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Sales and Customer Service
From first contact to order – everything flows. Enquiries are automatically costed, and quotes are generated within seconds. This gives your sales team more time for what really matters: customer dialogue, solutions, and closing deals.
Back Office
Fewer clicks, no duplicate entries – all information is available in the system. Processes run seamlessly, eliminating the need for follow-ups.
Field Sales
Whether in the office, on the road, or at the customer site – all relevant data is always at hand. Quotes and orders can be viewed and processed instantly.
CRM Module
Everything at a glance – from first contact to closing:
Customer data, communication, and sales opportunities are captured centrally and kept up to date. All interactions remain traceable, and quotes can be followed up systematically – for structured and effective customer management.
QOM Module
Structured costing:
Material, time, and costs are calculated automatically and intelligently optimised. Variants are easy to compare, and the most cost-effective production route is immediately visible. Costing remains consistent – no matter who creates it.
SCM Module
Inventory under control – anytime, anywhere:
Stock levels and orders are accessible in real time – in the office and on the go. Enquiries can be answered immediately, and field staff can provide reliable information on site. Automated suggestions ensure availability at the right time.
Document Management
All documents in the right place – centrally linked:
All files are stored centrally, up to date, and instantly accessible – both in the office and on the go. Quotes, orders, or invoices are available at the click of a button. Version control and audit-proof archiving ensure clarity and traceability.
Frequently Asked Questions (FAQs)
How does the system support fast quote creation?
Our ERP calculates it automatically – based on the available job data. Manual input? Hardly needed. Repeat quotes can be adjusted with just a few clicks. This saves time and ensures reliability.
What does automation bring to the back office?
Less typing, fewer errors, faster processes. The system handles routine tasks – every employee arrives at the same result! Your team gains time for what really matters: clean order processing and real customer service.
How does the system support our field sales team?
Sales staff have real-time access to current customer data, stock levels, and order status. Quotes and orders can be created and adjusted directly on site.
How are documents managed and organised?
All documents are stored in a clear and structured way – either in a mind map-style view or list view, depending on user preference. Quotes, orders, delivery notes and more are grouped thematically and directly linked to the relevant job or customer. Emails can also be manually assigned to individual jobs. Authorised users can quickly find all documents – up to date and clearly organised.
