Software > IT projects > Measuring device manufacturer seeks CRM

Measuring device manufacturer seeks CRM

IT project from: measuring device manufacturer (Germany)Project no. 24/3228: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We develop, produce, and distribute measuring instruments worldwide. We work in a B2B environment. On the one hand, we have end customers and, on the other, general contractors (distributors) who integrate our systems into their machines. We are always in contact with the end customer. We are looking for a CRM system that essentially includes all the important tools that a CRM system must provide:

  • Contacts, addresses, and master data
  • Leads
  • Data import from existing system
  • Contact history
  • Storage of emails and notes
  • Tasks
  • Follow-ups
  • Appointments, calendar
  • Editing and comment functions
  • Sales controlling
  • Reporting
  • Workflows
  • Internationally applicable (dialogue language at least English and German), i.e. integration of sales representatives in the USA, Asia, etc. with access authorizations
  • Marketing, as the company's own website is used as a platform for activities
  • Service functions, as maintenance and customer services are important for customer loyalty and business development
  • Interface to existing ERP, if necessary
  • Access via the cloud

Ten software workstations are required.

The software should have the following functions.

Necessary:
Additional database fields
Address and contact lists
Address management
Article, customer and invoice numbers
Calendar and appointment management
Campaign management
Central address management
communication
Complaint Management
Complaints
Computer Telephony Integration (CTI)
Contact management
Contact persons
Contact persons
Contact planner
CRM
CRM customer data reconciliation
CRM interfaces
Customer account overview
Customer accounts
Customer data
Customer data import
Customer display
Customer groups
Customer history
Customer ideas
Customer management
Customer portal
Customer registration option
Deduplicate functions
DMS
Electronic files
Geographical display
Kundenbackend
Lead management
Listing of customer purchases
Mail merge functions
Mailings
Master data management
Migration of addresses
Phone logs
Project Management
quotation management
Report management
Resubmissions
Sales opportunity management
Scheduling
Statistics
Synchronization functions
Optional:
Address Books
Address coding
Call limits
Client management
Customer experience management
Customer frontend
Delivery addresses
Error description
Escalation management
Escalation mechanisms
mailing addresses
Variable support

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

Software / Company Functions Customizing OS
audius:CRM – the cross-functional standard software 61 / 61 ✔
 
 
 
 
 
 
 
 
SalesSupport 42 / 61 ✔
 
 
 
 
 
 
 
 
SmartWe 47 / 61 ✔
 
 
 
 
 
 
 
 
TOPIX CRM 48 / 61 ✔
 
 
 
 
 
 
 
 
This list of results shows only a selection of the search results. We have found 22 more solutions.
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Solutions with high relevance according to corresponding feedback 20
Communication between SoftGuide and providers (emails, telephone) 109