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.

 

Features

zubIT-zubIT-CRM Solution Platform

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PROCESS-ORIENTATED: Manage sales opportunities, samples and projects and measure your sales success.

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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.

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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.

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TEAMFÄHIG: Eigene Arbeitsplanung und Terminkontrolle, die transparent im Team sichtbar ist.

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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).

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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

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