CRM workshops & needs assessment
Together, we identify central customer processes and capture requirements from sales, marketing, and customer service. In the end, there is a coherent roadmap that is supported by all departments.
The NELTA Scope of Delivery
Workshop agenda and moderation
Documentation: Current processes and Customer Journey
Requirements catalog (business and technical)
Recommendations for action and roadmap
CRM Check & System Selection
We analyze your existing CRM. If necessary, we accompany you in the selection of a new solution – transparent, market-oriented, and tailored to your goals. This means investment security from the very beginning.
The NELTA Scope of Delivery
Analysis report on the existing CRM solution (strengths, weaknesses)
Comparison of suitable CRM systems (shortlist)
Criteria catalog for selection decision
Recommendation and decision basis
Implementation & Integration
We technically implement your CRM system, tailor it exactly to your processes, and integrate it into the existing system landscape – for smooth data flows and automated processes. Your CRM is now becoming a valuable steering instrument throughout the entire Customer Journey.
The NELTA scope of delivery
Documentation of installation and configuration
Individual customizations
Interface setup (e.g., ERP, Marketing, Service)
Acceptance and test protocols
Data migration & training
We are securely migrating customer data to the new system and practically training your employees in its application. This ensures high data quality and user acceptance from the very beginning.
The NELTA Delivery Scope
Data migration (cleaned and structured)
Test run and validation of the transferred data
Training materials (presentations, handouts)
Conducting team training (documentation, feedback)
CRM optimization & managed services
Framer is a design tool that allows you to design websites on a freeform canvas, and then publish them as websites with a single click.
The NELTA scope of delivery
CRM Health Check Report (Performance, Usage, Data Quality)
Implementation of optimizations and updates
Support tickets and solution logs
Development and improvement report (quarterly)


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Christian Müller, Senior Business Development Manager


