{"id":9984,"date":"2021-02-05T11:36:49","date_gmt":"2021-02-05T10:36:18","guid":{"rendered":"https:\/\/www.orisa.de\/products\/crealis-crm"},"modified":"2026-07-07T11:45:12","modified_gmt":"2026-07-07T09:45:12","slug":"crealis-crm","status":"publish","type":"page","link":"https:\/\/www.orisa.de\/en\/products\/crealis-crm","title":{"rendered":"CREALIS\u00ae CRM"},"content":{"rendered":"
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CREALIS\u00ae CRM and CREALIS\u00ae CPQ<\/h1><\/span>
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The complete solution for your sales<\/h2><\/span>
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CREALIS\u00ae CRM
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The complete solution for your sales<\/h2><\/span>
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CREALIS\u00ae is the tried-and-tested configuration solution for mastering a high variety of options and optimal support for the sales process. CREALIS\u00ae CRM is the perfect complement. It is seamlessly connected to the CREALIS\u00ae 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.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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CREALIS\u00ae CRM<\/h3><\/span>
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CREALIS\u00ae 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\u00ae CRM on the go.<\/p>\n<\/div><\/div><\/div>

\"CREALIS<\/span><\/div><\/div><\/div><\/div><\/div>
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Customer Benefits<\/h3><\/span>
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    Acceleration of the workflow in the company<\/p>\n<\/div><\/li>

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    Transparency of the process chain from sales to production<\/p>\n<\/div><\/li>

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    Improved customer service<\/p>\n<\/div><\/li>

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    Available online on the Internet and on all mobile devices<\/p>\n<\/div><\/li>

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    Support for international sales<\/p>\n<\/div><\/li>

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    Enormous time and cost savings in sales and production<\/p>\n<\/div><\/li>

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    Reduction of the error rate in orders, shortens order processing time<\/p>\n<\/div><\/li><\/ul><\/div><\/div><\/div><\/div>

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    CREALIS\u00ae CRM at a Glance<\/h2><\/span>
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    CREALIS\u00ae CRM offers various options to access customer information.<\/h3><\/span>
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    Dashboard<\/h3><\/span>
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    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.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

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    People<\/h3><\/span>
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    CRM allows you to record details for contacts or private customers. Contact details, company affiliation etc. are available in a single overview.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

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    Company<\/h3><\/span>
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    Company data are recorded in a concise manner. Contact details as well as associated persons and addresses are available in a single overview.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

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    Activities<\/h3><\/span>
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    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.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

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    Opportunity<\/h3><\/span>
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    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.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

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    Quotes\/Agreements<\/h3><\/span>
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    Quotes are managed in the CRM. All the information relevant to a quote is clearly presented. Quote documents are created on the basis of the configured product variant, the discounts given and additional costs.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

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    Documents<\/h3><\/span>
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    Documents of various kinds, e.g. offers and product information are managed centrally and can be linked to the various objects.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>

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    FAQs CREALIS\u00ae CRM<\/h3><\/span>
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