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CRM software sought for an energy consulting company

IT project from: energy consulting company (Germany)Project no. 16/679: finished
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We are an owner-managed energy consulting company and are looking for suitable software for our sales team for address management, contact management, and quotation creation.

The CRM software should also meet the following requirements:

  • Support for sales in energy consulting
  • Sending quotations
  • Support for consulting and sales in the field
  • Appointment management
  • Recording appointments using a follow-up system
  • Ideally, it should also be possible to work from home occasionally

Approximately 4 software workstations are planned.

Based on the specific requirements, the following solutions can be considered:

Sunrise Software Relations
Customer Relationship Management

Project statistics

Quantity
Researched solutions 40
Selected potentially relevant solutions (of which published) 25 (1)
Sent e-mails (questions, queries) and telephone calls 81
E-mails received from vendors 17
Direct responses to the IT project 10
Responses classified as relevant 227

Contact the searcher:

The IT project has already been closed.

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