Our goal was to professionalize relationships with investors using a CRM system and simultaneously create audit-proof, centralized storage.
Dr. Carlhans Uhle, Managing Director, Investitions- und Marketinggesellschaft Sachsen-Anhalt (IMG)
Solution: Digital business partner records with enaio®
You will enjoy a better overview of your customer and supplier relationships as well as your business processes, and will be able to recognize requirements related to products and services at an early stage.
enaio® lets you lastingly improve your internal and external CRM communications. Keeping information instantly available significantly increases your employees’ ability to provide information to customers, suppliers, and partners. This makes your relationship management easier, increases satisfaction, and contributes to the targeted expansion of your after-sales services.
Profitieren Sie von einer ganzheitlichen Sicht auf Informationen, Dokumente und E-Mails.
Always know every dunning or retention period – keep an eye on all contract terms.
Integrated workflow management ensures the automation of recurring processes.
Store and manage important business information in a single place, plus easily search through it – it’s easy!
Directly access all customer information and remain up-to-date on the respective current status.
enaio® lets you create and manage all information pertaining to a customer (such as calculations, quotations, contracts, and correspondence). It also includes numerous reporting options, such as ones for pipelines, leads, project statuses, or forecasts.
Based on the customer information available in enaio® and detailed analyses of customer processes, customer groups can be segmented or classified, and customer profiles and needs can be identified.
Electronic customer and business partner records lay the groundwork for efficient customer management with enaio®. These records contain all relevant information on the customer and customer relationship, bundled in context-related, digital form.
Optimized acquisition and support for customers, suppliers, and business partners
Better overview of all B2B- and B2C-relevant information
Automation of recurring processes through integrated workflow management
High level of user acceptance thanks to proven user-friendliness
Simple e-mail, Microsoft Office, and ERP/financial accounting integration
Supports lead management, project sales, forecasting, and service
OPTIMAL SYSTEMS is a
Group company of
Kyocera Document Solutions.
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