Reference Ebner Stolz Mönning Bachem
As one of the largest independent medium-sized consulting companies in Germany, Ebner Stolz is one of the top ten in the industry.
The new way of working is more efficient, more transparent and more intelligent than before.
Daniel Gleichauf, Systemadministrator and CRM-Projekt Manager
The success story at a glance
Requirements and goals
- Modern client and data management
- Bundling of all information in one central system – also across branch offices
- Requirements of auditors, tax advisors and lawyers under one roof
- Access to all data at every workplace as well as mobile when travelling
- Organisation of events and administration of participants
- Smooth interplay of different systems
Benefits and advantages
- Uniform address data at central location
- Better data quality with less effort required for updating
- Cross-branch office calendar simplifies scheduling
- Complete client-file with all, already-issued and completed orders
- Standardised, cross-system working interface
- Support during correspondence; uniform appearance by using templates
- Complete overview of the status of invitations
- Greater efficiency, transparency and intelligence
Industry
Consulting/Tax/Auditing ServicesCustomer since
2007Website
www.ebnerstolz.deSupporting partner
itdesign GmbH, Tübingen
Read the full success story here
Reference Report
CAS genesisWorld
The powerful CRM solution
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