Capture website data directly in your CRM

A Customer Relationship Management (CRM) system helps organizations manage relationships efficiently, streamline internal processes, and support long-term growth. Regardless of industry or organizational size, a CRM offers a wide range of benefits.

When connected to your website, it unlocks even more potential: instead of receiving form submissions as unstructured emails, the data is transferred directly into a centralized CRM system. This allows inquiries, sign-ups, or donor contacts to be handled more quickly, tracked more effectively, and analyzed with ease. Centralized contact management creates clear structures, saves valuable resources, and lays the foundation for long-term, trust-based relationships with your supporters.



Needs analysis

We capture our customers' wishes and turn them into a structured project plan with clear goals and milestones - this is how we ensure that an idea becomes a well thought-out, implementable concept and that your needs for optimization and automation of marketing tools are met.

Project implementation

We implement your requirements precisely and design the CRM setup in such a way that it offers maximum added value for your company. Through custom fields, UI adjustments and optimized flows, we ensure that your processes become more efficient and user-friendly. Regular reviews during implementation allow us to precisely meet your expectations and make adjustments at any time. We also ensure a seamless handover. Through individual training, we ensure that your team can work quickly and confidently with the new solution and that the resources invested can be utilized to the maximum.

Automations

We help to automate Salesforce processes (e.g. newsletters, personalized marketing campaigns, analyzing results and effective reach), optimize existing processes, reduce manual work and ensure maximum efficiency through quality assurance and stable solutions - also with AI (Einstein AI).

Data migration

We migrate your existing contact data and seamlessly integrate it into your new CRM solution. This involves transferring data from legacy systems in a structured way, ensuring data quality, consistency, and compatibility with the new data model. Careful planning is essential throughout this process. After the migration, we thoroughly test the data to ensure it has been correctly imported and that all relevant processes function as expected.

Service Level Agreement

Our service level agreements offer guaranteed response times and regular update meetings to address any uncertainties and ambiguities directly. Additional offers: Operation, consulting, comprehensive support.

Evaluation

For complex integrations and custom development, we offer a comprehensive solution evaluation that includes creating project descriptions, briefing potential service providers, requesting quotes, organizing meetings and making informed recommendations.

Integration with peripheral systems

We are also happy to take on the integration of peripheral systems so that your needs are fully covered.




Stefanie Gupta

At MD Systems, we understand that every organization is unique. That's why we work with you step by step, from the initial needs analysis to the customized solution. We listen carefully to your requirements and implement your ideas in a structured project plan. Together, we optimize your business processes and get the best out of your CRM. Whether through automation, individual adaptations or integration with your existing systems - we are here to make your CRM world more efficient and future-proof. You can rely on us to work with you to find the perfect solution.

Stefanie Gupta, Head of CRM Services