Most agencies open with "so, what CRM are you on." In this industry the honest answers are "we are not," "there is a module nobody fills in," and "we bought Salesforce in 2019 and stopped paying for it in 2021." For our purposes those are the same answer.
How it works
- what you do have is Prophet 21, Eclipse, SX.e, NetSuite, Exact, AFAS or Business Central, and six years of order lines in it nobody has ever exported
- the order history gives you the rhythm, the margin and the product mix
- delivery records give you the sites, which is how you find the second branch nobody mentioned
- your webshop knows what the ERP never sees: who logged in and stopped, what they abandoned in a basket, and what they searched for that you do not stock, which is the only place in the building you can read demand you are not serving
- the shared mailbox tells you which customers are live, and we read it at account level rather than at person level, because in the Netherlands that goes to your works council before it is switched on and in Belgium it sits under CAO 81
- we only introduce a CRM if the work genuinely needs one
What changes
You get the system without a migration project you never asked for.