CRM

Customer Relationship Management

360 degree customer view – anytime-anywhere – simple

A primary goal of digitization is to offer new, better customer services so that your customers remain successful. This is only possible if you have a 360-degree customer view and support the customer with the best solution at the right time. The basis for this is a modern Customer Relationship Management (CRM) system that can be easily integrated into your platform and your customer processes. With the redIT CRM solution we offer you a complete package consisting of tools from the Microsoft D365 platform (Sales, Marketing, Customer and Field Service) and a broad portfolio of services so that you can focus on your customers.

 

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    Customer Relationship Management

    360 Degree Customer View – Better Customer Services

    Only those who understand their customers’ needs and know their current activities can act proactively and provide the right solutions in a timely manner. The prerequisite for this is a 360-degree customer view. Many CRM projects have failed in recent years because of the complexity of the systems, but also because of the lack of acceptance by the users. With redIT’s CRM we consistently follow the 3E approach: Simplicity in the system with the Microsoft D365 applications, simplicity in the operation through integration in Office/Teams, simplicity in the extension with “Low-Code/No-Code”. (PowerApps, Power Automate, Power BI).

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    Questions you should answer

    • Do you have a central customer and contact database?
    • Can you retrieve all current customer interactions at the push of a button?
    • Do you know which support requests from your customers are currently open?
    • Do you have an overview of which products and services your customers use?
    • Are your field service processes consistent and traceable?
    • Can your customers access selected data directly (self-service)?
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    Zentrale Fragen rund um CRM

    For those who have your customers at the center

    The goal of “putting the customer at the center” is included in every corporate vision. Achieving this goal requires a 360-degree customer view, modern customer relationship management (CRM) and a corresponding corporate culture. With our 3E approach (simplicity in the system, simplicity in the operation, simplicity in the extension) we support management and employees in the implementation of the goals.

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    Für wen sich ein Digitales Archiv lohnt

    With the 3E approach to a 360-degree customer view

    Digitalisierung-Netzwerk-Cloud, Digitaler Arbeitsplatz, IT Company

    Simplicity in the system

    Our CRM is based on the Microsoft Dynamics 365 ecosystem (D365 applications, Dataverse, Power Platform) and offers all the advantages of a cloud solution, such as easy management, comprehensive security concept, regular update or cost-effective operation. The 100% integration with M365 is another important factor that offers many possibilities.

    Kundenzufrieden-erfolg, Digitale Transformation, IT Services

    Simplicity in operation

    With our CRM solution, employees have all the customer data they need for customer interaction available at a glance. Integration with Microsoft Teams / Office 365 allows users to work in their familiar environment, which increases employee adoption and satisfaction.

    integration-loesung-baukasten, IT Unternehmen, IT Services

    Simplicity in the extension

    With the “low-code/no-code” approach, extensions and customizations can be made easily. By using Power Automate for process customizations, Power Apps for UI enhancements and Power BI for analytics and reports, a comprehensive toolbox is available to cover any need.

    CRM by redIT – System Overview

     

    Digitization at redIT – Field Report Introduction CRM

    Digitalisierung CRM

    To the blog article

    Webinar Banner Hintergrund

    Einladung zum redCLUB Digital Event

    “Arbeitswelt 4.0” – das Potential und die Chancen der modernen Arbeitswelt sind gross, die Entwicklung stellt viele Unternehmen aber auch vor Herausforderungen. Wir beleuchten verschiedene Blickwinkel und informieren Sie über aktuelle Entwicklungen.

    Datum: Donnerstag, 3. September 2020
    Zeit: 15:30 bis 17:00 Uhr
    Format: Digital

    Anmeldung ab 27. Juli 2020 möglich

    CRM from redIT – 360 degree customer view

    Verfügbarkeit-24-7, Cloud Services, Digitalisierung

    Customer data at the push of a button

    You have access to all customer data at any time, at any place and via any device.

    austausch-kommunikation, Digitalisierung, IT Unternehmen

    Customer history in context

    All customer interactions are recorded chronologically in a timeline and are accessible to all employees.

    Digitale-mail, Digitalisierung, Digitaler Arbeitsplatz

    Outlook synchronization

    You decide which emails are synchronized with D365 and stay there.

    updates-neusten-stand, Digitale Transformation, Digitaler Arbeitsplatz

    Management of the entire life cycle

    From lead to sale, installation to maintenance – they can easily manage the entire lifecycle.

    Kundenzufriendenheit-erfolg, IT Company, IT Dienstleistungen

    Better customer services, higher customer satisfaction

    The 360-degree customer overview enables you to serve your customers better and proactively. This increases your profitability and also achieves higher customer satisfaction.

    Experts blogs