1. Customer relationship management (CRM & lead management)

Goal: Transparent, data-driven customer relationships.


Digitizable processes:

  • Lead capture & qualification: Automatic capture of leads from web forms, trade shows, social media.
  • Customer data management: Central CRM system with history, contacts, and activities.
  • Lead scoring: AI-supported evaluation of which prospects are most likely to buy.
  • Automatic reminders & follow-ups.
  • Technologies: CRM systems such as Salesforce, HubSpot, Pipedrive, Microsoft Dynamics.


Effect: Better overview, no leads are lost, higher probability of closing deals.