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Business Automation + CRM

Workflows under control, your customers in focus

CRM, business processes, Power Platform — comprehensive Digital Enterprise Management for SMEs. We digitize your workflows so that Excel lists, email ping-pong and gut feeling become traceable processes. As a project, as a managed service or together with your team.

This service is right for you if …

  • your sales and service data are scattered across Excel, Outlook and people’s heads — and nobody has an overview any more.

  • you use a CRM that causes more work than value — if one is in use at all.

  • approvals and sign-offs in your company are handled by email — and regularly fizzle out.

  • you want to automate your processes but simply don’t know how.

Our services

What we do for you, in concrete terms

CRM rollout

In SuperOffice we have a strong partner when it comes to CRM — a tool that fits your sales perfectly. Roll-out including data migration and user training.

Process analysis + use-case selection

Together we analyse where automation really pays off. A structured review of your processes, assessment by effort and benefit, a prioritized roadmap instead of busywork.

Power Platform + low code

Power Automate for workflows, Power Apps for line-of-business apps, Power BI for solid analytics. We build solutions your department understands and, ideally, develops further itself.

Integrations + interfaces

CRM, ERP, line-of-business apps — we connect what belongs together. APIs, connectors, middleware. So data is available where it’s needed.

Document processing + workflows

Invoices, orders, applications — automated capture, checking, routing. Including a traceable approval chain and integration with your accounting.

Reporting + business intelligence

Turning data into decisions. Dashboards with clear metrics instead of monthly Excel acrobatics. Live, consolidated and tailored to the recipient.

Three approaches

How we work with you

As a project

A clearly defined engagement with set scope, timeframe and fixed price. Result: a documented state, completed.

Beispiel: one-off CRM rollout, a Power Automate workflow for quote approval.

As a managed service

We take over ongoing operations and carry the responsibility. You get clear SLAs, dedicated contacts and monthly reports.

Beispiel: ongoing development of your CRM environment, monthly adjustments, user support.

Co-Managed

Shared responsibility: your team keeps the day-to-day work, we take the specialist topics. Full transparency via a shared ticketing system.

Beispiel: Your team maintains master data and reports, we handle interfaces, updates and more complex adjustments.

Standards + technologies

Proven methods and the right tools

Methodology frames our work. We follow the BPMN standard for process modelling, Microsoft Power Platform best practices, agile approaches for implementation and the GDPR for any processing of personal data.

GDPRISO 27001BPMN 2.0Power Platform Best PracticesScrumITIL

Technologies are our toolbox. We are vendor-independent, but deeply at home in our partners’ solutions. A selection of the platforms and tools we use in the Business Automation + CRM area:

SuperOfficePower AutomatePower AppsPower BIMicrosoft DynamicsSharePoint
Contact

Let’s talk about Digital Enterprise Management

Phone or a slot in the calendar — your direct line to us, however you prefer.

Christopher Merz

Customer whisperer + routine killer

For over 10 years I have helped SMEs digitize their processes cleanly — from the first CRM entry to a fully automated approval process. It matters to me that technology eases daily work rather than becoming another obligation. Talk to me if you’re wondering where your biggest points of friction are — and what can realistically be solved.

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