Reference Schüllermann und Partner AG
Schüllermann und Partner AG, with its five partner companies and more than 200 employees at 12 locations throughout Germany, serves a large number of clients from the private and public sectors, industry, small and medium-sized businesses and non-profit organizations. The company's services include the preparation and auditing of annual financial statements as well as tax and legal advice. In addition, the company provides business consulting services and supports its clients in the introduction of digital processes.
A great feature is a link to the accounting and bookkeeping software DATEV. You can find what you are looking for quickly and you always have everything in view. It just makes everything easier, especially when working from home given the distances involved, everyone on the team can access the data as long as they have been given sufficient rights to do so.
Roman Klein, Project manager CAS genesisWorld and marketing
The success story at a glance
Requirements and goals
- To provide professional digital support for customer relationship management
- Establish a digital workplace on one platform, move away from stand-alone solutions and Excel organization, include the DATEV integration
- Optimize processes, increase transparency while conforming to data protection
- Enable targeted and analyzable marketing campaigns
- Provide comprehensive usability while mobile
Benefits and advantages
- More time for customers: processes are more efficient and consistent, and in part automated
- Optimum cross-company cooperation thanks to the "Digital Workplace" - integrated available programmes and offering a common platform for sales, marketing and project management
- Increased success in marketing campaigns thanks to target-group specific forms of address, clearer documentation and performance measuring with reports
- All-in-one thanks to the DATEV integration – synchronization of master data and any associated relationships
Industry
Consulting/Tax/Auditing ServicesCustomer since
2018Website
www.schuellermann.deSupporting partner
itdesign GmbH, TübingenCAS Consulting
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