CRM

Efficiently control and manage sales opportunities in a professional and structured manner

Control sales processes, plan forecasts with SITE

The ERP IT industry solution SITE offers a powerful CRM that provides a 360-degree view of every customer - from the current status of sales opportunities and quotations to the installed base and open tickets and items. Master data, acquisition, quotation and order processing can be called up at any time on a PC, notebook, tablet or smartphone. This means that sales staff have access to data on prospective customers and the current status of customer relationships at all times and can derive solutions for slow sales processes

360-degree view

Central access to contact processes - even from Outlook

Planning

Keeping an eye on the future with the sales pipeline and sales forecast

Efficient processes

Define processes and monitor their implementation

Opportunities

Pursuing sales opportunities

Targeted marketing

Criteria-based mailings thanks to filter options across all customer data

Contact synchronization

Synchronize selected contacts with Microsoft Exchange

Campaigns

Carry out and evaluate campaigns

Sales targets

Present target achievement

Advantages for sales with CRM integration into the ERP software

High transparency and good flow of information

Smooth workflow

Transmission of all important information

Constant transmission of information to production and project management

Reduction of friction losses, redundant data and stop signals

Integration of ERP & CRM for sales

CRM (Customer Relationship Management) is a database application for the structured and automated recording of customer data. To simplify the workflow for your entire IT company, the integration of a CRM and an ERP is ideal. As real data such as master data, quotations and order processing are stored in one system, the data quality is also significantly better. Ergo: You can work more efficiently and immediately identify weak points and optimization potential.

SITE combines the advantages of a CRM system with those of an ERP system. You can document detailed information on sales opportunities and contacts just as easily as you can keep track of all expected sales in the coming months. Delegate activities relating to interested contacts just as easily as you can segment your existing customers for targeted campaigns. With the integrated CRM in your ERP software SITE, you can accompany your customers without interfaces from initial contact to controlling and after-sales.

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CRM