CRM evaluation


Urma AG develops and manufactures precision tool systems that are used in drilling operations worldwide.


Evaluation of a standard CRM solution with high integration into the ERP landscape. Consideration of all touchpoints along current and future customer journeys.


  • Carrying out a Request for Information with CRM software manufacturers
  • Scope definition with 2BCS CRM map
  • Requirements assessment along relevant touchpoints, orientation based on defined customer journeys
  • Coordination with IT requirements of existing and future application landscape (especially ERP)
  • Coordination of requirements from the analytical area (aCRM)
  • Consolidation of requirements and creation of functional specifications
  • Longlist definition: reduction of potential software solutions on the basis of the RfI information, definition of potential implementation partners per software solution
  • Tendering and evaluation of offers
  • Basis for decision-making

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