Key points
Numendo helped Patrimonia lay solid foundations for its future CRM through a rigorous approach: scoping, requirements mapping, benchmarking, financial evaluation, and vendor selection support. An essential mission to secure customer relationship management and sustainably support growth.
3
priority levels defined
100%
requirement coverage analyzed
context
Patrimonia is an independent collective foundation specializing in occupational pension schemes (LPP). Amid rapid growth and an increasing volume of clients, partner brokers, and projects, the company sought to structure its internal processes through a dedicated CRM capable of centralizing contact management, events, email campaigns, leads, and projects.
Previously, Patrimonia relied mainly on Excel for customer management, which quickly reached its limits. An initial tool (Abacus) was deployed—primarily for its compatibility with Xplan, the asset management solution. However, this software (closer to an ERP with a CRM module than a true CRM) failed to meet expectations. A lack of user-friendliness and high operational complexity, particularly around email management, led Patrimonia to look for a new solution.
Previously, Patrimonia relied mainly on Excel for customer management, which quickly reached its limits. An initial tool (Abacus) was deployed—primarily for its compatibility with Xplan, the asset management solution. However, this software (closer to an ERP with a CRM module than a true CRM) failed to meet expectations. A lack of user-friendliness and high operational complexity, particularly around email management, led Patrimonia to look for a new solution.
intervention
Numendo was called upon to guide Patrimonia through this new phase, conducting a structured engagement around the following steps:
• Scoping Workshops: Facilitating workshops with all stakeholders to gather business requirements, growth challenges, current pain points, and functional needs.
• CRM Benchmarking: Benchmarking market CRM solutions with extended capabilities (ERP CRM), notably evaluating Odoo, Microsoft solutions, and open-source options.
• Functional Coverage Specification: Drafting a functional coverage matrix categorizing needs into “Must Have”, “Should Have”, and “Nice to Have” priorities.
• Workflow Mapping: Mapping existing workflows with visual representations of key steps and stakeholders.
• Techno-Functional & Financial Evaluation: Conducting a technical, functional, and financial assessment of options using weighted scoring based on priority levels.
• Vendor Shortlisting: Establishing a shortlist of solutions best aligned with business needs and integrated with existing tools (Xplan, M365, etc.).
• Scoping Workshops: Facilitating workshops with all stakeholders to gather business requirements, growth challenges, current pain points, and functional needs.
• CRM Benchmarking: Benchmarking market CRM solutions with extended capabilities (ERP CRM), notably evaluating Odoo, Microsoft solutions, and open-source options.
• Functional Coverage Specification: Drafting a functional coverage matrix categorizing needs into “Must Have”, “Should Have”, and “Nice to Have” priorities.
• Workflow Mapping: Mapping existing workflows with visual representations of key steps and stakeholders.
• Techno-Functional & Financial Evaluation: Conducting a technical, functional, and financial assessment of options using weighted scoring based on priority levels.
• Vendor Shortlisting: Establishing a shortlist of solutions best aligned with business needs and integrated with existing tools (Xplan, M365, etc.).
Results
Through Numendo’s support, Patrimonia gained a clear, structured overview of its requirements alongside the most suitable market solutions for its ecosystem and growth ambitions. The selection process significantly mitigated implementation risks, redirecting the foundation toward a robust, scalable CRM tailored to its customer relationship management challenges.
