KlickTipp for B2B:
Setup, Automations, and Effortless Integrations
We configure KlickTipp to turn inquiries into scheduled conversations, ensuring your sales team only handles qualified leads.
SSL & GDPR-compliant
100% without obligation
Are you familiar with these challenges?
Your leads dry up, because manual follow-up takes too much time
Qualified contacts are lost, because they aren't systematically identified.
Marketing and sales work with separate data instead of a unified process
Missed Appointments and No-Shows waste valuable sales time
Existing customers are not systematically reactivated, even though they offer the greatest potential.
In B2B sales, structured processes determine success, not quick deals. However, the reality is different: valuable leads slip through the cracks, manual follow-up consumes resources, and the handover between marketing and sales is far from smooth.
Detailed KlickTipp Setup
We set up KlickTipp to fit seamlessly into your process, from the first contact to the handover to sales or CRM.
Tagging and Segmentation
We are developing a clear tagging system to automatically sort contacts based on their behavior. For example, by industry, product interest, lead source, or funnel stage.
Forms, double opt-in, and records
We set up list building, forms, and registration processes efficiently. KlickTipp details topics like Double Opt In and GDPR, which we implement accurately for you.
Automation and campaign logic
We implement nurturing sequences that qualify leads step by step. Clear rules define when a lead progresses and when a handover to sales occurs.
Integration and Data Flow
We integrate KlickTipp with your tools to ensure data flows automatically, such as with CRM systems, website forms, webinar tools, or internal lists. This is possible through Zapier, Make, n8n, or directly via API.
We implement KlickTipp in a way that automatically qualifies and tracks your leads, handing them over to sales at the right moment—all fully integrated with your existing systems.
What you will receive:
Structured Lead Qualification through intelligent tagging and segmentation by industry, interest, and source
Automated follow-up processes that provide individual attention to each contact, with no manual effort
Seamless integration with your CRM, ERP, and calendar systems for uninterrupted data flow
GDPR-compliant implementation with legally secure opt-in processes and data protection measures
Measurable results through transparent reporting features and clear KPIs
Here's how you benefit:
More qualified leads through automated nurturing processes that turn prospects into customers
Increased sales efficiency, as your team only works with pre-qualified contacts
Reducing No-Shows through automatic appointment confirmations and reminders
Better Conversion Rates through tailored communication
Predictable Fixed Costs with no hidden fees or time sheets
KlickTipp in your system landscape
KlickTipp should not just be another tool for you, but a process that automatically tracks inquiries and eases the burden on sales. That's why we integrate KlickTipp with the systems you already use, ensuring data flows smoothly and every contact receives the appropriate next step.
A contact fills out a form and automatically receives the appropriate email sequence. They are tagged based on interest and, once qualified, added as a task in the CRM.
Once an appointment is booked, KlickTipp automatically sends reminders to reduce no-shows. If no agreement is reached, follow-ups are initiated.
Once someone shows certain signals, such as visiting multiple pages or requesting a document, the lead is passed to sales with context, so the sales team doesn't start cold.
The status of ERP or CRM can be used to actively engage existing customers, for instance, after a purchase break or across specific product groups.
Registration, reminders, follow-ups, and segmentation are automated, turning participants into real conversations.
CRM systems, Microsoft 365 and Google Calendar, website forms and landing pages, Shopware or customer portals, ERP systems triggered by specific events, reporting and BI if available.
Let's get started—together.
Proven Process:
A Working System in 4 Weeks
Clear scope, clean data, secure integrations.
1
Analysis & Strategy
We will examine how inquiries are currently received by you, who needs what information and when, and where leads are currently stuck.
Together, we will define what a qualified lead means for you and which steps should be automated.
Ultimately, you will have a clear roadmap with scope, data fields, tags, segments, and a streamlined process for marketing and sales.
2
Setup and Automations
We set up KlickTipp so that your processes are mirrored and leads continue seamlessly without manual follow-up.
This includes lists, tags, segmentation, forms, double opt-in, and the appropriate email sequences. We also connect KlickTipp with your existing systems so that data reaches where your team operates, such as in the CRM, calendar, or via API interfaces.
3
Automation & Testing
We design your sequences to deliver the right content to the right contacts at the right time, based on their interests, responses, and status.
Then, we test the key scenarios, from inquiry to handover to sales, including any error cases.
You receive a system that operates transparently, is well-documented, and functions reliably in practice.
4
Training & Handover
To ensure your team uses the system confidently, we conduct a brief training session and provide clear guidelines for daily operations.
You will then understand how to set tags, transfer leads, and view the status.
Additionally, you will receive a concise handover of key processes, enabling you to continue working independently without reliance on us.
We will guide you through the process.
