BenchTrust Analytics

CRM-System: Selection & Implementation

Accompanies you from goal definition to productive use. Set your weighting, evaluate your shortlist, and receive an objective match score — the basis for a comprehensible decision.

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Match–

Phase 01 of 08

Goals & KPIs

Set business objectives and measurable metrics — before a single tool is considered.

Result of this phase: Target catalog with 3–5 measurable KPIs (baseline + target value)

Guiding questions

What is supposed to measurably improve after the introduction?

Which KPIs count — MQL/SQL, forecast accuracy, response time?

Do the goals align with the overarching corporate strategy?

Checklist

Must = essential step in this phase. Once all must-have items are checked, the phase is complete (green dot in the navigation).

Pitfalls

CRM is understood only as an IT project, not as a customer strategy

No measurable goals — only 'better overview'

Quick wins

Establish baseline today (current lead times, completion rates)

BenchTrust lever

BenchTrust Analytics translates your goals directly into a weighted requirement structure.

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