{"id":21560,"date":"2024-01-09T10:40:25","date_gmt":"2024-01-09T09:40:25","guid":{"rendered":"https:\/\/www.orisa.de\/?p=21560"},"modified":"2024-11-18T15:39:44","modified_gmt":"2024-11-18T14:39:44","slug":"the-crealis-control-center-our-dashboard","status":"publish","type":"post","link":"https:\/\/www.orisa.de\/en\/the-crealis-control-center-our-dashboard","title":{"rendered":"The CREALIS\u00ae Control Center: Our Dashboard"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\"><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1216.8px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><p>Many software solutions today offer online configuration as soon as a product becomes customizable. <a href=\"https:\/\/www.orisa.de\/en\/products\/crealis-cpq\">CREALIS\u00ae CPQ<\/a> takes this a step further by enabling the easy creation of comprehensive dependencies, helping guide customers to the right product based on their diverse requirements. Whether in classic mechanical engineering, the medical sector or even complex plant engineering scenarios, CREALIS\u00ae CPQ simplifies the sale of products with numerous variants.<\/p>\n<p>However, finding the right product is just only one step in digitalizing sales processes. Beyond matching customer data, it\u2019s essential to provide tools to compile complete shopping carts and generate relevant quotation and order documents. This is where a central tool comes into play: The CREALIS\u00ae Dashboard, serving as a control center: .<\/p>\n<p>For users, this control center is a powerful tool that provides them with an overview of the sales and administration processes. A significant advantage in the daily work with the CREALIS\u00ae Dashboard is the ability to save personal configurations as favorites and assign them to a defined user group.<\/p>\n<p>The processing of new requests and offers typically starts in the product catalog, which provides the user with detailed listing of all products and their related information serving as the starting point for the configuration. Using the dashboard\u2019s search functions, users can quickly and easily access details about their customers\u2019 shopping cart items, offer statuses and configurations. A special component<span style=\"background-color: rgba(255, 255, 255, 0); color: var(--body_typography-color); font-family: var(--body_typography-font-family); font-size: var(--body_typography-font-size); font-style: var(--body_typography-font-style,normal); font-weight: var(--body_typography-font-weight); letter-spacing: var(--body_typography-letter-spacing);\"> of the CREALIS\u00ae dashboard is the inclusion of workflows. These workflows make special requests, such as Engineer-to-Order (<\/span><a href=\"https:\/\/www.orisa.de\/en\/configuration\/manufacturing-approach\" style=\"background-color: rgba(255, 255, 255, 0); font-family: var(--body_typography-font-family); font-size: var(--body_typography-font-size); font-style: var(--body_typography-font-style,normal); font-weight: var(--body_typography-font-weight); letter-spacing: var(--body_typography-letter-spacing);\">ETO<\/a><span style=\"background-color: rgba(255, 255, 255, 0); color: var(--body_typography-color); font-family: var(--body_typography-font-family); font-size: var(--body_typography-font-size); font-style: var(--body_typography-font-style,normal); font-weight: var(--body_typography-font-weight); letter-spacing: var(--body_typography-letter-spacing);\">), accessible in our control center. In the subsequent approval process, users can control all content and actions via designated authorized personnel.<\/span><\/p>\n<p>The administrative process includes the user and customer management components as well as the workflow design. In the user and customer administration, the user can organize all users into groups and retrieve customer data (such as contacts, company affiliations) via the search function. Extending the dashboard with our <a href=\"CREALIS\u00ae CRM und CREALIS\u00ae CPQ Die ganzheitliche Komplettl\u00f6sung f\u00fcr Ihren Vertrieb CREALIS\u00ae ist die bew\u00e4hrte Konfigurationsl\u00f6sung zur Beherrschung einer hohen Variantenvielfalt und optimalen Unterst\u00fctzung des Vertriebsprozess. CREALIS\u00ae CRM ist die optimale Erg\u00e4nzung. Es ist nahtlos an den CREALIS\u00ae CPQ angebunden und ist das Werkzeug f\u00fcr Kundenansprache und Kundenbindung. Beide L\u00f6sungen im Verbund gestalten den Vertriebsprozess noch effizienter. Sie haben eine Technologie, keine Schnittstellen und profitieren von einer aufeinander abgestimmten Usability. Dank der Nutzbarkeit auf allen mobilen Endger\u00e4ten sind Sie immer und \u00fcberall mit Ihrem Vertriebsteam und der ganzen Prozesskette verbunden.  CREALIS\u00ae CRM CREALIS\u00ae CRM ist das professionelle Tool f\u00fcr Ihr Kunden- und Informationsmanagement. Sie werden durch ein umfassendes Adressmanagement unterst\u00fctzt, es verf\u00fcgt \u00fcber automatische Benachrichtigungs- und Aktionsdienste, Sie k\u00f6nnen auf komplette Kundenakten zugreifen, Aufgaben und Termine steuern, es unterst\u00fctzt ihr Projekt- und Prozessmanagement und vereinfacht Ihr Dokumentenmanagement. Durch die integrierte Nutzer- und Rechteverwaltung k\u00f6nnen entsprechende Funktionsbereiche zugewiesen werden. Dank der Nutzbarkeit auf allen mobilen Endger\u00e4ten k\u00f6nnen Sie ganz flexibel auch unterwegs auf die umfassenden Funktionen des CREALIS\u00ae CRM zugreifen.  CREALIS CRM RWD Der Kundennutzen auf einen Blick Beschleunigung des Workflows im Unternehmen  Transparenz der Prozesskette vom Vertrieb bis zur Produktion  Verbesserung des Kundenservice  Online im Internet und auf allen mobilen Endger\u00e4ten verf\u00fcgbar  Unterst\u00fctzung des internationalen Vertriebs  Enorme Zeit- und Kosteneinsparungen im Vertrieb und in der Produktion  Senkung der Fehlerrate der Bestellungen, Verk\u00fcrzung der Auftragsdurchlaufzeit  CREALIS\u00ae CRM im \u00dcberblick Das CREALIS\u00ae CRM bietet verschiedene Varianten um auf Kundeninformationen zuzugreifen. Dashboard An\u00adzahl und Um\u00adfang der An\u00adge\u00adbo\u00adte und Be\u00adstel\u00adlun\u00adgen sowie die letz\u00adten Ak\u00adti\u00advi\u00adt\u00e4\u00adten wer\u00adden gra\u00adfisch und \u00fcber\u00adsicht\u00adlich dar\u00adge\u00adstellt. Ma\u00adnage\u00admen\u00adt\u00adre\u00adports sind durch die ent\u00adspre\u00adchen\u00adde Rol\u00adlen\u00adver\u00adga\u00adbe eben\u00adfalls auf\u00adruf\u00adbar.  Aktivit\u00e4ten Zu Personen k\u00f6nnen Aktivit\u00e4ten verschiedenster Art hinterlegt werden (z.B. Messe- oder Telefonkontakt, Angebotsabgabe, Besuchstermin). Handelt es sich um eine Aktivit\u00e4t, in der ein Angebot oder auch ein anderes Dokument verschickt wurde, kann dies hier direkt eingebunden werden.  Personen Das CRM bietet die M\u00f6glichkeit, Ansprechpartner oder Privatkunden zu erfassen. Kontaktdaten, Firmenzugeh\u00f6rigkeit usw. sind auf den ersten Blick verf\u00fcgbar.  Firma Firmendaten werden \u00fcbersichtlich erfasst. Kontaktdaten sowie zugeordnete Personen und Adressen sind auf den ersten Blick verf\u00fcgbar.  Opportunity Komplexe Verkaufsvorg\u00e4nge lassen sich in Opportunities optimal zusammenfassen: Mit welchen Personen wird verhandelt, welche Aktivit\u00e4ten fanden statt, welche Angebote wurden abgegeben. Zusatzinformationen wie Status oder Erwartung helfen, Opportunities zu clustern und zu priorisieren.  Angebote \/ Vertr\u00e4ge Im CRM werden Angebote verwaltet. S\u00e4mtliche angebotsrelevanten Informationen werden \u00fcbersichtlich dargestellt. Angebotsdokumente werden anhand der konfigurierten Produktvariante, der vergebenen Rabatte und Zusatzkosten erstellt.  Dokumente Dokumente verschiedenster Art, wie z.B. Angebote und Produktinformationen werden zentral verwaltet und k\u00f6nnen mit den verschiedenen Objekten verkn\u00fcpft werden.\">CREALIS\u00ae CRM<\/a> unlocks further functionalities, such as appointment scheduling, documentation of the complete customer contact history, and statistical evaluations.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\"><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1216.8px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_3 1_3 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:33.333333333333%;--awb-margin-top-large:0px;--awb-spacing-right-large:5.76%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:5.76%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-image-element\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><img decoding=\"async\" width=\"1024\" height=\"589\" alt=\"Preisfindung\" title=\"preisfindung\" src=\"https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/preisfindung-2.png\" data-orig-src=\"https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/preisfindung-2-1024x589.png\" class=\"lazyload img-responsive wp-image-17336\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271434%27%20height%3D%27825%27%20viewBox%3D%270%200%201434%20825%27%3E%3Crect%20width%3D%271434%27%20height%3D%27825%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/preisfindung-2-200x115.png 200w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/preisfindung-2-400x230.png 400w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/preisfindung-2-600x345.png 600w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/preisfindung-2-800x460.png 800w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/preisfindung-2-1200x690.png 1200w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/preisfindung-2.png 1434w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, (max-width: 640px) 100vw, 400px\"><\/span><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_3 1_3 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:33.333333333333%;--awb-margin-top-large:0px;--awb-spacing-right-large:5.76%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:5.76%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-image-element\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><img decoding=\"async\" width=\"1024\" height=\"698\" alt=\"Kundenauswahl\" title=\"kundenauswahl\" src=\"https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/kundenauswahl.jpg\" data-orig-src=\"https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/kundenauswahl-1024x698.jpg\" class=\"lazyload img-responsive wp-image-17357\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271563%27%20height%3D%271065%27%20viewBox%3D%270%200%201563%201065%27%3E%3Crect%20width%3D%271563%27%20height%3D%271065%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/kundenauswahl-200x136.jpg 200w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/kundenauswahl-400x273.jpg 400w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/kundenauswahl-600x409.jpg 600w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/kundenauswahl-800x545.jpg 800w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/kundenauswahl-1200x818.jpg 1200w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/kundenauswahl.jpg 1563w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, (max-width: 640px) 100vw, 400px\"><\/span><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_3 1_3 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:33.333333333333%;--awb-margin-top-large:0px;--awb-spacing-right-large:5.76%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:5.76%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-image-element\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><img decoding=\"async\" width=\"1024\" height=\"614\" alt=\"Haas\" title=\"haas_final\" src=\"https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/haas_final.png\" data-orig-src=\"https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/haas_final-1024x614.png\" class=\"lazyload img-responsive wp-image-17332\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271592%27%20height%3D%27954%27%20viewBox%3D%270%200%201592%20954%27%3E%3Crect%20width%3D%271592%27%20height%3D%27954%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/haas_final-200x120.png 200w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/haas_final-400x240.png 400w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/haas_final-600x360.png 600w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/haas_final-800x479.png 800w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/haas_final-1200x719.png 1200w, https:\/\/www.orisa.de\/wp-content\/uploads\/2020\/03\/haas_final.png 1592w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, (max-width: 640px) 100vw, 400px\"><\/span><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>There are many software solutions online that talk about configuration as soon as a product can be customized.<\/p>\n","protected":false},"author":1,"featured_media":17360,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"footnotes":""},"categories":[168,210],"tags":[],"class_list":["post-21560","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-en","category-wissen-en"],"_links":{"self":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/posts\/21560","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/comments?post=21560"}],"version-history":[{"count":0,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/posts\/21560\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/media\/17360"}],"wp:attachment":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/media?parent=21560"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/categories?post=21560"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/tags?post=21560"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}