Software > IT projects > Swiss software company is looking for field service software with CRM functions for a customer

Swiss software company is looking for field service software with CRM functions for a customer

IT project from: IT company (Switzerland)Project no. 24/3358: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are looking for field service software with CRM functions for sales consultants in B2C for one of our customers. Our customer (also based in Switzerland) sells dietary supplements. The software should also help optimize sales conversations (e.g., visit and consultation times).

The software should meet the following requirements, among others:

  • Customer data
  • Order process
  • Notes optional
  • Multilingual - i.e., German and French, Italian optional
  • Responsive design
  • Support for mobile devices (Android)
  • Platform-independent

Approximately 150 software workstations are planned.

The software should have the following functions.

Necessary:
Address database
Calendar and appointment management
Customer data
Customer data import
Customer history
ERP interfaces
Field service management
History
KPI
Lead management
Manual route change
Mobile data collection
Multilingualism
Order data
Order status
Purchase Order Management
Remote access
Report management
responsive design
Route display
Route planning
Scheduling
Statistics
Tour optimization
Optional:
CRM customer data reconciliation
Map displays
Notes
Sales employee management
Search strategies
Seller leaderboard
To-do lists
Future:
Employee and vehicle assignment
GPS tracking
Messages
Mobile receipt printing
Sample management

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

Software / Company Functions Customizing OS
ERP twyz.enterprise 27 / 36 ✔
 
 
 
 
 
 
 
 
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