Sales

Sales Cockpit Application

Problem

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

Solution

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

Impact

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.