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Articles für Unternehmens-Digitalisierung

Praxisorientierte Leitfäden zur Automatisierung, relationalen Datenbankarchitektur, Excel-Migration und CRM-Einführung für Unternehmen.

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Gefiltert nach Tag: #Agency CRM (2 Artikel) Filter aufheben

2026-08-21 consulting

Consulting Lead Funnel & Project Acquisition: Swiss UWG Compliance, Binding Offers under CO & Revenue Forecasting

Operational guide for Swiss management consultants, strategy boutiques, and IT advisory agencies: B2B lead acquisition under the Swiss Unfair Competition Act (UWG) and FADP (nDSG), binding proposal periods under the Swiss Code of Obligations (CO), stage-gate pipeline architecture, pitch risk controls, and value-based pricing.

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#Consulting Lead Funnel #Project Acquisition #UWG B2B Marketing

2026-08-21 consulting

Marketing Agency CRM & Project Budgeting: Retainer Tracking, Third-Party Cost Markup & Swiss URG Copyright Transfers

Operational guide for Swiss marketing agencies, digital design studios, and communications firms: project budgeting with Work-in-Progress (WIP), recurring retainer management under CO 394, intellectual property rights transfers under the Swiss Copyright Act (URG), media spend pass-through, and Swiss VAT splitting.

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#Agency CRM #Project Budgeting #Retainer Management