• CLIENT: global company
  • INDUSTRY: automotive
  • REGION: Europe
  • SIZE: large enterprise
  • PERIOD: 8 weeks
  • SERVICE: CRM strategy
A sales solution that needsto be ahead of its time

The Situation

We enabled a global automotive supplier to identify a future-oriented CRM solution that not only supports a fully digital customer journey but also empowers sales agents to act as trusted advisors. Based on their internal work, the client wanted an expert review for their business requirements, guidance on best-in-class processes, and best practices for CRM innovation. The project’s main goal was to establish a CRM target picture and systematically evaluate tools that best fit for their state-of-the-art CRM ecosystem.

The Challenge

Innovative Sales

Lacked the drive to embrace new ways of selling and keep up with rapid customer shifts and technological advancements.

Requirement Blueprint

Functional and technical requirements are stuck in the past, far from state-of-the-art, and held back operational progress.

Sales Performance

Inefficient processes, slow approval flows, and missing quoting automation delayed responses and blurred pricing transparency.

Individual Offers

Sales agents struggled to generate accurate, customized quotes quickly from a constantly evolving and complex product catalog.

Project Direction

A vague project framework, unclear tool selection, and inconsistent evaluation methods created uncertainty about the path forward.

The Solution

North Star

Established a structured project approach and unified direction, fully aligned with the client’s vision.

Business Blueprint

Reviewed requirements and enhanced them with best practices and process expertise, laying the foundation for a future-ready sales strategy.

Platform Engineering

Designed a future-oriented CRM ecosystem to enable sales excellence, support complex pricing, and position the team as trusted advisors.

Ecosystem Evaluation

Led the RFI process, conducted a POC with four vendors, and managed the RFP to deliver a final, insight-driven recommendation.

Roadmap Design

Developed an implementation roadmap and business case, presented with the tool recommendation for executive decision-making.

The Excellence

Our proven CRM framework and best-practice methods provided clear structure and focus throughout the project.

Delivered a value-based best-fit recommendation for the core CRM solution, featuring an integrated state-of-the-art CPQ module for standardized quoting.

Established a future-proof sales foundation by aligning processes, technology, and best practices to drive excellence, efficiency and growth.