Cases NEXTSTEP
How NEXTSTEP Got Data, Projects, and Collaboration on Track
What is NEXTSTEP?
NEXTSTEP is a strategy and innovation agency that helps organizations and companies create tangible change.
As welfare entrepreneurs, they work with everything from green transition and workplace well-being to dementia initiatives. Across all their projects, their goal is the same: to shorten the distance from words to action.
With numerous projects, partners, and stakeholders, the need grew for a digital foundation to consolidate knowledge, contacts, and activities such as camps and workshops across the organization.
The Challenge: When Innovation Demands Oversight
NEXTSTEP leads complex alliances and development projects in collaboration with municipalities, companies, trade unions, and organizations. This requires high levels of coordination, documentation, and internal knowledge sharing.
They needed a CRM system that could:
- Centralize projects, clients, and partners in one place
- Manage events, camps, and workshops digitally
- Support registrations, evaluations, and surveys
- Automate reminders, workflows, and reporting
- Provide dashboards with progress and activity overviews
The Solution: One Unified CRM for Strategy and Innovation
ZRM developed a Zoho CRM setup that now serves as NEXTSTEP’s central management tool. The system consolidates all contacts, collaborations, and activities into one platform, enabling NEXTSTEP to manage large-scale initiatives efficiently and consistently.
The solution includes:
- CRM setup for clients, partners, and networks
- Event and registration module integrated with the website and email
- Survey templates for evaluations
- Automated workflows for reminders and process management
- Document and notes module ensuring full traceability
- Dashboards for management insights
- Automations for SMS and PDF generation
- Onboarding with superuser training and quality assurance
The Result: IT That Drives Real Change
With the new CRM solution, NEXTSTEP has gained a digital structure that strengthens their ability to drive transformation. The system unifies data, processes, and contacts, making it easier to plan and execute camps while documenting results across projects.
The benefits:
- Greater visibility with all data and collaborations in one place
- Less administration thanks to automated processes
- Improved documentation through standardized workflows
- Stronger alignment between strategy, innovation, and alliances
ZRM helped us implement a digital system that truly supports our way of working.
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