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CUSTOMER MANAGEMENT IN THE CLOUD

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Business requirements steadily grow. You need efficient processes and central information to meet your current goals. Information on every customer is valuable, and when properly used, will empower you to further grow your valuable relationships.

▪ Are you looking for a modern CRM system? ▪ Do you want to save time and resources? ▪ Do you want a standard product

that is easy to customize?

Wait No Longer: CRM2Host is the mature 360 ° customer management solution that provides your employees with the exact information they need including all core functionalities for professional customer management in Sales, Marketing and Service. With CRM2Host you can easily optimize processes and develop collaboration throughout your organisation.

IN THE CLOUD

SPEED UP YOUR BUSINESS

WITH CRM2HOST.

COST-EFFICIENT, FLEXIBLE,

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INDIVIDUAL LIKE YOU

Due to its flexible structure, you can use

CRM2Host in all organisations and industries

regardless of size.

You can easily change the system to work as you do, eg. create your own sales processes or templates. Users can create personal CRM desktops and show the information that is most important to them.

E-MAIL INTEGRATION

Do you work with Notes, Outlook, Google or

another IMAP based e-mail system?

With the unique and powerful featured Business Mail you can quickly see all previous dialogue with the sender as a new e-mail arrives. Document your e-mails with a single click and reply directly from within your CRM system. Mail is then dealt quickly and transparently.

100 % MOBILITY

With the mobile CRM version you can access key

customer information when away from the office.

On your Laptop, iPhone, Windows Phone, Android Smart-phone or Blackberry. Use you CRM in the browser to work independently of your operating system. Stay informed anytime and anywhere.

THE BASIS FOR YOUR SUCCESS

From lead qualification to order, CRM2Host is your all-in-one-solution for your sales activities. Marketing will love targeted activities and professional communication. Service staff will benefit when processing customer inquiries quickly with central ticket management. Do you work on projects? With the central project file your team members get access to all documents, addresses and activities all related to your projects.

Do you want to integrate information from third-party systems such as SAP? We have the experience of over 3,600 customer projects to help you share data externally. As specialists in Cloud based CRM we ensure your system is running reliably. We provide everything you need including licenses, server, administration, updates and support. You can then focus on your core business.

LET CRM2HOST

INSPIRE YOU.

SUSTAINABLE INFORMATION.

SMART STRUCTURES.

SEAMLESS COOPERATION.

MOBILITY.

INTERNATIONAL USE

Thanks to the multi-language technology, you can work with international subsidiaries. In German, English or another language – and different currencies are supported too!

SAFETY

In our ISO27001 certified data center you data is treated as strictly confidential. Additional security is provided by encrypted data transmission.

Our flexible rights management easily allows for specific information to only be available to certain users.

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SALES

CLOSE YOUR DEALS … FAST

CRM2Host supports your individual sales processes all the way from lead management to the final sale. The central customer folder provides your sales team with a clear overview of the customer status, keeps track of pipeline opportunity management and reporting. And quick access to important data – even when away from the office – supports collaboration between inside sales and field staff.

Functionality meets convenience – Discover step by step the

world of award-winning customer management.

THE CRM CUSTOMER FILE

WITH A 360° VIEW

All information related to your customers and activities is collected in the central customer file. All activities related to a company, department and contact can be displayed: e-mails, phone notes, call reports, appointments, oppor-tunities, proposals, tickets and projects. Customer history gives you a real-time overview of all customer related activities, so you can be fully prepared for the next customer contact.

BUSINESS MAIL CONNECTS YOUR

MAILBOX TO YOUR CRM

Today most customer inquiries arrive by e-mail. Already when an e-mail comes in, you can see all information related to the sender: the contact, the company and the latest activities. You are perfectly informed. Document new e-mails with a single click and reply directly out of your CRM. E-mail templates help you to create a uniform communication with your customer. Another advantage: using templates saves you hours everyday.

EASILY QUALIFY NEW CONTACTS

WITH LEAD MANAGEMENT

The interface between Marketing and Sales needs to be seamless. With the effective lead management you keep prospects in a special address pool and take them conveniently over to the sales process. Using the quick links functionality, your team saves time during the qualification process. Hot leads can automatically be transferred into your customer address pool.

QUICK AND TRANSPARENT

SCHEDULING

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COLLABORATE BETWEEN INSIDE

SALES AND FIELD SERVICE

Using internal messages and workflows, you can exchange news and tasks related to a contact or any other CRM document. Your advantage: no extra communication is needed and the receiver gets a direct link to the relevant CRM information.

AUTOMATIC

VISIT PROPOSALS

The CRM system can automatically create a list of visit recommendations and thereby help schedule your next customer visit. You can also see who has not been visited.

CREATING OFFERS

WITH A FEW CLICKS

With the article catalogue and centrally stored text templates, you can quickly create comprehensive proposals. The integrated PDF printer provides automatic conversion and allows you to send PDF documents directly to the customer, saving much work!

MARKETING

OPTIMALLY ADDRESS YOUR TARGET GROUPS

Whether telephone, letter or mass mailing campaigns: with CMR2Host you can manage and conduct your marketing campaigns centrally. Using the extensive selection options, you can address your specific target group. With centrally stored corporate templates your correspondence is professional and unified.

EASY ADDRESS SELECTION

Choose your target group by using the powerful search tool. Would you like to contact all customers in the sales area of a given sales rep? With the extended search you can combine many criteria, to give you a powerful filter view to help you to select your target group individually.

AUTOMATICALLY

GENERATED MAILING LISTS

Let the CRM system create mailing lists auto-matically. For example, sorted by postcode or new contacts. Your mailing lists are maintained to help you provide your customers and prospects with up-to-date information whilst still respecting their mailing and privacy choices.

INDIVIDUAL TEMPLATES

IN YOUR COMPANY DESIGN

Create MS Word templates for your letters or e-mail templates with the CRM system and share these centrally with all users, to give you a uniform standard customer communication and more time for the essential tasks.

MASS MAILINGS

AND CAMPAIGN LETTERS

Create serial letters or mailings with the CRM system in three steps: 1. Choose the target group, 2. Choose the template, 3. Send the letter or mailing

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SERVICE

INCREASE CUSTOMER SATISFACTION

Your goal: customer satisfaction. The integrated ticket management supports the quick and seamless creation and solution of customer requests or claims. The whole communication with your customers – whether on the phone, via e-mail or letter – is stored in the CRM system and traceable for everybody who is involved. Quick and targeted service analysis helps you to respond and improve your processes. Results and solutions are documented in your CRM. Results: Satisfied customers and customer retention.

360° SERVICE VIEW

After creating a ticket, it is forwarded to the responsible agent by integrated workflow. The CRM system provides every agent with an overall view of assigned tickets and their status. In that manner, he is always able to track his work and to recognize dependencies.

PROJECT PHASES

In large projects with multiple phases, your CRM system helps you to keep an overview and organize the relevant information for each phase.

SERVICE TICKET

Your customer’s requests or claims can be accurately recorded and managed in ticket form, whether this is problem description, attachments, activities, solutions – all this is easily documented. Escalation and prioritization are built in features. According to your internal processes, the ticket form can be configured with your individual fields.

SERVICE REPORTS

With integrated reporting you can manage your service efficiently. Which topics are currently occupying your service team? Which customer has how many tickets? What is the status of your VIP customers? All your questions are answered and graphically illustrated in this powerful reporting function.

PROJECTS

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FEATURE OVERVIEW

ADDRESS- AND

PROCESS-MANAGEMENT

D Companies and contacts

D 360° customer file with e-mails and all activities D Social media infos

D Import and export of addresses e.g. for mailings D Telephony integration (e.g. for Skype, Call Control)

E-MAIL-INTEGRATION

D All IMAP e-mail clients

(Outlook, iNotes, Googlemail etc.)

D Structured activity history and contact information D Comfortable 1-click-documentation for e-mails

TEMPLATES AND FORMS

D MS Office integration – also for proposals D Calls reports, phone notes, follow-ups

LEADS

D Quick recording and qualification of leads D Transfer leads into sales opportunities D Various pipeline analyses

PRODUCT CATALOGUE

D Convenient article administration D Creation of discounts & prices lists for

multiple currencies

PROPOSALS

D Quick creation of proposals and order confirmations per drag & drop D Integrated PDF creation

PROJECT DOCUMENTATION

D Central project folder for all activities D Structured management of project phases D Individual project templates

SERVICE

D Ticket Management for service requests and claims D Various analyses with graphical reporting

COLLABORATION

D Integrated workflows and information messages D Extensive document management

D Cross-national usage

MARKETING

D Mass-mailing/letters including consideration of preferred method and privacy choices

D Customer categorization via free definable keywords D Multi-level selection options for the

address-selection

SEARCH

D Intelligent search with recommendation feature D Extended search for all fields

ANALYSES

D Search results as graphical diagram D Configurable analyses and reports

WIDGETS

D Embedding websites

D Routing, hotel reservation, timetables, weather

TASK MANAGEMENT AND

CALENDAR MANAGEMENT

D Creation of tasks, appointments and

date suggestions

D Connection and synchronization of external calendars e.g. Outlook

INDIVIDUALIZATION

BY THE USER

D User profiles and individual page layouts D Role-based authorization

D Definition of own selection lists D Creation of individual fields D Creation of individual forms

D Individual correspondence templates D Saving searches and selections D Creation of favorites

EVERYTHING INCLUDED

FOR A SUCCESSFUL START

CRM2HOST PACKAGE

CRM2Host provides you all services for your quick and successful CRM implementation: ▪ CRM licenses

▪ Hosting the CRM IT infrastructure

(server including administration and backup) ▪ Service & support

▪ Updates with new features ▪ Individual configuration according

to your requirements ▪ Individual user training

CRM2HOST CLOUD

Benefit from the advantages of your CRM2Host Cloud: ▪ Quick rollout

Thanks to the web access you do not need to install the CRM on your devices. ▪ High user acceptance

Convenient handling and

easy configuration = satisfied users. ▪ Low costs

No high initial investment and fast ROI through the monthly subscription model. ▪ Flexibilty

Access your CRM data regardless of the operating system, device and location. ▪ Data security

Hosting in our ISO 27001 certified

data center in Germany or in a Partner Cloud.

We decided to u

se

CRM2Host bec

ause

it is extremely

user-friendly, person

alized

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EN03/20140127 GEDYS IntraWare GmbH Tel. +49 661 9642-400 Fax +49 661 9642-99 www.gedys-intraware.com [email protected]

EVERYTHING YOU WANT TO

KNOW ABOUT CRM PROJECT

SERVICES

Best practices, tips and tricks and advice from 20 years of practical experience. Our experienced CRM consultants will ▪ give you expert advice from the beginning ▪ support you to perform workshops ▪ support you to implement

individual changes (customizing) ▪ support you to integrate ERP and

other third-party systems

▪ support you to successfully set up and continually operate the CRM system ▪ assist with CRM audit processes

to improve CRM efficiency ▪ arrange regular reviews and

management meetings

GET A FREE TRIAL OF CRM2HOST

1. Register for the free trial on http://www.CRM2Host.com 2. Participate in a free CRM2Host

Webinar to explore the features (sign-up on http://www.crm2host.com) 3. Discuss your requirements with us

and start using your Cloud based CRM within a few days.

Collaboration Solutions Award 2012 for the best

mobile solution world-wide.

Studio Nordstrønen AS Tel. +47 56 57 48 00 www.stnor.com [email protected]

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