A true 360° view of the customer in the office and in the field? No problem! – with the right CRM.

No one knows customers better than sales! … Except, perhaps, our special CRM solution: itmX sales and the associated mobile sales app obtain information about activity history, contact persons, sales opportunities, credit limits, payment history and more directly and partly in Real-time from SAP ERP (ECC or S/4HANA) – so that you can concentrate on what is really important, both in the office and in the field: the Relationship.
So say goodbye to unnecessary administrative work and hello to optimized sales processes and increased sales opportunities!

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This is what’s in itmX sales:

Customer and contact management

WithitmX sales , you always score points with customer knowledge. Thanks to the 360° view, you have a complete overview of all important information about your recent visits, upcoming phone calls, open service tickets of your customers or even about their current financial status and payment behavior.

Lead & Pipeline Management

Separate the wheat from the chaff with the help of itmX sales: identify particularly promising sales projects and thus increase your sales opportunities. The CRM solution then supports you in all phases of the project: from qualification to after-sales.

Sales projects & offer management

With itmX sales , you can easily turn an inquiry into an offer: transfer opportunity data, manage versions, approve and manage tasks, configure products, track mailings and much more – we just didn’t want to list too many buzzwords here.

Visit Management

Put an end to unstructured and unsystematically prepared sales appointments. itmX salesbrings order to chaos and supports you in your complete visit management. Whether in preparation, implementation or follow-up – with itmX sales you can access your appointments from anywhere and from any device.

Task Management

Thanks to the clear presentation of tasks, e-mails, phone calls, follow-up activities including links to documents such as opportunities, offers or orders, you no longer have to do things slipping through your fingers. With itmX sales, you can reach your goal at any time with just a few clicks and thus be able to provide information and make decisions at any time.

Collaboration

Today, digitally networked work is no longer an innovation, but standard. That’s why itmX salesnot only integrates the classic Microsoft apps such as Outlook, Word or OneNote, but also applications such as Teams and SharePoint, which ensure flexible and cross-departmental collaboration.

Comprehensive functionality meets intuitive operation

itm X sales is seamlessly integrated into the itmX crm suite and SAP ERP. This gives you access to all relevant customer information: a true 360° view. Anytime, anywhere.

In addition, itmX sales saves you a lot of time for unnecessary clicks: Applications such as Excel, Word, BW / BI solutions and Co. are already integrated into our CRM solution and can be used to their full extent. Don’t waste any more time!

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These and many companies already rely on us and our solutions:

Referenz Kunde Günther + Schramm CRM Handel

Brückner Maschinenbau 💚 itmX

“The tip of the scales was the complete SAP integration of itmX CRM, as this was the basic prerequisite for us to introduce a CRM system – without interfaces!”

Markus Wendlinger, BRÜCKNER MASCHINENBAU GmbH & Co. KG

Exploit the full possibilities of digitalization for your sales process

Mobile Sales App

itmX sales is perfectly suited for field sales: With the associated mobile sales app for iOS, Android and Win10, you always have your CRM with you, can access all data at the customer’s site and enter new information into the system in real time. Typing reports is a thing of the past!

Digital product presentation

Thanks to the digital product catalogue from itmX sales, you can get down to business during the sales appointment: the mobile and offline-capable presentation of the products contains all the necessary information, images and videos about the product that your customer is interested in – so that you can place the order right away .

Webshop & customer portal

Self is the man or the woman: With itm X commerce or itm X customer portals, you give your customers direct access to relevant information such as recent orders, current invoices or the processing status of open service messages. Your customers and your office staff will love you for it.

But that’s not all – itmX sales can do a lot more

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

Would you like to experience 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.

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The itmX Travel Guide – your guide for successful CRM

Get an exclusive digital edition of our itmX Travel Guide. On 120 pages you will learn everything about current CRM topics and trends as well as international CRM projects – at the same time you will benefit from great travel tips for Santa Barbara, Hamburg, Singapore and more…

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How now? Still not convinced? – There is more here

Increase digital sales and increase sales efficiency with guided selling and user self-service

In the presentation, you will learn how to create convincing offers including smart user guidance and thus raise the efficiency of your sales to a completely new level.

To the webinar recording

Checklist: Visit preparation

As you know, visit preparation is crucial for a successful sales appointment. Our checklist will help you think of everything: for a perfect appointment with your client.

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Webinar: Sales Opportunities and Visits in a Changing World

Develop your pipeline and win deals through new forms of sales methodology and become a process champion.