Ambit Group - Consultation CRM

Modern CRM and CX platforms are no longer just IT projects, but key drivers of growth and differentiation.

We support you in managing your business processes and customer interactions in a data-driven way – from strategy through to operational implementation.

Book a free consultation.

Consultation CRM & Customer Experience

Companies today face enormous pressure: customers expect personalised experiences, whilst teams struggle with fragmented systems, rising demands and a lack of transparency.

This is precisely where our CRM consultancy comes in: strategic, data-driven and AI-powered.

Through the targeted use of AI, significant performance improvements and sustainable cost reductions can be achieved. At the same time, we measurably improve the customer experience and boost employee satisfaction.

Your challenges – our starting point

Head of Marketing

Challenges

  • Fragmented data instead of a 360° view of the customer
  • Generic personalisation instead of contextual personalisation
  • Manual processes instead of scalable campaigns

Target scenario

  • Real-time customer journeys
  • Intelligent, AI-powered segmentation
  • Marketing with measurable business impact
  • Clear visibility on performance, attribution and ROI

Head of Sales

Challenges

  • Administrative tasks are holding back sales performance
  • No clear, real-time overview of the pipeline and forecast
  • CRM data is incomplete, inconsistent or out of date

Target scenario

  • AI handles routine administrative tasks in the background
  • The sales team focuses fully on customers and closing deals
  • Full, real-time transparency across opportunities and priorities

Service line

Challenges

  • High expectations meet overburdened processes
  • No comprehensive view of the customer, high workload per ticket
  • Knowledge is scattered rather than structured and accessible

Target scenario

  • AI automates classification, routing and documentation
  • Consistent service quality across all touchpoints
  • Scalable self-service and intelligent case automation

Head of Field Service

Challenges

  • Inadequate planning quality and low first-time fix rate
  • Technicians work without access to all the necessary information
  • Costs are rising, service quality is inconsistent

Target scenario

  • AI optimises planning and resource allocation in real time
  • Digital support provided directly at the customer’s premises
  • More first-time fixes, fewer follow-up visits, lower costs

CEO / Management

Challenges

  • No clearly distinctive customer experience
  • High investment with slow implementation
  • AI remains a vision rather than a practical reality

Target scenario

  • A consistently customer-centric organisation
  • Efficient, scalable processes through intelligent automation
  • Measurable business impact rather than buzzwords

Our approach: CRM consultancy with an AI-first philosophy

We don’t start with the technology — we start with your ambition.

Based on the challenges faced by the marketing, sales, customer service and field service teams, we are developing a targeted CRM vision supported by integrated AI agents.

Discover

Analysis & Defining Objectives

  • Pain points and objectives per persona
  • Assessing your organisation’s level of maturity

Design

Process & Data Architecture

  • End-to-End Customer Journey Design
  • An integrated database as the foundation for AI capabilities

Strategize

AI-powered CRM strategy

  • Specific use cases for AI agents
  • Prioritisation based on business impact and feasibility

Engage/Empower

Implementation & embedding

  • Implementing prioritised use cases
  • Empowering teams and scaling sustainably

CRM as a genuine competitive advantage: how to turn a system into a benefit

In the half-day workshop ‘Rethinking CRM – Customer relationships as a competitive advantage’, decision-makers gain a concise insight into how a CRM project can be successfully implemented in strategic, organisational and technological terms. Based on the Microsoft Dynamics 365 platform, the Ambit Group imparts practical knowledge, highlights success factors and presents inspiring use cases from sales, marketing and service.

Book a workshop!

Why Ambit Group?

 

“Successful transformation does not begin with technology, but with a clear vision. We combine over 25 years’ experience in CRM transformation with in-depth, cross-functional process expertise in marketing, sales, customer service and field service, as well as extensive expertise in AI-powered CRM processes. In this way, we bring together strategy, CRM and AI to form an integrated vision that delivers measurable business impact – across marketing, sales, customer service and field service.”

Christian Schipp, BDM CX / Partner, Ambit Group AG

Book a consultation.