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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:
Optional:

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

Sunrise Software Relations
audius:CRM – the cross-functional standard software
SalesSupport
Odoo Enterprise

Project statistics

Quantity
Researched solutions 26
Selected potentially relevant solutions (of which published) 20 (6)
Sent e-mails (questions, queries) and telephone calls 80
E-mails received from vendors 29
Direct responses to the IT project 1
Responses classified as relevant 11