CRM Software

A CRM software is a digital system that helps companies centrally manage all information and interactions with existing and potential customers. The goal is to strengthen customer loyalty, optimize processes, and improve collaboration between marketing, sales, and service.

Modern CRM software offers a variety of central functions that help companies efficiently manage and optimize their customer relationships. It provides a complete view of the customer by making all relevant information such as contacts, interactions, purchases, and support cases centrally accessible. Furthermore, it supports sales management through the administration of leads, sales opportunities, forecasts, and sales pipelines. In the marketing area, it offers automation possibilities such as target group segmentation, campaign management, and email marketing. Customer service also benefits from functions like ticket management, self-service portals, and SLA tracking. Additionally, activities such as appointments, tasks, and communication can be planned directly from the CRM and synchronized with tools like Outlook. Real-time dashboards and analysis functions provide important key figures for data-driven control and decision-making.

Criteria

• User-friendliness: Intuitive interface, easy operation
• Integration: Compatibility with Office tools and mobile devices
• Flexibility: Adaptability to business processes
• Transparency: Visualization of data and processes
• Mobility: Access from anywhere, including via smartphone or tablet
• Security & Data Protection: Clear role and rights assignment