A true 360° view of the customer in the office and in the field service? No problem! With the sales solution itmX sales: the CRM for medium-sized SAP customer.

Nobody knows customers better than the sales department! … Except perhaps our special CRM solution: itmX sales and the associated mobile sales app obtain information on activity history, contact persons, sales opportunities, credit limits, payment behavior and more directly and partly in real time from the SAP ERP – so that you can concentrate on what is really important, both in the office and in the field: the customer relationship.
So say goodbye to unnecessary administrative work and hello to optimized sales processes and increased sales opportunities!

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What is in itmX sales

Customer and contact management

With itmX sales, you always score with customer knowledge. Thanks to the 360° view, you have all important information about your last visits, upcoming phone calls, open service tickets of your customers or even about their current financial status and their payment behavior completely in view.

Lead- und Pipelinemanagement

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 a quote: take opportunity data, manage versions, manage approvals and 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 sales brings order to chaos and supports you in your complete visit management. Whether in preparation, execution or follow-up – with itmX sales you can access your appointments from anywhere and from any device.

Task Management

Thanks to the clear display of tasks, mails, phone calls, follow-up activities including links to documents such as opportunities, quotations or orders, no To Do will slip through your fingers. With itmX sales, you are always on target with just a few clicks and thus able to provide information and make decisions at any time.

Collaboration

Today, digitally networked work is no longer an innovation, but standard. itmX sales therefore integrates not only the classic Microsoft apps such as Outlook, Word or OneNote, but also applications such as Teams, Sharepoint, for example, which ensure flexible and cross-departmental collaboration.

Comprehensive functionality meets intuitive operation

itmX sales is seamlessly embedded in the itmX crm suite and the SAP ERP. This gives you access to all relevant customer information: a true 360° view. Always and everywhere.

In addition, with itmX sales you save a lot of time on unnecessary clicks: applications such as Excel, Word, BW / BI solutions and Co. are already integrated in our CRM solution and fully usable. Don’t waste any more time!

Exploit the full potential of digitization for your sales process

Mobile Sales App

itmX sales is perfect for field service: 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 site and enter new information into the system in real time. Typing reports was yesterday!

Digital product presentation

Thanks to the digital product catalog from itmX sales, you’ll get down to business at the sales meeting: the mobile and offline-capable presentation of the products includes all the necessary information, images and videos about the product that interest your customer – so that you can take the order right away.

Webshop & customer portal

It’s up to you: With itmX commerce or itmX commerce, you give your customers direct access to relevant information such as the latest orders, current invoices or even the processing status of open service notifications. Your customers and also your office staff will love you for it.

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  • itmX sales - crm; Vorschau auf Computer
  • itmX sales - crm; Vorschau auf Computer
  • itmX sales app
  • itmX sales app Aktivitäten
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But that was not everything – itmX sales can do much 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
virtual Xperience - itmX marketing

Virtual Xperience: experience the itmX crm suite

In our virtual world of experience, you will find exciting information on everything you need to optimize your customer journeys. Take a look, there’s a lot to discover here!

Still not convinced? – Here is even more

Live demo: itmX sales at your own workstation

Experience our sales solution in action – exclusively at your own workstation. We tailor our online presentation precisely to your individual CRM needs and requirements.
Arrange live demo

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 customer.
Request now

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.
To the webinar recording

Do you want less bureaucracy and more success in sales?

Then feel free to contact us – whether you still have questions, would like a consultation or a live demo. We look forward to hearing from you and finding a solution together!

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