As an IT service provider, I am looking for a CRM system with marketing automation and cross-channel connectivity for a major B2B and B2C wholesaler (with online shop) in northern Germany.
The software should meet the following requirements:
- Customer knowledge and history
- Customer segmentation and target group formation
- Customer, prospect, and data management
- Dynamic list generation
- Mapping of B2B and B2C contacts
- Clear views
- Cockpit and dashboard functions with authorization levels
- Reports, reporting, and evaluation
- Tasks, follow-ups, and appointments
- History and journals
- CTI connection
- Connection of mobile devices
- Document and template management
- Clear views
- Management of restrictions
- Marketing and campaign management
- Target group management
- Analytics and testing of campaigns
- Customer lifetime value
- Frequency capping
- Frequency of contact via different communication channels
- Multi-channel marketing, cross-channel
- Shopping cart analysis
- Workflow management
- GDPR - Processing directory
- GDPR - Properties and processes
- Should be an online tool
- Test system for further development
- Standard processes for the main assemblies - no customization through development
- Connection of different communication channels (chat, phone, telephone, etc.)
- System further development and roadmap
- Consulting and support for strategic and legal issues
- Agile system further development
- Mapping of email marketing processes
- Distinct CRM functionalities
- German-speaking provider and support
- Distinct role and rights concept
- Cross-platform front end for various devices
- Multi-client capability
- Performance of the CRM system
- Integration with other IT systems (ERP MS Navision, shop, call center)
- Integration with ESB system (Enterprise Service Bus) – info here: https://de.wikipedia.org/wiki/Enterprise_Service_Bus
Approximately 30 software workstations are planned. Work will be carried out in an MS Windows system environment.