requirements. This overall picture is then sent to our architects, who immediately begin the technical realization of the project. From the beginning of the project to the end of the project, we are in an intensive exchange to ensure the best possible implementation of your project.

How is the project progressing in terms of time?

New projects can be divided into three phases.

1. Analysis of the status quo

We get to know your requirements and business processes and draw a comprehensive overall picture of your individual company situation.

2. Implementation

We then translate this overall picture into technical terms. We design and program your CRM system. We take your company-specific processes and requirements into account and adapt the system to them.

3. Ongoing Care

A CRM project is constantly evolving and requires ongoing maintenance and service. Furthermore, business, economic and legal changes must be implemented promptly. That is why we continue to support our customers even after successful implementation.

Which CRM software is right for me?

In the field of CRM, there are numerous different tools whose range of functions is just as different as their respective area of ​​application. Not every tool is suitable for every project. Which tool is “right” for you depends on your individual company requirements. As a CRM agency, we would be happy to advise you in detail on the various providers and together we will find the right CRM solution for you.