Turn your leads into enthusiastic customers

Turning leads into satisfied customers, recognizing the cross-selling and upselling potential of existing customers at an early stage, providing the most accurate forecasts possible to the management – you as a salesperson keep the company running.

We support you in maintaining a comprehensive overview and fully exploiting your sales potential. As a result, you will improve your customer satisfaction, achieve your orders faster and thus increase the success rate.

Arrange a demo now

How to make your sales activities a success

Efficient pipeline management

Increase the efficiency of your sales activities through the targeted processing of sales projects and sales opportunities across different stages and capture all sales-relevant information in one central location. You can also use won-lost analysis to stay successful in the long term.

Targeted customer and contact management

Keep an eye on your prospects, customers and contacts and benefit from the comprehensive 360° view. Create transparency across departments and directly access all important information, such as recent visits or phone calls, open service tickets or even the current financial status and payment behavior.

Integrated offer management

Avoid double and triple work when creating quotes, but use all existing information from your CRM system and create quotes with just a few clicks. Thanks to the complete integration into your SAP system, the quotation is already available for all further processing steps and can therefore be processed directly by the adjacent departments.

Read more about this in this blog post

Mobile Sales management

Access your relevant CRM information from anywhere – whether it’s a phone or tablet – and increase your productivity. The UX optimized for field service offers you optimal support during the planning, preparation, execution and follow-up of your visit appointments. In addition, actively involve your customers in the processes and thus convince with an unforgettable customer experience.

How to stay on top of things – from lead to project completion

  • Clear customer and contact management

  • Efficient lead management
  • professional visit management
  • Integrated collaboration tools
  • intuitive order management incl. variant configuration, pricing, order lists,…
  • Central contract management

  • Integrated document management incl. Versioning

  • MS Office 365 Integration

  • digital product presentation and mobile order entry
  • Meaningful reporting on all sales activities

Learn in minutes how sales professionals delight their customers with a seamless customer journey.

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Visit Preparation Checklist

Visit preparation is crucial for a successful sales appointment. Our checklist provides you with the basis for perfect visit preparation.

To the checklist

You would like to experience the itmX solutions live?

Experience our solution live at your workplace. We would be happy to work with you to conduct an online presentation tailored to your individual needs.

You can find out more about CRM and sales in our following blog articles:

  • Künstliche Intelligenz

AI for an optimized CRM

Using AI to optimize customer relationship management How to guarantee even more efficient customer management by Robin Hartmann According to a bitkom study , [...]

These solutions support your sales processes

itmX sales

With itmX sales , you have a CRM system that is fully integrated into your SAP system. This gives your sales and marketing a 360-degree view of your customers – without any system disruptions and also on the go.

Learn more about itmX sales

itmX product catalog

With the itmX product catalog, you can take your sales pitch to the next level. The digital product catalog contains all the functions you know from online shops and also makes them available offline.

Learn more about itmX product catalog

Interested?

Do you have any questions or would you like a consultation?

Feel free to contact us. We look forward to hearing from you.

Dagmar Cölln
Dagmar CöllnSenior Sales
sales@itmx.de
+49 7231 96825 10
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