DUCOSOFT / Social Media, Enquiry and CRM Management
European CRM Setup and Automation
As an additional setup service, we connect European enquiries from your website, social media and communication channels to shared CRM records.
Illustrative solution view
A clear need
Shared CRM, record transfer and channel connections
An agreed scope
Team roles, access and stage definitions
Joint review
Follow-up tasks, reminders and opportunity reports
A clear handover
We deliver the CRM dashboard, access structure, sample workflow tests and training for both teams.
Your need
What business need does this address?
As an additional setup service, we connect European enquiries from your website, social media and communication channels to shared CRM records. We define roles for the representative in Germany and the team in Turkey, with fields for country, language, owner, quotation and follow-up date, then configure enquiry, initial conversation, quotation, follow-up and outcome stages with tasks and reminders.
Scope
A clear scope, with understandable steps.
A scope planned around your use
Team roles, access and stage definitions
Follow-up tasks, reminders and opportunity reports
What we work towards together
We deliver the CRM dashboard, access structure, sample workflow tests and training for both teams.
How we work
Understand the need. Build the solution together.
- 01
Understand the need
Share the customer or partner profile you want to reach in Germany, your introduction materials and current contact channels.
- 02
Plan the work
We agree on priorities and sequence around these areas: Shared CRM, record transfer and channel connections · Team roles, access and stage definitions · Follow-up tasks, reminders and opportunity reports.
- 03
Implement and review
An area we review together during implementation: Follow-up tasks, reminders and opportunity reports.
- 04
Hand over and explain usage
At handover, we review the agreed deliverables and usage steps together. We deliver the CRM dashboard, access structure, sample workflow tests and training for both teams.
In practice
How could this work in your business?
Illustrative use case
The Germany representative and Türkiye sales team use separate lists. We configure country, language, owner and proposal stages in one CRM, then test a sample enquiry from its first meeting to the follow-up task.
Handover & preparation
From the first meeting to handover.
What will you receive?
We deliver the CRM dashboard, access structure, sample workflow tests and training for both teams.
- Shared CRM, record transfer and channel connections
- Team roles, access and stage definitions
- Follow-up tasks, reminders and opportunity reports
What should you bring to the first meeting?
- Share the customer or partner profile you want to reach in Germany, your introduction materials and current contact channels.
- Identify Türkiye team owners, approved German–Turkish information and the record system used for enquiry handovers.
In the first meeting, we review your current setup, priorities and dependencies together. We prepare the proposal around that discussion.
Discuss your project ↗Questions
What to know before you decide.
What does this service include?
As an additional setup service, we connect European enquiries from your website, social media and communication channels to shared CRM records. We define roles for the representative in Germany and the team in Turkey, with fields for country, language, owner, quotation and follow-up date, then configure enquiry, initial conversation, quotation, follow-up and outcome stages with tasks and reminders. Shared CRM, record transfer and channel connections · Team roles, access and stage definitions · Follow-up tasks, reminders and opportunity reports.
Is this a good fit for our business?
For businesses that want their representative in Germany and team in Turkey to work from the same customer records.
What should we share in the first meeting?
Share the customer or partner profile you want to reach in Germany, your introduction materials and current contact channels. Identify Türkiye team owners, approved German–Turkish information and the record system used for enquiry handovers.
What will we receive when the work is complete?
We deliver the CRM dashboard, access structure, sample workflow tests and training for both teams.
European CRM Setup and Automation
Let’s define a solution around your needs.
Tell us how your business works today and what you want to achieve. We can plan the scope, connections and deliverables around your team.
