2HM ExpertenCheck: Marketing, Sales & CRM Under Review

Your marketing, CRM and sales under review

The 2HM ExpertenCheck is a compact, structured status assessment for companies that want to strategically develop their marketing, sales and CRM.

Whether CEO, marketing or sales director — the ExpertenCheck provides you with a clear, well-founded assessment of your current situation and identifies concrete optimization potential.

Three assessment dimensions

The ExpertenCheck evaluates your activities in three key areas:

**Marketing:** Marketing strategy, target groups, inbound marketing, dialog campaigns, content marketing, technology & automation.

**Sales:** Sales strategy, customer groups, lead management, sales campaigns, customer service, technology & automation.

**CRM:** CRM strategy, customer centricity, customer journey, CRM campaigns, customer feedback, technology & automation.

How the ExpertenCheck works

**1. Preliminary discussion & interview:** To prepare for the workshop, we exchange information about your existing strategy and measures and jointly define the participant group.

**2. Inventory:** We conduct a structured inventory of your measures based on relevant success drivers and KPIs.

**3. Assessment:** For positioning, we determine the current state for each assessment dimension using a scoring matrix and record the target state.

**4. Action recommendations:** Using GAP analysis, we define action fields, create recommendations and prioritize them for implementation planning.

**5. Roadmap:** The results report contains a summary of the positioning, provides a valuable, transparent overview of the current company situation, optimization opportunities and concrete action recommendations including a roadmap.

Target group & package contents

**Target group:** Relevant decision-makers such as business owners, managing directors and heads of marketing, sales and customer service.

• Preliminary discussion & interview
• Inventory of strategy & measures
• Assessment based on success-relevant dimensions
• Identification of optimization fields
• Creation of action recommendations
• Roadmap for quick wins

How you benefit from the ExpertenCheck

• Compact, time-saving checks for positioning relative to your goals
• Identification of optimization fields in marketing, sales and CRM
• Concrete roadmap for leveraging growth potential for more contacts, revenue and customer loyalty