Customer relation management requires defined processes, consolidated data and corporate communication with customers and interested parties in a central information system. Especially when existing systems are to be integrated, structured data such as potentials, samples or projects have to be managed and customer-specific planning is required, zubIT-CRM offers an ideal platform.
zubIT-zubIT-CRM Solution Platform
PROCESS-ORIENTATED: Manage sales opportunities, samples and projects and measure your sales success.
INFORMED ANY TIME: Unlike E-MAIL, where the message always contains only the status at the time of sending and each change requires a new E-MAIL, employees always see the current status due to the internal message system.
COMPLETE: External Communication (E-MAIL) is immediately available in CRM, even if it is done on the go with a mobile phone or iPad. TEAM-MINDED Own work planning and deadline control that is transparently visible in the team.
TEAMFÄHIG: Eigene Arbeitsplanung und Terminkontrolle, die transparent im Team sichtbar ist.
ANALYZE: Easily and quickly evaluate business, planning and budget and make a target-performance comparison with direct access to soft information (visit reports & telephone calls).
VISIT MANAGEMENT: Visit planning with integrated route planning & address visualization. All necessary information is available during the customer visit and the employee records changes and sales opportunities while on the move. In CRM, a comprehensive visit report is automatically generated from the processes discussed with the customer.
Advantages at a glance
- Complete solution with offers, sample tracking, projects, planning, budget and potentials
- 360° customer view at the push of a button
- Excellent Outlook and Microsoft Exchange integration
- Integration of Microsoft Office, Sharepoint and Office 365
- Apple iPad solution for presentations, technical data and visit reports
- Company reporting / KPI for CRM and ERP data incl. connection to Microsoft Power BI
- Mobile working and fast transparent communication
- Integrated route planning and address visualization
- User & role-dependent use of Windows client, web interface or mobile devices