Reference portal

The company is pursuing a clear digitization strategy and was looking for a CRM solution in order to proactively managing its international customer base. The goal was a comprehensive process optimization in the areas of documentation, visit and offer management, as well as opportunity management.

It was time to break up with old sales structures.

Due to the lack of a standardised solution and the resulting complicated internal processes, however, sales cycles were unnecessarily delayed. For instance, customer data was stored and managed individually by the respective sales representatives, which made internal coordination more difficult and also resulted in additional work for sales management. Communication between sales force and office staff was also more time-consuming than necessary due to the lack of sufficient interfaces.
 

• 360-degree customer view
• ERP integration improves communication between office & field staff
• Service ticket triggers ERP follow-up activity
• In-house developed service portal with QR code generation for repair requests
• The focus is on the customer and his interests
• Implementation of process optimizations in internal cooperation

• The focus is on the customer and his interests
• Implementation of process optimizations in internal cooperation
• better visit planning
• faster and more accurate quotation preparation
• individually tailored pre-sales customer support
• 360° customer view
• Illustration of customer life cycle
• Service cycle illustration

WITH THE DIGITALIZATION OF OUR SALES AND SERVICE PROCESSES, WE ARE SHAPING CUSTOMER RELATIONSHIPS AT THE HIGHEST LEVEL AND PROVING OURSELVES TO BE AN INNOVATIVE BUSINESS PARTNER.