Define the objective and strategy
State what you want to achieve with the opportunity and which strategy should improve the probability of closing it.
Business planning, market segmentation and opportunity management
From the business plan through prioritized markets to predictable order intake
Planning in CRM
From market segmentation to opportunity
Structure your markets, prioritize attractive segments and turn evidenced customer needs into concrete search mandates.
01
Define market segments
Group companies with comparable industries, regions, sizes, needs and buying triggers.
02
Assess segments
Assess market potential, growth, profitability, accessibility, strategic fit and your competitive position.
03
Set the segment strategy
Define positioning, value proposition, target accounts and the intended opportunity and order values.
04
Validate business drivers
Document shared pressure to act or invest and apply it only to suitable segment members.
05
Develop search mandates
Specify the objective, sales strategy, order value, closing probability and actions in the opportunity.
From a segment to a concrete sales case
Every opportunity remains connected to its segment, business driver, target account and resulting search mandate.
The core CRM instrument
Turn sales opportunities into predictable order intake
Derive search mandates from validated business drivers and develop them with a clear objective, the right sales strategy, concrete actions and a reliable forecast.
Plan effective actions
Describe the purpose, content, location and date of each action. Include your own team, customer contacts and freely entered external participants.
Break down the order value
Allocate products, fees and services across several revenue categories. The total expected net order value is calculated automatically.
Manage the forecast
Compare pipeline and weighted forecast for yourself, your team or the company by week, month, quarter or year.
From opportunity through quote to order
Create a prefilled quote draft from an open opportunity. After reviewing the address, products, prices and tax rates, save the quote. When it is accepted, MyRecruit.App creates the order and automatically marks the opportunity as won.
The second CRM foundation
One central data foundation for every function
Customers, contacts and addresses are available to recruiting, sales, business management and document archiving from one consistent source.
The Problem: Isolated Solutions Cost Time and Nerves
Customer, authority, supplier, and contact data are needed everywhere – in the recruiting functions as well as in the ERP and document archiving functions. Using separate tools for all of these functions and maintaining data across several disconnected tools is the most common efficiency drag in day-to-day business.
Duplicate data entry
The same contact data is entered multiple times into different tools.
Conflicting data states
An address change is recorded in one system while it's long outdated in the others.
Expensive IT integrations
Interfaces between isolated tools are costly to build and maintain.
Compliance risk
During an audit, different systems show different states of the same partner.
Our Solution: One Tool for All Functions, One Data Basis for All of Them
MyRecruit.App solves the problems you face as a recruiter, but also the problems you face as a business owner. To do this, MyRecruit.App relies on a single, verified, and always up-to-date data basis. The xRM/CRM is the heart of your entire process chain and ensures that every subsequent step – every function – builds on the same, reliable information. Maintain it once, use it everywhere.
xRM/CRM at a Glance
- Use prioritized segments and business drivers from planning
- Opportunity management with objectives, strategies and concrete actions
- Pipeline and weighted forecast for users, teams and the company
- Central management of customers, suppliers, authorities, banks and insurers
- Change it in one place, available everywhere
- Mailings to homogeneous contact groups
- Data export as required by the GoBD
The Direct Benefits of Centralized Data Management
1. Guaranteed Data Quality and Compliance
The xRM/CRM block bundles all relevant master data (addresses, contact persons, tax numbers, VAT ID numbers) and eliminates redundant records. If, for example, a customer's address changes, it is corrected once and immediately available for every function. This is the foundation for smooth communication and protects you from compliance risks caused by outdated or incorrect partner data.
2. Seamless Synergy with Your Business Processes
The true strength of the SSOT unfolds through integration with your other functional blocks:
Billing security
Managing revenue, costs, invoice corrections (credit notes), and hospitality receipts draws directly on the verified data in the xRM/CRM. Correct addresses and tax codes are instantly at hand, making error-free invoicing easier.
GoBD compliance
By linking business partner and business transaction data (from the xRM/CRM) with document management, you get a business transaction file exactly where you'd expect it – in business transaction management.
The process with MyRecruit.App
01
Recording business partners
In the first step, the business partner's data is recorded and assigned to a category such as customer, supplier, or authority. This categorization keeps the selection clear in later steps – for example, when recording revenue, only customers are offered for selection. To avoid redundancy, subsidiaries are not set up as independent business partners but are instead maintained as additional addresses of the respective business partner.
02
Recording addresses
To avoid redundancy and duplicate entry, addresses are not maintained under contacts but as their own information category. If a business partner or department moves, you only need to change the address in one place. All contacts affected by that move then immediately have the new address.
03
Recording contacts
When recording a contact, you first select one of the previously recorded addresses. Then you enter the name and contact details and assign a category, which is used to build homogeneous contact groups for targeted marketing mailings.
One shared data foundation
Business partners, addresses and contacts are captured once. MyRecruit.App carries this data into planning, opportunities, recruiting, quotes, orders, invoices and documents.
Ready to Get Started?
Create business plans for free and start permanently with included free allowances.
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Contact us any time, with no obligation
+49 (172) 7693497
Email
info@steinmetzpartners.com
Start free and stay free
Plan and get started first – upgrade when your usage grows
With MyRecruit.App, you can create your business plan free of charge. You can also use recruiting and business management within clear free limits and without an expiring trial period.
Create business plans for free
Capture your business concept, founder information, scenarios and financial planning, then export the complete plan as a PDF for banks or public authorities.
Manage 100 candidates for free
Manage up to 100 candidates. Positions and applications are not limited separately. Business management includes five new orders per calendar year.
1 GB of document storage
Store documents, including their versions, up to a total of 1 GB. Mandatory records generated automatically for an existing transaction continue to be archived.
No automatic charges
Only when your needs exceed these free limits do you decide whether to enter into a SaaS Agreement. No fees arise without your express agreement.
Register for free
No credit card required. The free account has no fixed expiry date.