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Tel.: +49 (0) 721 46 476-100
Tel.: +41 (0) 44 87 444-78
Tel.: +49 (0) 721 46 476-100
Tel.: +34 (93) 344 32 31
Tel.: +49 (0) 721 46 476-100

We consult and help with your CRM platform evaluation

The use of modern systems for sales, service, and marketing enables diverse, personal and efficient customer communication. The introduction of a new software or the expansion of existing platforms is usually linked to various objectives and challenges of the business units.

Companies are faced with the challenge of selecting the right software to ensure the success of planned investments. As a Salesforce Platinum Partner and Microsoft Cloud Gold Partner, ec4u accompanies your selection process based on Best Practices.

„The evaluation process of a new software depends on the inclusion of all relevant stakeholders for a strategic and operative perspective when designing the target vision and planning the list of necessary criteria.”

Sylvia von Rönn, Principal Consultant ec4u



Objective and Criteria

We analyze your customer management processes and the IT environment, work out your professional and technical objectives together and create a catalog of criteria with your central requirements.

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Market exploration, provider comparison and evaluation

Together with you, we define your criteria for software providers and create a provider-longlist. We develop a specific evaluation scheme for you and carry out vendor assessments based on it.


Final Provider Selection

We prepare a presentation schedule and carry out a proof of concept (feasibility analysis) including supplier presentations. Finally, we will evaluate the offers.


“ec4u supported the CRM project of Pavatex from the beginning to the implementation of our chosen platform”

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Customer management platform

We define a platform as the totality of all systems, apps, and applications that are used in day-to-day operations as well as in the planning and control of customer management and thus serve to interact with customers. In addition, the term “platform” refers to a high degree of integration of systems and data across areas of responsibility and processes. Through the use and analysis of networked data across system boundaries you can design and further expand your customer management.

Would you like to learn more about our services? Arrange an appointment with us.

Evaluation Highlights

CheckboxReliable Decision-making

ec4u provides you with a reliable decision: We support you in the evaluation and selection of manufacturers and IT service providers of systems for the functional areas Marketing Automation, CRM (Customer Relationship Management), CPQ (Configure Price Quote),
Integration technology/middleware and BI (Business Intelligence).

CheckboxInnovative solutions

ec4u develops innovative solutions with you: Based on your strategic objectives and requirements, we develop convincing solution perspectives for you based on experience and proven conceptual approaches, outline technical scenarios. We provide you with additional concrete impulses for your digitization project.

CheckboxList of criteria

ec4u uses a tried and tested criteria catalog: We employ established survey techniques as well as derive them from the process perspective to record your requirements. For quality assurance, we use a criteria catalog based on Best Practices which we have prepared and detailed in the course of numerous evaluation projects.