Reference planetroll® GmbH & Co. KG
At planetroll®, forward-looking ideas and products have been generating momentum and setting new standards in markets since 1976. Today, the company is successfully active in the areas of stirring technology, plant engineering and drive technology.
The success story at a glance
Requirements and goals
- Optimizing sales
- Show visit reports
- Access data from ERP in CRM
- Represent and structure communication
- Information available in one system
- Mobile CRM
- Integration with Sage ERP b7
- Replacement of Outlook organization
Benefits and advantages
- Optimizing the sales process by use of filing systems in the CRM
- All information about a customer at a glance thanks to the comprehensive dossier
- Automatic synchronization of address changes in ERP and CRM thanks to ERP connection
- Efficient and cross-departmental teamwork with automated workflows and well-structured, centralized data
- Effective marketing through classification of company and contacts
- Access to all data on the go thanks to mobile CRM
- Easy recording of visit reports
Industry
Industry/ManufacturingCustomer since
2010Website
http://www.planetroll.de/Supporting partner
Newa Systemhaus GmbH, ErtingenCAS genesisWorld
The powerful CRM solution
CAS genesisWorld is the complete customer relationship management solution. It's so flexible that it can be tailored precisely to your needs and so powerful that you can get started straightaway – CAS genesisWorld can be seamlessly extended as your business expands. A range of smart modules and interfaces means that there is a solution for every requirement. CRM means that you can concentrate on your core businesses, while CAS genesisWorld deals with your processes.
Start today with your CRM success story
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