Cloud CRM system directly integrated in the ERP system
The basis for satisfied customers and perfect customer management, directly integrated into your ERP system.
The integrated CRM system helps you to structure and centrally manage information about all your contacts. This gives you a good overview of your customers and suppliers and allows you to build stable relationships with them. This is essential for new customer acquisition and long-term customer retention.
With the help of CRM software, you can improve your relationship management, as all interactions between your contacts and your company can be recorded. View the status of customer orders, previous orders and any problems that have arisen with the customer at a glance. This means that your sales staff are perfectly prepared for conversations.
CRM software from the cloud for customer management
The reybex cloud ERP software is equipped with a complete CRM system. This is your basis for good customer care and customer management. You edit your customer data and addresses online, check your leads and track your sales opportunities. You can filter your target group very finely using the various selection options. You plan all further steps on this basis.
The choice of the right communication channel with the customer is crucial for successful communication, as this is how you control the feel-good factor of your customer. In reybex you can choose between several communication channels. Whether by e-mail, telephone, fax or letter, you will always find the right channel for your customer contact.
With report management or reporting, you can evaluate your company data in reybex to keep an eye on your business development at all times. The presentation is clear and easy to understand. On this reliable basis of concrete facts and figures, you can make your decisions for the next steps.
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- Simple and individual setup of the dashboard
- Interactive, operational sales objects in the dashboard
- Dynamic link function
- Action evaluations
- Sales evaluations
- Individual reports
- Connecting e-mail traffic with Outlook
- Transferring the e-mail into the system via drag & drop
- Synchronizing the appointment calendar
- Create an opportunity directly from an activity
- Create a quote directly from an opportunity
- Overview of offers per opportunity
- E-mail and telephone integration
- Note board
- Chat-Room
- Automatic change notification
- Interview and visit logs
- Fast item creation even without an article master record
- Various addresses (document, delivery, billing address)
- Price lists, discounts
- Streckengeschäft, Chargen, Varianten
- Direct mail dispatch
- Free layout design of the document and freely configurable text modules
- Address import with duplicate check
- Fast recording with automatic activity system
- Separate address and person master record
- 1:n Relationships persons to addresses
- Fast provision of information on interactions
- Detailed interaction history
- Display of individual activity types and categories
- Opportunity management
- Calendar integration with a view of all relevant transaction data
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CRM Dashboard
A CRM dashboard is integrated in reybex. This is your cockpit from which you have an overview of all important events. You decide which widgets are displayed on your dashboard and set it up according to your preferences. For example, you can display all tasks, appointments, resubmissions and actions. You can edit all data records immediately from the widgets using the direct link function. You can adjust the size and position of the displayed widgets according to your preferences and priorities.
Control of offers
reybex has a quotation management system. You determine exactly when a customer receives a specific offer. For example, if a customer is interested in an item and you recognize a sales opportunity in it, you set a marker in the customer data. You can create a quotation directly from the opportunities and attach it to an e-mail directly from the dialog. Store individual text modules for your offers. This enables you to respond quickly to inquiries and create personalized offers in record time.
Adress Management
Address and person management in reybex is very easy to use. You have a quick entry dialog with a few mandatory fields at your disposal, which you can use to create customer master data very easily and quickly. Personal data and address data are created separately. This allows you to assign individual persons to several companies. You can also create financial master data and merchandise management information or other addresses in addition to the master address, such as branch offices, different delivery and billing addresses, etc.
Do you have any questions?
We will be happy to advise you – by phone, e-mail or in a non-binding consultation.
