- Several divisions of the HF Group did not previously have their own CRM for customer management
- The entire customer journey is fragmented and cannotbe viewed “at a glance” . This repeatedly presents sales employees with challenges, especially when up-to-date, complex information needs to be retrieved on site at the customer’s premises
- Data is updated manually and is based on individually maintained sources such as Outlook contacts, Excel, Leegoo for customer order configuration or SAP – this also leads to sources of error and time shifts in data availability, among other things
Sales
Sales Cockpit Application
Perfect controlling and CRM tool
- With Simplifier, the entire customer journey – from lead generation to existing customers ordering spare parts – could be mapped in a user-friendly, clear dashboard with an individual project display for each business unit
- The basis for this was the consolidation of all important customer data from different systems (all customers are stored in SAP, there is a link with Outlook for direct appointment scheduling)
- All current customer information is available “live“ everywhere – queries about sales orders, for example, can be made directly from SAP in the application
Perfect controlling and CRM tool:
The Sales Cockpit shows the project status, customer details, notes, evaluations and task manager at a glance. In the case of HF Mixing, synergies between the two business divisions were also used for the app development. The result is a similar presentation, but with very individual requirements of the respective user groups in detail.
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