Sales transparency
pipeline and forecast on one shared basis
Data quality
cleanly migrated, clearly owned
Manual upkeep
automation instead of double work
Team adoption
built to be understood and explained internally
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Müller GmbH · mechanical engineering. Quote open, last contact 6 days ago. Recommendation: follow up today.
Learn on real processes
no abstract click-through training
Define roles clearly
admins, key users, teams
Help on demand
first, second and third level
Document knowledge
a help center instead of knowledge silos
Factor in change
guide change, do not decree it
Understand & prioritise
clarify the starting point and goals
Develop a target picture
where processes and data should go
Build the roadmap
a sequence with reasoning
Plan delivery realistically
effort, team, budget
Anchor enablement
knowledge stays in the company
Everyday usage
adoption instead of box-ticking
Confidence in the team
roles and expectations clarified
Resistance
involved early instead of surprised
lived processes instead of workarounds
Forecast quality
reliable numbers for management
Customer transparency
orders, machines and service at a glance
Data silos
CRM and ERP work together
Quoting speed
several people, one process
Field-sales clarity
priorities instead of gut feeling
Data basis for promotions
the impact of campaigns made visible
Manual reports
reporting happens along the way
Response speed
spot retail signals earlier
Meeting prep and follow-ups are part of the everyday.
Draft replies in the pilot, knowledge base growing.
Prompting lab done, first use cases live.
Foundations workshop scheduled, guardrails set.
AI is building: hero section, value points and a form - preview at your-domain.de/spring
Consulting
Areas
Activity becomes visible: campaigns, channels, costs - on one basis.
Standards & rules
naming conventions, checklists, approvals - order that holds
Operations & QA
campaigns run reliably, errors caught early
Data & segments
sync paths and segments stay clean
Agents & automation
routine runs automatically, your team steers
Audiences & processes
Requirements first
Data & integrations
What has to come together
Tools
Decided last
Measurability & ROI
Traceability in the CRM
Data base & tracking
consent, data flows and measurability first
Marketing Cloud Next setup
GDPR-aware configuration, productive fast
Templates per use case
repeatable workflows instead of one-offs
Measurability & CRM feedback
impact arrives in the CRM
Standards & documentation
your team keeps working confidently
Marketing Cloud Next
The focus: standards for campaigns and journeys, measurability and CRM feedback in practice.
Marketing Cloud Engagement
On demand: journeys, data logic and operations for multi-channel setups.
Account Engagement
On demand: scoring, grading and a clean handover to sales.
Use cases first
which segments do you really need?
Define segments
hypotheses instead of stockpiling data
Data picture in CRM context
unified profiles with clear provenance
Activation with governance
who may do what - cleanly governed
Trace the impact
segmentation pays into your goals
Solutions
Company
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