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ERP & CRM Services

ERP & CRM Services

ERP & CRM Services

The digitalization of central business processes is one of the core tasks of transformation in small and medium-sized enterprises. We guide you safely through every step.

The digitalization of central business processes is one of the core tasks of transformation in small and medium-sized enterprises. We guide you safely through every step.

Not every company needs a complete CRM project right away. With the flexible NELTA On-Demand services, you can book exactly the performance modules that currently provide you with the greatest added value. We are happy to advise you.

Not every company needs a complete CRM project right away. With the flexible NELTA On-Demand services, you can book exactly the performance modules that currently provide you with the greatest added value. We are happy to advise you.

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)

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)

CONTENT HUB

CONTENT HUB

We are convinced: Knowledge increases when we share it. In the NELTA Content Hub, we gather know-how, thoughts, and ideas on tech trends and transformation.

We are convinced: Knowledge increases when we share it. In the NELTA Content Hub, we gather know-how, thoughts, and ideas on tech trends and transformation.

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1

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1970

Digitalization

Quality assurance

Transformation 2025 braucht Struktur, nicht Hype

Warum nachhaltiger Wandel im Mittelstand planbar sein muss und Tempo allein nicht reicht

Learn more

1

/

1

/

1970

Digitalization

Quality assurance

Transformation 2025 braucht Struktur, nicht Hype

Warum nachhaltiger Wandel im Mittelstand planbar sein muss und Tempo allein nicht reicht

Learn more

1

/

1

/

1970

NELTA Insights

Digitalization

Quality assurance

AI

The foundation for sustainable digital success

We combine strategic consulting with technological excellence and support medium-sized companies on their path to greater future security, efficiency, and growth.

Learn more

1

/

1

/

1970

NELTA Insights

Digitalization

Quality assurance

AI

The foundation for sustainable digital success

We combine strategic consulting with technological excellence and support medium-sized companies on their path to greater future security, efficiency, and growth.

Learn more

1

/

1

/

1970

NELTA Insights

People

Gemeinsam zu einem geschärften Markenauftritt

Ein gutes Ergebnis entsteht selten allein. Das gilt besonders dann, wenn es um die Weiterentwicklung einer Marke geht.

Learn more

1

/

1

/

1970

NELTA Insights

People

Gemeinsam zu einem geschärften Markenauftritt

Ein gutes Ergebnis entsteht selten allein. Das gilt besonders dann, wenn es um die Weiterentwicklung einer Marke geht.

Learn more

CONTACT

CONTACT

Would you like more information or an appointment for a personal meeting? We look forward to your message.

Would you like more information or an appointment for a personal meeting? We look forward to your message.

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Christian Müller, Senior Business Development Manager