CRM FOR FINANCES & INSURANCES

CRM must be able to be lived.

To remain competitive, a central ism and efficient processes are needed. GEDYS IntraWare CRM supports your customer management with well-structured digital customer files, promotes collaboration and is also available on the go.

Contact:

All details and processes about customers, partners, suppliers, competitors, members, etc. and also about employees (= xRM). 100 EU GDPR compliant.

Time and task management:

Structured processes across the enterprise with schedules, reminders, tasks, serial tasks, escalation, and news feeds. For the perfect teamwork. This is demonstrated by our 30 years of CRM practice.

Evolutionarily expand.

Typically, usage begins with CRM in sales. For teamwork and further process optimizations, it is crucial that you integrate other areas with CRM in marketing, CRM for service & IT, etc. This gives you advanced features.

Target-oriented expansion

• Creating quotes
• Marketing actions
• Customer service
• Statistics and analyses

Special solutions for your industry:

Our references show a section of our developments for the automotive industry. We are happy to introduce you to others and develop your adaptations if necessary. Service: CRM consulting & contact persons.

SAP and other ERP systems

Provide users with important information in the CRM system that they would not otherwise be able to see. For example, the JDBC or SAP interface gives your sales department access to packing slips, invoices, and open items in the customer file. Or an email integration.

Web service facilitates important organizational work

Integrate the service of the bahn.de, Google Maps, HRS etc. with a simple link.

CTI (Computer Telephony Integration)

You have to make a lot of phone calls every day. Thanks to CTI, you can save time by clicking on the phone number. For incoming calls, the CRM system displays the caller and his electronic file.