CREALIS® CRM
and CREALIS® CPQ

The complete solution for your sales

CREALIS® is the tried-and-tes­ted con­fi­gu­ra­ti­on solu­ti­on for mas­te­ring a high varie­ty of opti­ons and opti­mal sup­port for the sales pro­cess. CREALIS® CRM is the per­fect com­ple­ment. It is seam­less­ly con­nec­ted to the CREALIS® Con­fi­gu­ra­tor and is the tool for cus­to­mer com­mu­ni­ca­ti­on and cus­to­mer reten­ti­on. Tog­e­ther, both solu­ti­ons make the sales pro­cess even more effi­ci­ent. They use one tech­no­lo­gy, no inter­faces and bene­fit from coor­di­na­ted usa­bi­li­ty. Thanks to the usa­bi­li­ty on all mobi­le devices, you are always con­nec­ted with your sales team and the enti­re pro­cess chain.

CREALIS® CRM

CREALIS® CRM is the pro­fes­sio­nal tool for your cus­to­mer and infor­ma­ti­on manage­ment. You will be sup­port­ed by com­pre­hen­si­ve address manage­ment, it fea­tures auto­ma­tic noti­fi­ca­ti­on and action ser­vices, you can access com­ple­te cus­to­mer data, con­trol tasks and dead­lines, it sup­ports your pro­ject and pro­cess manage­ment and sim­pli­fies your docu­ment manage­ment. Thanks to the inte­gra­ted user and rights manage­ment, cor­re­spon­ding func­tion­al are­as can be assi­gned. Thanks to the usa­bi­li­ty on all mobi­le devices, you can also access the com­pre­hen­si­ve func­tions of the CREALIS® CRM on the go.

Customer Benefits

  • Acce­le­ra­ti­on of the work­flow in the com­pa­ny

  • Trans­pa­ren­cy of the pro­cess chain from sales to pro­duc­tion

  • Impro­ved cus­to­mer ser­vice

  • Available online on the Inter­net and on all mobi­le devices

  • Sup­port for inter­na­tio­nal sales

  • Enorm­ous time and cost savings in sales and pro­duc­tion

  • Reduc­tion of the error rate in orders, shor­tens order pro­ces­sing time

CREALIS® CRM at a Glance

CREALIS® CRM offers various options to access customer information.

Dashboard

The num­ber and scope of offers and orders as well as the last acti­vi­ties are pre­sen­ted gra­phi­cal­ly and cle­ar­ly. Manage­ment reports can also be cal­led up by role assign­ment.

People

CRM allows you to record details for cont­acts or pri­va­te cus­to­mers. Cont­act details, com­pa­ny affi­lia­ti­on etc. are available in a sin­gle over­view.

Company

Com­pa­ny data are recor­ded in a con­cise man­ner. Cont­act details as well as asso­cia­ted per­sons and addres­ses are available in a sin­gle over­view.

Activities

Various types of acti­vi­ties can be assi­gned to per­sons (for exam­p­le, trade fair or tele­pho­ne cont­act, quo­ta­ti­on, mee­ting date). If it is an acti­vi­ty in which an offer or ano­ther docu­ment has been sent, this can be direct­ly inte­gra­ted here.

Opportunity

Com­plex sales pro­ces­ses can be opti­mal­ly sum­ma­ri­sed in Oppor­tu­ni­ties: with which per­sons nego­tia­ti­ons held, which acti­vi­ties took place, which offers were made. Addi­tio­nal infor­ma­ti­on such as sta­tus or expec­ta­ti­on helps to clus­ter and prio­ri­ti­se oppor­tu­ni­ties.

Quotes/Agreements

Quo­tes are mana­ged in the CRM. All the infor­ma­ti­on rele­vant to a quo­te is cle­ar­ly pre­sen­ted. Quo­te docu­ments are crea­ted on the basis of the con­fi­gu­red pro­duct vari­ant, the dis­counts given and addi­tio­nal cos­ts.

Documents

Docu­ments of various kinds, e.g. offers and pro­duct infor­ma­ti­on are mana­ged cen­tral­ly and can be lin­ked to the various objects.