Software > IT projects > Industrial company (automotive supplier) seeks CRM with DMS or alternatively ECM for approx. 1,500 users

Industrial company (automotive supplier) seeks CRM with DMS or alternatively ECM for approx. 1,500 users

IT project from: industrial company (automotive supplier) (Germany)Project no. 20/2135: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a global company based in southern Germany and manufacture parts for the automotive industry. We are looking for a CRM system. In addition, our company needs a document management system (DMS) integrated into the CRM. Alternatively, an enterprise content management (ECM) system would also be conceivable.

Requirements for the CRM (customer relationship management)

  • Customer management
  • Document storage (interfaces to DMS systems)
  • Workflows
  • Quotation design
  • Quotation tracking
  • Statistics and evaluations
  • Interface to shift planning tools

Requirements for document management (DMS)

  • Standalone DMS with interfaces to CRM or as a module in the above-mentioned CRM
  • Storage of documents
  • Interfaces to other systems such as SAP, employee app, shift planning tool, Microsoft products
  • Collaborative work on documents (collaboration management)
  • Further requirements may arise

Alternatively - Enterprise content management (ECM) requirements

  • Mapping of the above requirements
  • Compatible with SQL
  • GDPR-compliant
  • Additional requirements may arise

SQL Server (hardware) and SAP ERP are currently available.

Approximately 1,500 software workstations are planned.

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

Software / Company Functions Customizing OS
DOCUframe 0 / 0 ✔
 
 
 
 
 
 
 
 
PisaSales CRM 0 / 0 ✔
 
 
 
 
 
 
 
 
Sage 100 0 / 0 ✔
 
 
 
 
 
 
 
 
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