CRM agency for B2B companies with complex sales processes
Consultancy, implementation and integration for complex B2B sales models.
Long sales cycles, many decision-makers, high deal values. As a CRM agency, we turn your CRM into a centralised control system for sales, marketing and management.
Your CRM rarely fails because of the software. But because of the reality in B2B.
Project business, buying centres, individual processes. What works in everyday life often doesn't fit into a standard CRM.
A few situations that we see regularly:
Long sales cycles and many touchpoints
Meetings, emails, offers, calls.
A lot happens - little is clearly documented.
Decisions are based on fragments.
We often see this in complex B2B sales organisations.
Many decision-makers and one opportunity
Roles, relationships and histories remain blurred.
Knowledge is distributed among heads, not systems.
Typical for buying centres in B2B.
Few customers and high turnover
Every account counts.
Nevertheless, there is a lack of structure and overview for upsells, cross-sells or renewals.
A classic in the key account business.
Many systems and no common truth
CRM, ERP, marketing, service.
Data is maintained twice, reports contradict each other.
We are familiar with this from grown IT landscapes.
CRM is maintained but not used
Too much effort.
Too little added value in the day-to-day work of sales and management.
We often hear this from sales teams.
This is not an isolated case. This is reality. This is precisely why we, as your CRM agency, organise projects differently. Not according to a mould. But according to your processes, your organisation and your customer structure.
How we support you as a CRM agency
We help B2B companies to set up their CRM in such a way that it facilitates decisions, maps processes and is actually used in everyday life.
CRM consulting
A CRM is only effective if the strategy and system fit together. Our CRM consultants analyse your B2B sales processes, sales cycles and buying centres. Based on this, we work with you to develop a clear CRM strategy and select the right system.
CRM implementation & onboarding
A CRM is only finished when it is used. We implement your CRM in line with your processes - not according to standard templates. Data, roles and workflows interlock seamlessly. Your team is onboarded in a targeted manner, not overwhelmed.
CRM integration & interfaces
Your CRM is only as good as the data in it. We cleanly connect your online shop, ERP, marketing, service and other systems with your CRM. Information flows automatically instead of manually. Duplicate maintenance is eliminated and data remains consistent. So that there is finally a reliable database.
CRM extensions & customised development
Standard functions are often not enough in B2B. Our CRM developers take care of customised CRM development - from extensions and apps to automations. Where standard processes break down or are bypassed, as CRM software developers we programme solutions that adapt to your business.
Automatisierung & Workflow-Optimierung
Routineaufgaben sind Zeit- und Geldfresser. Wir helfen Ihnen gerne bei automatisierter Leadqualifizierung, Follow-ups, Aufgaben und Datenflüsse. Keine manuellen Übergaben, keine Medienbrüche. Weniger Fehler, mehr Tempo. Damit Ihr Vertrieb dort arbeitet, wo echte Wertschöpfung entsteht.
CRM migration & clean system start
Old systems, old data, old problems? Not with us. We migrate your data to the new CRM in a clean, structured and conflict-free way. Duplicates, inconsistencies and data corpses are a thing of the past. So that you start with trustworthy data - and not with new problems.
Long-term support & further development
A CRM is not a project with an end date. We ensure stable operation, clean updates and technical security. At the same time, we continue to develop your CRM professionally when processes change.
CRM training & enablement
Acceptance does not come from manuals. Our CRM experts train teams in a practical, role-based manner and along real workflows. Sales, marketing and management know what they are doing - and why. Less resistance, more utilisation.
Let's talk about your CRM.
We listen, ask the right questions and tell you clearly how we can help.
Proven CRM systems for complex B2B processes.
Our CRM projects do not start with the tool. Because the best CRM for B2B SMEs always depends on processes, requirements and established structures. As a CRM service provider, we provide you with independent and practical advice.
The end result is a system that really fits.
HubSpot
Flexible, quickly ready for use and strong in marketing and sales. We use HubSpot wherever structure, automation and transparency are required.
From a clean account structure to integration into existing landscapes.
Pipedrive
Lean, clear and sales-orientated. Ideal for teams that need clarity in pipelines and deals. We customise Pipedrive so that it supports processes - not restricts them.
Salesforce
Maximum flexibility for complex B2B models. Multi-level sales processes, customised data models, high scaling. We ensure that Salesforce remains manageable - for IT and specialist departments.
Also in-house developments? We can.
Not every company works with a standard CRM.
We also provide support for customised CRM solutions and CRMagencyextensions . We are happy to advise you on high-performance web shops.
Your CRM agency for complex B2B processes
The value of a CRM does not unfold through features, but through clean processes, clear structures and a technical implementation that is sustainable in everyday life. This is exactly where we come in as your CRM agency.
360° support. One central point of contact
You work with a fixed contact person and a well-coordinated team in the background.
Consulting, development, integration and enablement are seamlessly interlinked.
Technical depth that you can feel
CRM structures, data models, interfaces, system architectures.
That's our everyday work. Supplemented by expertise in automation, lead processes and reporting.
Customised extensions instead of workarounds
Standard functions are often not enough in B2B. We develop customised CRM extensions, apps and automations.
Directly integrated, easy to maintain and precisely customised to your processes.
An eye for profitability & scaling
CRM projects are investments. From the outset, we think in terms of impact, acceptance and long-term benefits and also advise on the selection of suitable funding.
PIM is not an end in itself. If it complicates processes, we've done something wrong - and that's exactly what we won't allow to happen.
Companies that rely on our expertise
Our customers come from a wide range of industries. What they have in common: complex sales processes and high demands on their individual projects. As a CRM system agency, we develop solutions that stand the test of time.
Your contact person
Do you have questions about our services or about elio? We are here for you! Simply write to us using the contact form and we will get back to you as soon as possible.
Any questions? - FAQ
Yes, very often, in fact. As a CRM service provider, we analyse your existing CRM, identify weaknesses and optimise structure, processes and integrations. A complete restart only makes sense if it brings real added value.
Structured and transparent. Our CRM experts first understand your processes, roles and goals. Based on this, we define clear use cases and set up the CRM system so that it works in everyday life. Without unnecessary features and surprises.
Then the CRM is set up incorrectly. That's why we involve sales and key accounts early on, reduce manual maintenance and create real benefits in everyday use. As an experienced CRM agency, we know that acceptance comes when CRM saves time – not costs it.
As little as possible, as much as necessary. We guide you clearly through the project, take care of the technical implementation and coordinate all steps as your CRM agency. You make the decisions – we do the work.
Yes, that is a central part of our work. We integrate your CRM into existing system landscapes such as ERP, marketing tools, service, shop or project systems. This creates a central, reliable database.
That depends on the scope and complexity. Initial results are often visible after just a few weeks. We implement more complex setups step by step, as experienced CRM agencies in B2B should do: pragmatically and prioritised.
Usability and impact. Clear processes, reliable data, better sales decisions. And the fact that your CRM is actively used and contributes measurably to sales growth.
We work with HubSpot, Salesforce and Pipedrive, among others. The advantage for you: as your CRM agency, we are happy to advise you with an open mind towards technology. The decisive factor is not the tool itself, but whether it fits your business model and processes.