The complete solution for your sales:
CREALIS® CRM AND CREALIS® CONFIGURATOR

 

CREALIS® CRM

CREALIS® CRM is the professional tool for your customer and information management. You will be supported by comprehensive address management, it features automatic notification and action services, you can access complete customer data, control tasks and deadlines, it supports your project and process management and simplifies your document management. Thanks to the integrated user and rights management, corresponding functional areas can be assigned. Thanks to the usability on all mobile devices, you can also access the comprehensive functions of the CREALIS® CRM on the go.

Brilliant interplay

CREALIS® is the tried-and-tested configuration solution for mastering a high variety of options and optimal support for the sales process. CREALIS® CRM is the perfect complement. It is seamlessly connected to the CREALIS® Configurator and is the tool for customer communication and customer retention. Together, both solutions make the sales process even more efficient. They use one technology, no interfaces and benefit from coordinated usability. Thanks to the usability on all mobile devices, you are always connected with your sales team and the entire process chain.

Customer benefits
  • Acceleration of the workflow in the company
  • Transparency of the process chain from sales to production
  • Improved customer service
  • Available online on the Internet and on all mobile devices
  • Support for international sales
  • Support for international sales
  • Enormous time and cost savings in sales and production
  • Reduction of the error rate in orders, shortens order processing time

CREALIS® CRM AT A GLANCE

 

CREALIS® CRM offers various options to access customer information.

Dashboard

Da­sh­board

The number and scope of offers and orders as well as the last activities are presented graphically and clearly. Management reports can also be called up by role assignment.

Personen

People

CRM allows you to record details for contacts or private customers. Contact details, company affiliation etc. are available in a single overview.

 
Firma

Company

Company data are recorded in a concise manner. Contact details as well as associated persons and addresses are available in a single overview.

Aktivitäten

Activities

Various types of activities can be assigned to persons (for example, trade fair or telephone contact, quotation, meeting date). If it is an activity in which an offer or another document has been sent, this can be directly integrated here.

 
Opportunity

Opportunity

Complex sales processes can be optimally summarised in Opportunities: with which persons negotiations held, which activities took place, which offers were made. Additional information such as status or expectation helps to cluster and prioritise opportunities.

Angebote/Verträge

Offers/Agreements

Offers are managed in the CRM. All the information relevant to an offer is clearly presented. Offer documents are created on the basis of the configured product variant, the discounts given and additional costs.

Dokumente

Documents

Documents of various kinds, e.g. offers and product information are managed centrally and can be linked to the various objects.