Customer Experience

CRM optimization & MarTech enablement

Maximize efficiency and intelligence of your customer platforms through strategic CRM optimization and MarTech enablement. Our approach transforms Customer Relationship Management systems into powerful revenue engines for measurable growth.

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CRM optimization & MarTech enablement

Transform customer platforms into revenue engines

Modern organizations depend on seamless customer data flow and intelligent automation to drive growth, yet many struggle with fragmented MarTech ecosystems and underperforming CRM software. Our CRM optimization approach maximizes efficiency, scalability, and intelligence of your customer platforms through comprehensive system assessments, data quality governance, and strategic MarTech integration. We transform disconnected Customer Relationship Management systems into unified revenue engines that deliver measurable business impact and sustainable competitive advantage.

Our Offering

CRM optimization services to maximize performance

CRM health audit and roadmap

We assess system performance, identify issues, and create clear improvement plans for your CRM software. Our comprehensive CRM optimization approach delivers actionable roadmaps that enhance CRM effectiveness.

Data quality and governance

We ensure accurate, consistent, and reliable customer data across all systems. Our data improvement processes establish governance frameworks that maintain data integrity and support optimal CRM optimization performance.

Marketing automation design

We build and refine automated workflows to boost engagement and efficiency. Our MarTech solutions create sophisticated customer journeys that optimize lead nurturing and enhance conversion performance through intelligent automation.

CRM and MarTech integration

We connect CRM with CMS, DXP, CDP, and analytics tools for seamless data flow. Our integration approach eliminates silos, enables unified customer insights, and maximizes your entire MarTech ecosystem effectiveness.

Reporting and dashboards

We create real-time, actionable insights for informed decision-making through comprehensive reporting solutions. Our dashboards provide complete visibility into CRM optimization performance and key business metrics.

Workflow automation

We automate sales, marketing, and service processes to save time and reduce errors. Our intelligent automation solutions streamline operations, improve consistency, and free resources for strategic Customer Relationship Management initiatives.

Our global impact

Creating lasting customer value through strategic excellence and measurable results

3000+ digital value creation projects

90+ net promoter score

50+ countries covered

600+ international clients

Our Success stories

Connecting data, marketing, and technology for smarter customer journeys

4k video footage of an unrecognizable businesswoman washing her hands.

CWS offers sustainable innovative digital rental solutions for workwear, hygiene and health and safety solutions serving businesses of all sizes in 15 countries, achieving a revenue (Y3) of +€1.5b with +12k employees worldwide.

OMMAX supported CWS with a strategic digital transformation program, driving lead generation, revenue growth, and measurable efficiency gains across the business.

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+97%

increase in total leads (Y1-Y4)

+481%

revenue growth (Y1-Y3)

+40%

growth in total contract value from digital generated CAGR (Y3-Y4)

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Big truck driving on a countryside road and transforming into a digitalized version of futuristic autonomous truck.

Alpega Group is a leading global logistics software company that offers end-to-end solutions that cover all transport needs, including transport management services (TMS) and freight exchanges. The company software solution allows for the automation of customer’s logistic flows worldwide and is operated in more than 80 different markets around the world.

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+38%

branded search volume CAGR 20-22

+102%

lead quality increase YoY Q1 22-23

+78%

pipeline generation YoY Q1 22-23

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Elias Apel and his colleague walking trough the Lucanet office.

LucaNet, the market leader in Corporate Performance Management tools, offers certified software for the preparation of financial statements, financial planning, reporting, and data management.

OMMAX supported LucaNet with digital strategy by implementing HubSpot Marketing Hub Enterprise, including a connection to Salesforce Sales Cloud. The transformation of the existing multi-account setup into a single HubSpot business unit enabled all country teams to work together in one single environment, resulting in less complexity and increased marketing and sales efficiency.

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360

smart segments delivering content

+50

lead scoring rules for sales team

+1M

contacts transferred to one HubSpot instance

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Why OMMAX

CRM and MarTech experts

Measurable outcomes

We focus on tangible business impact through CRM optimization initiatives. Our solutions deliver improved efficiency, enhanced data quality, and accelerated revenue growth.

Seamless implementation

We ensure smooth transitions with minimal business disruption during CRM optimization projects. Our hands-on support guarantees successful MarTech enablement adoption.

Proven methodology

Our systematic approach to Customer Relationship Management optimization delivers measurable results. We follow established frameworks that ensure successful transformation.

Comprehensive expertise

We combine deep technical knowledge of CRM software systems with strategic business insight. Our team delivers end-to-end CRM optimization and MarTech enablement solutions.

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In today’s competitive landscape, CRM optimization and MarTech enablement are key to unlocking the full potential of customer platforms. By streamlining data flow, improving automation, and integrating systems strategically, we help organizations transform fragmented CRM ecosystems into cohesive, high-performing solutions.

Peter Makovitzky
Partner Digital Transformation

Get in touch

Want to learn more about CRM optimization and Martech enablement? Talk to our experts!

Peter Makovitzky

Partner Digital Transformation

Dr. Christian Fürber

Partner Data & AI

Fabian Geißler

Vice President Tech System Integration & AI

Rachel Harris

Director Salesforce

Frequently asked questions

Everything you need to know about CRM optimization & MarTech enablement

Yes. We specialize in connecting CRM software with diverse MarTech ecosystems including CMS, DXP, CDP, and analytics platforms. Our integration expertise ensures seamless data flow between systems, eliminating silos and creating unified customer insights for enhanced Customer Relationship Management effectiveness.

We minimize disruption through phased implementation and careful change management. Our CRM optimization approach maintains operational continuity while introducing improvements incrementally. We provide comprehensive training and support to ensure your team adapts smoothly to enhanced Customer Relationship Management capabilities.

We implement rigorous data cleansing processes, including duplicate removal, standardization, and validation protocols. Our CRM optimization methodology includes comprehensive data mapping, quality assessments, and governance frameworks. We ensure data accuracy through systematic MarTech integration and ongoing monitoring systems.

We carefully audit existing workflows and preserve valuable customizations while eliminating inefficiencies. Our CRM optimization process enhances rather than replaces functional elements. We document all changes, provide comprehensive training, and ensure your team maintains productivity throughout the MarTech enablement transformation.

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