Kostenloses Dynamics Audit: Experten-Beratung für 0€

Kostenloses Dynamics Audit Dynamics Analyse Professionelles Dynamics Audit

We analyze your Dynamics system thoroughly - free of charge!

We carry out a complete scan of your customer relationship management system and then provide you with tips and potential improvements. We also check compliance with the GDPR. You receive this information completely free of charge.

Would you like to find out where the weak points are in your system and how you can improve your company? Then simply select an appointment in our calendar.

Is our free Dynamics Audit suitable for you?

Our free CRM audit is suitable for companies of all sizes and from all sectors.

Do any of the following points apply to your situation?

Have you recently implemented a new CRM system and would like a professional review?
Have you been using your CRM for some time and want to leverage its full potential?
Would you like to have your current system examined for possible errors?
Are you looking for a well-founded second opinion?
Would you like to check the quality of your data and compliance with the GDPR?

Then our audit is precisely what you need!

Thorough Systemcheck

With our free audit, we subject your CRM system to a comprehensive analysis. We identify strengths, weaknesses and optimization potential. We also check the data quality and compliance with the GDPR. Finally, you will receive detailed recommendations for action and suggestions for improvement.

Dynamics Audit from the expert

We are real experts in dealing with CRM systems. Thanks to our many years of practical experience in customer projects, we not only master the theoretical basics of CRM and marketing automation, but also implement them with technical precision. This means you benefit from valuable expert tips - completely free of charge!

Quality management

High-quality customer relationship management tools such as MS Dynamics are a significant investment that raise high expectations. To ensure that your investment pays off quickly, continuous quality checks are essential. In this way, sources of error and optimization potential can be eliminated and identified at an early stage.

Full use of all options

Microsoft Dynamics is a powerful and versatile tool. However, many of its complex functions remain hidden from most companies. As part of our audit, we uncover unused potential and show you how you can make optimum use of it. This will help you maximize the efficiency of your Dynamics platform.

Our Approach

1. Appointment
2. Kick-off-Meeting
3. Thorough System Check
4. Results Report
5. Follow-Up Discussion (optional)

1. Appointment

The first step is to arrange a free and non-binding kick-off meeting with us by using the contact form below.

2. Kick-off-Meeting

In a short online meeting, we get to know each other and learn more about your current company situation. This lays the foundation for the subsequent audit.

3. Thorough System check

Shortly after our meeting, we will carry out a detailed audit of your system. This will take approximately two working days and will check the following cornerstones, among others:

Configuration, structure, organization
Database
Quality & segmentation of contacts
Lead scoring and personas
Reporting
CMS & automation (if implemented)
Interfaces, workflows and sequences

4. Results Report

Once our audits have been completed, you will receive a detailed experience report. This report breaks down all the aspects examined and shows you any significant anomalies, sources of problems, tips, opportunities for improvement and recommendations for action.

5. Follow-Up Discussion (optional)

If you wish, we can go through the results report together and show you specifically how you can get the best out of your system and which errors need to be eliminated. We are also happy to support you in the subsequent implementation.

What our clients say about us

Michael Safar

Sales Executive - Weissenberg Group

Die Zusammenarbeit mit kkvision ist ein Mehrwert für die Projekte. Die Leidenschaft und das Engagement schätzen wir sehr. Die Kompetenz und Vielseitigkeit von kkvision hat sich bewiesen. Lösungsorientiertes und modernes Arbeiten stehen, unserer Erfahrung nach, an erster Stelle.

Marcus Bolzhauser

Geschäftsführer – Bolzhauser AG

Wir haben kkvision mit der Weiterentwicklung der Marketing-Automation im Hubspot-Umfeld beauftragt. Mit der Umsetzung sowie der Zusammenarbeit mit dem Projektteam sind wir sehr zufrieden. Besonders schätzen wir dessen stets lösungsorientierte Herangehensweise, die hohe Professionalität und die freundliche, wertschätzende Art.

Phil Heimlich

Geschäftsführer - KG Media Factory GmbH

Das Team von kkvision besteht aus absoluten Profis. Die schnelle Erreichbarkeit sowie die kompetente Umsetzung unserer Anforderungen erleichterte die Zusammenarbeit enorm. Danke für die Unterstützung!

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!

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