2HM ExpertenCheck: Marketing, Sales & CRM Under Review
Clear status assessment for sustainable growth
We put your marketing, CRM and sales under review — with clear positioning, optimization potential and a concrete roadmap.
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
