Frequently Asked Questions

Plan Digital Now is an independent CRM consulting firm specializing in midmarket companies (20-500 employees). We help with CRM selection, implementation, and ongoing optimization – vendor-independent and without hidden sales interests. Our focus: The right system for your requirements, not the one with the highest commission.

While we’re a HubSpot Partner, we always recommend the system that best fits your requirements. If Pipedrive, Salesforce, or another CRM is better suited, we’ll say so. Our business model is based on consulting and implementation, not software commissions.

Our headquarters is in Alforja, Tarragona, Spain. However, work is primarily remote – we serve clients across Europe, North America, and other English-, German-, and Spanish-speaking markets.

We work with companies in the DACH region (Germany, Austria, Switzerland), UK, Ireland, USA, Canada, Scandinavia, Spain, and Latin America. Thanks to remote work, timezones aren’t a barrier – we adapt to your working hours.

English, German, and Spanish – in consulting as well as documentation and training. All project materials are delivered in your preferred language.

Lutz Eckelmann is the founder and owner of Plan Digital Now. He brings over 15 years of experience from the IT security industry, including many years at Europe’s largest IT security company. This experience especially benefits projects with compliance requirements and in the cybersecurity sector.

The Potential Analysis is a focused 35-minute conversation where we analyze your current situation: Which processes work well, where are the bottlenecks, what are your goals? Afterward, you receive a written report with concrete recommendations and next steps. If we work together, the $499 is 100% credited toward your project.

After the Potential Analysis, if needed, we do a deep-dive analysis: We conduct stakeholder interviews, document requirements, and analyze existing processes. Then we compare relevant CRM systems based on your criteria and deliver a well-founded recommendation with roadmap, timeline, and budget estimate.

That depends on complexity. An MVP (Minimum Viable Product) with basic functionality can go live in 4-6 weeks. Complete implementations with data migration, integrations, and training typically take 8-14 weeks. We work iteratively so you see early results.

Yes, most projects are handled completely remotely – via video conferencing, screen sharing, and remote access. This often works even better than on-site because meetings are more focused and there’s no travel time.

Yes, when it makes sense – such as for kickoff workshops, training larger teams, or complex stakeholder alignment. Travel and accommodation costs are billed separately based on actual expenses.

Sales Operations is ongoing operational support for your sales team: We handle CRM maintenance, create reports, optimize processes, and train your team. Essentially an outsourced CRM admin and sales analyst in one – without having to hire someone.

We implement all common CRM systems, including HubSpot, Pipedrive, Salesforce, Zoho CRM, Microsoft Dynamics, and industry-specific solutions. The selection depends on your requirements – we recommend the system that fits best.

Yes, data migration is often a critical part of implementation. We extract data from your existing systems (Excel, Outlook, old CRM), clean and deduplicate it, and import it cleanly into the new system. The result: A reliable data foundation from day one.

Individual consulting hours cost $150 excluding tax. Most clients start with the Potential Analysis for $499, which is credited toward engagement. Consulting projects (requirements analysis, system comparison, roadmap) are individually quoted.

The Potential Analysis costs $499 one-time excluding tax. You receive a 35-minute conversation plus a written report with concrete recommendations. If we work together afterward, the full amount is credited toward your project – so you effectively pay nothing extra.

Yes, we offer three support packages: Starter (up to 10 hours/month) for $1,000, Professional (11-20 hours) for $1,800, and Enterprise (21-40 hours) for $3,200. Minimum term is 3 months, then monthly cancellable with 30 days notice.

Yes, 100%. If you start a project with us after the Potential Analysis, the full $499 is credited toward the first invoice. You’re taking no risk.

Easiest via our contact form on the website or by email to info@plandigitalnow.com. For a direct conversation, you can also book an appointment through our online booking system. We typically respond within one business day.

Typically within 24 hours on business days. For urgent matters (for existing clients with support packages) often the same day. We automatically confirm receipt of your inquiry.

Through our online booking system on the website. You’ll see available time slots and can select a suitable appointment directly. You’ll receive a confirmation email with the video conference link.

For an initial assessment: Your company size, industry, current CRM situation (none, unhappy, growing), and rough goals. For a detailed quote, we first conduct the Potential Analysis – then we have the necessary information for a precise calculation.

For support packages, the minimum term is 3 months. Consulting and implementation projects are billed per project, with no long-term commitment. After the minimum term, support packages are cancellable monthly.

After the 3-month minimum term expires, you can cancel with 30 days notice to the end of the month. An email to us is sufficient. We ensure a clean handover and transfer all relevant documentation.

That depends on your requirements – there’s no “best” CRM. HubSpot is excellent for companies with a strong marketing focus. Pipedrive is ideal for sales-oriented teams who value simplicity. Salesforce offers maximum customization for complex requirements. We consult vendor-independently and recommend what fits you.

In most cases, yes. Often the problem isn’t the system, but the configuration, missing processes, or lack of adoption. We analyze your situation and recommend whether optimization is enough or switching makes more sense.

Yes, CRM-ERP integration is a common use case. Depending on the systems, we use native interfaces, middleware solutions (like Zapier or Make), or develop custom integrations. The goal: No double data entry, consistent information.

We only work with established CRM vendors that meet high security standards (SOC 2, ISO 27001, etc.). During implementation, we ensure proper access rights, secure passwords, and regular backups. On request, we also support creating security concepts.

Yes, CCPA compliance is a given for us. We pay attention to US hosting options, proper data processing agreements, and privacy-compliant processes during system selection. For companies with special requirements (e.g., in healthcare/HIPAA), we also consider industry-specific regulations.