{"id":360597,"date":"2017-10-17T14:12:57","date_gmt":"2017-10-17T12:12:57","guid":{"rendered":"http:\/\/127.0.0.1:8080\/?post_type=solutions&p=65766"},"modified":"2026-07-06T07:57:25","modified_gmt":"2026-07-06T05:57:25","slug":"business-partner-records","status":"publish","type":"enaio","link":"https:\/\/www.optimal-systems.de\/en\/products\/enaio\/solutions\/business-partner-records","title":{"rendered":"Business Partner Record \u2013 Digital Structuring of Complex Processes"},"content":{"rendered":"
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Solution: Digital business partner records with enaio\u00ae<\/p>\n\n\n\n

Maintain an Overview of Business Relationships<\/h1>\n\n\n\n

Structure complex processes with enaio\u00ae<\/small><\/small><\/h2>\n<\/div>\n<\/div>\n<\/div>\n\n
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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.<\/p>\n\n\n\n

enaio\u00ae lets you lastingly improve your internal and external CRM communications. Keeping information instantly available significantly increases your employees\u2019 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.<\/p>\n<\/div>\n\n\n\n

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  • Greater ability to provide information during acquisitions and support customers, suppliers, and business partners<\/li>\n\n\n\n
  • Better overview of all B2B- and B2C-relevant information<\/li>\n\n\n\n
  • Automation of recurring processes through integrated workflow management<\/li>\n\n\n\n
  • Simple e-mail, Microsoft Office, and ERP\/financial accounting integration<\/li>\n\n\n\n
  • Supports lead management, project sales, forecasting, and service<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n
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    Complete
    overview<\/h3>\n\n\n\n

    Profitieren Sie von einer ganzheitlichen Sicht auf Informationen, Dokumente und E-Mails.<\/p>\n<\/div>\n\n\n\n

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    Keep an eye<\/strong>
    on deadlines<\/strong><\/h3>\n\n\n\n

    Always know every dunning or retention period \u2013 keep an eye on all contract terms.<\/p>\n<\/div>\n\n\n\n

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    Smoothly running processes<\/h3>\n\n\n\n

    Integrated workflow management ensures the automation of recurring processes.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n

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    Digital business partner records<\/strong><\/h2>\n\n\n\n

    Store and manage important business information in a single place, plus easily search through it \u2013 it\u2019s easy!<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n

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    Manageable folder structure<\/strong><\/h2>\n\n\n\n

    Directly access all customer information and remain up-to-date on the respective current status.<\/p>\n<\/div>\n\n\n\n

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    \"Screenshot<\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n
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    Sustainable Customer Management with Business Partner Records<\/strong><\/h2>\n\n\n\n

    Optimized acquisition and support for customers and business partners<\/h3>\n\n\n\n

    enaio\u00ae 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.<\/p>\n\n\n\n

    Based on the customer information available in enaio\u00ae and detailed analyses of customer processes, customer groups can be segmented or classified, and customer profiles and needs can be identified.<\/p>\n\n\n\n

    Electronic customer and business partner records lay the groundwork for efficient customer management with enaio\u00ae. These records contain all relevant information on the customer and customer relationship, bundled in context-related, digital form.<\/p>\n<\/div>\n\n\n\n

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    • <\/span>

      Optimized acquisition and support for customers, suppliers, and business partners<\/p><\/span><\/li>\n\n\n\n

    • <\/span>

      Better overview of all B2B- and B2C-relevant information<\/p><\/span><\/li>\n\n\n\n

    • <\/span>

      Automation of recurring processes through integrated workflow management<\/p><\/span><\/li>\n\n\n\n

    • <\/span>

      High level of user acceptance thanks to proven user-friendliness<\/p><\/span><\/li>\n\n\n\n

    • <\/span>

      Simple e-mail, Microsoft Office, and ERP\/financial accounting integration<\/p><\/span><\/li>\n\n\n\n

    • <\/span>

      Supports lead management, project sales, forecasting, and service<\/p><\/span><\/li>\n\n\n\n\n\n\n\n\n\n\n\n\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

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      <\/p><\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

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      Do you have any further questions?<\/h2>\n\n\n