In today's digital world, a powerful Customer Relationship Management (CRM) is the key to sustainable business success.
360° Customer Profile
The 360° profile of a customer provides a complete overview of all relevant information and relationships in one central view.
This includes contact data, activity history, ongoing inquiries and projects, tasks, documents, contracts, linked products, complaints and much more.
All information is stored as independent data elements and linked directly or indirectly to the customer. This creates a complete picture for contextual handling of customer topics.
Lead and Project Management
Project inquiries and leads are processed along a configurable sales pipeline. The current status is visible at any time for all participants, depending on role and permissions.
Projects are divided into work packages and project phases are assigned time windows. Each work package can also be linked to documents, tasks, meetings and activities.
The graph data model provides the basis for seamless documentation of all content-related and timeline changes.
