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Services

Business Cases for more Efficient Customer Processes –
and more Growth

The lever is often in marketing – the impact reaches further

Growth does not come from more campaigns, more leads or more touchpoints alone. Growth happens when the processes behind them become faster, more consistent and more effective.

This is exactly where entergon's business cases come in: we reduce operational effort in marketing processes, close media breaks to CRM, sales and service, and turn fragmented activities into scalable process architectures. This frees up resources that are currently tied up in manual coordination, data maintenance, rework and one-off solutions.

Companies can deploy these resources specifically toward what really drives growth: better market development, higher lead quality, more consistent customer development, stronger customer loyalty and measurably better customer journeys.

The lever is often in marketing – where demand is created, customer relationships are built and growth is prepared. But the impact reaches considerably further: into sales, service, data quality, organisation and international scaling.

The following business cases show how entergon combines strategy, process know-how, technology, data and AI to not only make customer processes more efficient, but to systematically enable growth.

Global Standard for Trade Fair Lead Capture Across Business Groups

The Trade Fair App establishes a global process standard for structured lead capture at trade fairs, congresses, and events. It combines consistent lead data, CRM and Marketing Automation connectivity, clear role logic, and international scalability – while remaining extensible for new event and sales use cases.

Communication Events Governance
Details

Digitalisation of Event and Attendee Management for Corporate Events

The solution connects invitation, registration, attendee management, QR-code check-in and follow-up into a seamless digital event process. The result is fewer media breaks, greater transparency over attendee status and entry, and a more professional event experience before, during and after the event.

Sales & Service Communication Events
Details

From Download to Qualified Sales Lead

The download centre turns content into an active entry point for marketing automation, profile enrichment and lead nurturing. Website visitors are progressively better understood through relevant content interactions, addressed more precisely and handed over to sales as qualified leads only when they have reached sufficient maturity.

Communication Governance
Details

Digitalising Consulting Support for Peer Counselling and Situation Analysis

Digital consulting support creates a scalable foundation for consistent, traceable and impact-oriented peer counselling processes. Personal consultation remains at the centre, but is specifically supported by digital structure, automated follow-up and transparent reporting.

Sales & Service
Details

From a Transactional Web Shop to Automated E-Commerce Communication for Specialist Dealers, Service Partners and Existing Customers

The solution evolves the existing web shop from a pure order channel into a data-driven communication and activation hub. Web shop data, CRM, Marketing Automation, order histories and service triggers combine into a single platform for targeted existing-customer communication, partner activation and automated post-purchase impulses.

Sales & Service Communication Governance
Details

Digitalising Customer-Facing Processes with CRM and Marketing Automation Integration

The integrated CRM and Marketing Automation architecture creates a scalable foundation for digital customer processes. Factory tours, customer feedback, manufacturer confirmations, events and campaigns are brought together in a shared data and process logic – delivering greater transparency, process reliability and automation.

Sales & Service Communication Events Governance
Details

Sales App for Conversation-Oriented CRM Capture and Automated Sales Follow-Up Processes

The Sales App brings CRM directly into the customer conversation and turns discussion outcomes into immediately actionable sales processes. Field sales, CRM, Marketing Automation, back office and the quoting process are more tightly connected – for better data quality, less rework and faster follow-up actions.

Sales & Service Communication Governance
Details

Content Factory for Countries, Brands and Languages

The Content Factory creates a scalable foundation for international marketing from a central hub. Campaigns are created centrally, translated automatically and delivered market-specifically across countries, languages and brands – fast, consistent and with reliable template logic.

Communication Governance
Details

Integrated E-Learning Communication with LMS, Customer Portal, CRM and Marketing Automation

The solution connects LMS, customer portal, CRM and Marketing Automation into a scalable platform for e-learning communication. Course data, status information, bonus points and participation details are processed automatically, communicated in a brand-compliant way, and made available for sales, marketing and customer development.

Sales & Service Communication Events Governance
Details

Automated Event Management for Seminars and Webinars

The solution creates a scalable event architecture that brings online and offline formats together in a single shared process. CRM, Marketing Automation and the webinar platform integrate seamlessly – for more targeted delivery, clean documentation and automated follow-up including attendance confirmations.

Sales & Service Communication Events
Details

Multichannel Permission Handling in an International Mobility Company

The solution automates international permission handling and creates a legally compliant foundation for cross-channel customer communication. CRM integration, channel-dependent permission collection, multilingual templates and response processing connect data protection, data quality and customer experience across countries, brands and channels.

Sales & Service Communication Governance
Details

A Bespoke Premium Modular System for Email Templates with Marketing Automation

The bespoke modular system combines standardisation with premium design. Marketing Automation becomes the stable foundation for email communication that is flexible, brand-compliant and operationally efficient – with greater creative freedom and consistent process reliability.

Communication
Details

Connecting Partner Portals and Marketing Automation for Automated Communication and Webinar Management

The portals evolve from pure information platforms into integrated communication building blocks. Profile and interest data flow automatically into Marketing Automation, enabling personalised push communication, more efficient webinar processes and a more professional user experience – without duplicate data management.

Sales & Service Communication Events
Details

Automated Webinar Management for Scalable Customer Communication

The entergon Hub transforms a manual webinar process into a scalable Marketing Automation architecture. Webinar platform, website, registration, status logic, reminders and follow-up are connected automatically – for brand-consistent communication, significantly less effort and better usability of webinar data for nurturing and sales.

Sales & Service Communication Events
Details

Digitalising Seminar and Training Management for HVAC Tradespeople

Digital training management turns seminars, webinars and hands-on training sessions into a strategic instrument for customer retention, qualification, and market development. Participant data, training histories, certificates and interests are systematically recorded and made available for CRM, Marketing Automation, sales and customer development.

Communication Events
Details

Flexible Email Template System for Data-Driven B2B Marketing

The email template system makes complex product and campaign communications faster, more flexible and more measurable. Template mechanics, segmentation, forms and tracking combine into a single platform for targeted customer communication, data enrichment and performance-driven B2B marketing.

Communication
Details

Offline-Capable App for Trade Fairs and Service in International Industrial Deployments

The app creates a scalable platform for mobile sales and service processes. Trade fair contacts and service information are captured on-site in a structured, offline-capable and CRM-integrated way – enabling faster follow-up, better lead qualification, and more measurable trade fair and service processes.

Sales & Service Communication Events Governance
Details

Integrated Event and Attendee Management for Roadshows, Showrooms, Partner Formats and Lunch & Learn

The solution turns diverse event formats into professionally manageable touchpoints in the customer and prospect dialogue. Registration, CRM matching, approval workflows, badge scanning and follow-up work together in a scalable platform – delivering better data quality, more efficient processes and a high-quality attendee experience.

Communication Events
Details

Digital CPQ Preparation with App for Standardised Customer Capture and Faster Quoting

The app creates a central building block for the digitalised, CPQ-adjacent sales process. Complex customer requirements are captured in a standardised, mandatory-field-driven and internationally scalable way – as the connecting element between the customer conversation, CRM and subsequent quoting logic.

Sales & Service Governance
Details

From Trade Fair Contact to Opportunity in 24 Hours

The integrated trade fair app creates a seamless lead-to-opportunity process directly from the exhibition stand. Live CRM data, structured conversation capture, automated lead scoring, routing and personalised follow-ups ensure that trade fair contacts are qualified, distributed and made actionable for sales faster.

Sales & Service Communication Events Governance
Details

From Customer Visit to Correct Order in Real Time

The Sales App digitalises the field sales process from customer visit to order. Product search, sales channel logic, real-time pricing, CRM job cards and visit documentation work together in a single mobile application – delivering correct orders, less follow-up effort and better data quality in field sales.

Sales & Service
Details

Fax Communication Reimagined: From Legacy Process to Personalised 1:1 Communication with Marketing Automation

The solution modernises a historically grown fax process and simultaneously uses it as a bridge into digital communication. Email-to-fax, reporting, list cleansing, landing pages and targeted channel migration transform an inflexible dispatch channel into a controllable transformation lever for better data quality, lower costs and more future-proof customer communication.

Sales & Service Communication
Details

From Trade Fair App to Mobile Sales and Service Platform

The solution evolves an established trade fair app into a mobile sales, service and project platform. Trade fair leads, visit reports, project enquiries, email follow-up campaigns, appointment scheduling and service cases are consolidated within a shared app logic – enabling faster internal handovers and better continuity throughout the customer process.

Sales & Service Communication Events Governance
Details

Automated Voucher Management for Scalable Promotion and Trade Fair Campaigns

Voucher Management turns trade fair, promotion and campaign codes into an integrated part of Marketing Automation. Codes are assigned automatically, uniquely and traceably – reducing manual list processes, securing quota control and enabling scalable campaign communication.

Communication Events
Details

Digitalisation of a B2B Order Platform

The digital order platform connects CRM, Marketing Automation and ERP inventory data into a rule-based process for B2B target groups. Order campaigns can be set up faster, targeted more precisely and controlled more effectively – with automatic availability checks, quantity logic and direct downstream processing.

Sales & Service Communication
Details

Integrated Customer Communication and Process Digitalisation with CRM, Marketing Automation and Loyalty Programme

The platform connects CRM, Marketing Automation, website communication, loyalty, service processes and trade fair lead capture in a shared architecture. This creates a scalable foundation for cross-brand process and transactional communication across multiple digital touchpoints.

Sales & Service Communication Events Governance
Details

Premium Email Templates for Brand- and Audience-Specific Communication

The template system enables decentralised email communication within clear brand and design guardrails. Departments can create mailings faster and more independently, while quality, CI consistency and process reliability are maintained across brands, departments and target audiences.

Communication Governance
Details

Product Registration and Warranty Extension as Direct End-Customer Access

Digital product registration creates direct, privacy-compliant access to professional end customers without undermining the indirect sales channel through trade partners. Warranty extension, secure file sharing, CRM data building and Marketing Automation combine into a platform for long-term customer development and targeted follow-up communication.

Sales & Service Communication Governance
Details

CRM-Integrated Marketing Automation for Seminar Registration and Participant Communication

The solution digitalises a high-volume registration process and connects the website, CRM, seminar management and participant communication. Seminar registrations are processed automatically, data is kept more consistent and the training division gains a scalable infrastructure for professional digital participant communication.

Sales & Service Communication Events
Details

Digitalisation and Automation of Incident Notifications in Partner Management

The solution transforms a manual Excel and Outlook process into a standardised platform for fast, targeted and traceable incident notifications. Recipient groups, text modules, dispatch and documentation are centrally managed – resulting in shorter response times, higher delivery quality and more professional partner communication.

Sales & Service Communication
Details