The CRM system provides a framework whose benefits are excellent on their own, but these functions can also be easily complemented with custom components.
Overall, the role is to support sales and customer service processes and to increase efficiency in these areas.
The system supports the work of sales staff throughout the entire process:
offer => order => delivery => invoicing
It is sufficient to enter the voucher data into the system once, from which the rest can be logically derived.
In addition, the system allows you to:
- Manage forecasts from production.
- Manage potential sales opportunities.
- Support tender preparation.
- Provide offer pricing, ensuring the management of a tiered discount scheme.
Multi-level discount management is manifested through volume discounts, value discounts, periodic discounts and individual prices.
The purpose of the service is to support customer relationships, including the process-oriented documentation of contacting actions (e.g. ticketing). Together with this, the contacting action can be retrieved and criteria can be added using pre-built reports.
Tickets may have a specific case type, class, person responsible, deadline and priority. If the contact belongs to more than one department, we have the possibility to split the process into tasks, so that the relevant departments can work on it in parallel.
The system is equally helpful for complaint handling, as it allows both the recording and analysis of reported problems.
The service allows the creation of a single master data file. The customer master data should include the following:
- unique identifier
- customer name
- contact persons
- addresses (both delivery and billing)
- possibility to record individual customer characteristics
