Lead, Opportunity, Order. Clean handoff to your ERP.
Mittelstand grows, the tool landscape grows with it. Salesforce for the ~40 people in active sales. HubSpot or Marketing Cloud for the marketing team. Service tools for the back-office. Add-ons on top, ERP integration on the side. You hit six-figure annual costs in licences and maintenance, because every department has its own tool world.
We build Lead through Order in one system. Sales, marketing, service, back-office and specialist teams see the same data, with their own permissions. With a clean interface to your existing ERP. No second ERP. Just a clean bridge.
What a 100-employee org juggles today
At 100 employees: over €100,000/year just in recurring licence and partner costs. At 150, closer to €150,000+. Plus every integration change on top, if anyone is around to do it.
And here's the kicker: your 100 employees spread across sales, marketing, service, back-office, specialist teams, legal. They all need visibility on shared customers and orders. Either you put them all on the sales system (expensive per licence, often overkill for their needs), OR you buy separate tools (data silos, integration work, maintenance of 5 to 7 systems).
This is where we come in.
We combine all your requirements in one system, connect to what you already have, and scale with you.
More importantly: our goal is to make you independent from us. We design the system with enough flexibility that you can change things on your own, without needing to call us every time.
Lead through Order in one system
A real sales pipeline without plugin bingo. This is how it looks at a Mittelstand company we spoke with. At your company it will look different, because your system gets built for you.
- 01Lead capture
From any source: website, trade fair, cold outbound, referral. Visible to sales with source, score, owner. No separate lead database next to the CRM.
- 02Scoring and nurturing
Marketing campaigns directly tied to CRM data. Which campaign moved which lead? What drove the meeting? Live in the same system.
- 03Opportunity
Multiple stakeholders, multiple product lines, real-time forecast. Sales sees their own pipeline status, management sees the bigger picture.
- 04Quote and configuration
Quote with pricing tiers and terms. Approval workflow above thresholds (discount, volume, term length). No more Excel ping-pong for approvals.
- 05Order
One-click conversion from opportunity to order. All stakeholder data, products, terms in one place.
- 06Handoff to your ERP
The order flows automatically into your existing ERP (DATEV, SAP, abas, weclapp, whatever you use). Status comes back: production, shipping, invoice. We don't build an ERP. We make the handoff clean.
- 07Cross-department visibility
Service sees open complaints per customer. Finance sees outstanding invoices. Management sees forecast vs reality. Same data foundation, no extra licence per module.
What's not here: an ERP replacement. Your DATEV, SAP or abas stays. We're the front-end for sales and operations, and the clean bridge to your existing bookkeeping.
It's a dream that you can connect marketing campaigns directly to revenue, and tie sales opportunities to ongoing projects.
What happens when you grow from 50 to 150 employees
| Stack of separate tools | CRM Concept | |
|---|---|---|
| Components | 4 to 6 tools plus partners | 1 system |
| Sales sees what service sees | only via integration work | out of the box |
| Licence and partner costs at 100 employees | over €100,000/year | based on actual costs |
| Growth to 150 employees | €150,000+ per year | scales with server costs |
| Marketing to sales to order | custom integration per tool | one data foundation |
| Handoff to your ERP | custom integration per system | defined in discovery |
| Re-architecting on growth | external consultants | discovery update |
| Specialists required | Salesforce admin plus Apex developer | CRM Concept Team |
| Maintenance partner | usually external | CRM Concept Team |
Standard functions that come with every setup
Multiple business units and product lines
Separate pipelines, dedicated forecast logic, shared customer database. No second Salesforce org-pony.
Custom workflows per department
Sales, service, marketing, finance run their own rules. Same system, no friction at the interfaces.
API and integrations
REST API, webhooks, standard connectors (Zapier, Make, n8n). Plug in existing tools instead of replacing them.
Permission concepts
Who sees what, who can change what, who needs four-eyes approval. Granular at field, record, or department level.
Audit logs for compliance
Who changed what, when. ISO, GDPR, your internal audit. Queryable in the system instead of reconstructed afterwards.
Your system, shaped by your requirements.
What you see in the examples is a real discovery configuration. For you, we build exactly what you actually need. Nothing more. In discovery we listen. In setup we follow your processes, not our feature set.
Written by someone who spent 8 years as a Salesforce architect implementing and re-architecting exactly this stack for Mittelstand customers. We know where it gets stuck. And how it doesn't have to.
If your next growth step shouldn't turn into another licence multiplier
30 minutes is enough to see if it fits.
Or send a note to info@crm-concept.de