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Customer Relationship Management (CRM)

Our best practice solution - Salesforce™

Taking our many years of project experience as a foundation, we have identified points of contact where existing basic functions of Salesforce™ can be usefully enhanced and optimized.

 

Thanks to detailed observation and analysis of the processes that exist in our customers' companies, we have identified and developed missing function modules.

 

For this reason, we developed our best practice solutions as modules and can offer them as stand-alone components for your projects.

Sales management

Sales documentation

The visit documentation module opens up further opportunities for documenting in detail the subjects and results of conversations and making additional notes about a personal meeting or phone call. Standardized lists of subjects and results structure the documentation, making it available for evaluations. Telephone and meeting activities can be transferred at the click of a mouse to visit documentation – key data such as dates and participants are then copied.

 

 

Mobile Client

Field staff appointments

Our mobile solution displays the appointments for field staff employees on a daily basis – with participants and information about each appointment.

 

Participants can be contacted directly by email or telephone to prepare for the meeting. In addition, the appointment address is linked to Google Maps to display the route to the meeting from the user's current location. During the appointment, the user can enter notes and take photos (e.g. of writing on a flip chart). This information is stored in CRM in connection with the appointment in order to support further structured processing.

 

General requirements

The requirements for mobile solutions in the CRM area are:

  • Easy access to relevant information,
  • Direct recording of new information,
  • Support for daily activities and
  • Permanent availability.
Field service

Spare parts management

The "spare parts management" module is integrated too ensure that there is an overview of where moving components are at all times. In warehouse entities, this module documents which components are present where and in what quantities. Service employees or locations can be assigned to these warehouses. The components in the warehouses can be assigned directly from the warehouse to a device during documentation of a service visit.

 

The components themselves have a product reference and can be given series or batch numbers.

 

Mobile Client

Field staff appointments
Our mobile solution displays the appointments for field staff employees on a daily basis - with participants and information about each appointment.

 

Participants can be contacted directly by email or telephone to prepare for the meeting. In addition, the appointment address is linked to Google Maps to display the route to the meeting from the user's current location. During the appointment, the user can enter notes and take photos (e.g. of writing on a flip chart). This information is stored in CRM in connection with the appointment in order to support further structured processing.

 

General requirements

The requirements for mobile solutions in the CRM area are:

  • Easy access to relevant information,
  • Direct recording of new information,
  • Support for daily activities and
  • Permanent availability.
Product management

Installed base / assets

All information about customer equipment is in the CRM, so you can offer your customers the best service and target marketing to specific needs. Customer equipment can be maintained easily as a hierarchy or system landscape using graphical maintenance. When making contact, you always find the right person, thanks to maintenance of subject-related contact persons.

 

An additional benefit is the option of including equipment from competitors to provide a complete image of the customer.

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