# CRM automation

Source: https://dropdigital.de/en/leistungen/crm-automatisierung
Language: en
Site: DropD., https://dropdigital.de

## CRM automation

Your CRM holds contacts from three years ago who would buy today. We build the follow-up nobody ever gets to.

The CRM is tidy enough to look things up and too messy to work in. Follow-up happens when somebody happens to remember. Enquiries sit there, and at quarter end nobody can say why. Make the base readable again Duplicates, dead contacts, half-filled records. Before anything runs automatically the base gets merged and enriched, otherwise you are automating a mess. Follow-up that happens Who never replied after the enquiry, who went quiet after the quote, who showed interest two years ago: each case gets its own trigger and a prepared message that a person sends. Qualify before the call An incoming enquiry gets enriched and sorted before anyone opens it. Sales sees the enquiries where the call is worth making first. Data hygiene Find duplicates, fill fields from the actual case Delete records before a person has looked Follow-up messages A draft that references the real case Send automatically to an existing customer Scoring an enquiry Sort by criteria you can read and check Rate people by ability to pay Old contacts Suggest who might be relevant again Send marketing without valid consent Does this work with our CRM? Usually yes. We work at the interface, not at replacement: whatever has an API gets connected, and for grown systems without one there is normally an export-import route. Switching CRM is its own project and rarely the first step. Can we simply email old contacts again? Not simply. Marketing email needs consent or the narrow existing-customer exception under section 7 of the German Unfair Competition Act. So the system separates contacts you may email from those where the suggestion is: call them, or leave them. Does the AI send the messages itself? By default, no. It prepares, a person sends. For pure service information without marketing character you can decide otherwise, but that is a deliberate release, not a default setting.

Link: https://dropdigital.de/en/leistungen/crm-automatisierung
Id: usecase-crm-automatisierung