As a mechanical and plant engineering company you know: to be successful, a complete mapping of the complex processes along your value chain is crucial for success. This includes not only optimum quotation calculation and processing, cross-project planning and control, process-reliable design and excellent customer service after delivery of the machines and equipment.
Make yourself fit for the digital future and increase the productivity of your entire value-added chain. Impress your customers with end-to-end processes from quotation to ordering and customer service.
With the itmX crm suite for marketing, sales and customer service, you can network departments, machines and products and ensure an Xperience that inspires. With the complete SAP ERP (ECC or S/4HANA), you have access to all relevant data at all times.
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Discover the best CRM based on SAP for the mechanical and plant engineering
Continuous process from initial contact to invoicing
Accelerate, simplify and optimize your quotation and sales process. By networking all persons, departments and programs involved in the quotation process, you can process individual inquiries and customer requests within the shortest possible time. By integrating configuration solutions and checking the technical feasibility, you ensure precision and speed already in the quotation process and, in addition, an extraordinary eXperience.
- Direct integration of CPQ solutions
- Opportunity radar to assess feasibility
- Cross-departmental collaboration through a Microsoft Team Integration
- Quotation generation at the push of a button – including versioning of the documents in case of subsequent changes
Holistic service management
Gain a competitive edge with your customer service. Direct integration into your SAP ERP system gives you direct access to all service-related master data at all times – online and offline. Thanks to the integration of IoT scenarios into your existing process and system landscape, you already know before your machine when the next maintenance is due or a component is wearing out.
- Direct access to all service-related master data such as equipment, installed base, spare parts, parts lists, warranty information,…
- Graphic and automated deployment planning based on qualification, location and availability of your service technicians
- Predictive Service: Integration of IoT scenarios directly into your existing process and system landscape
- Mobile app for service technicians with service report including digital signature
Digital field sales force
Create synergies between your analog and digital sales channels and make your sales force capable of providing information even when on the road. With a 360° view of customer data, they are well equipped and can call up information on contracts, open offers, etc. at any time. With the possibility of digital product presentation including direct order entry, tedious searching in catalogs, that may be outdated, is a thing of the past.
- 360° view of the customer: Customer data, offers, contracts even on the road
- Digital product presentation and order entry directly from the app
- Mobile visit planning, implementation and follow-up
Digitize sales channels: Webshop and customer service portal
Networked customer self-service portal (B2B) incl. spare parts ordering directly from the exploded drawing
- Networked customer self-service portal (B2B) incl. spare parts ordering directly from the exploded drawing
- Webshop with direct integration into your SAP system
The itmX crm suite speaks for itself – and enthusiastic customers for us
“The data was all there before, but now it is also centrally tangible and analyzable. In addition, they can be viewed from different angles and in a 360° view. That’s exactly what we wanted and what our central requirement was.”
Manuel Keilich, Head of Process Management, BRÜCKNER MASCHINENBAU GmbH & Co. KG
You have questions? We have the answers!
In brief:
- Continuous and transparent process from initial contact to invoicing
- 360° view of customers and machines
- Optimal planning of repair and maintenance processes
- Efficient and informative sales through direct access to all customer and machine information
- Effective marketing campaigns through target group-specific selection options, including at equipment level
In order to achieve integrated processes and to network Marketing, Sales and Customer Service, your CRM should be able to map at least the following points:
- 360° view of customers and their machines
- Seamless integration of CRM into the ERP system for direct access to all service-related master data such as equipment, installed base, spare parts, parts lists, warranty information
- Direct integration of configuration solutions (CPQ)
- Cross-departmental collaboration through integration of collaboration tools such as Microsoft Teams
- Central contract management and versioning of documents
- Integrated project planning software
- Graphical and automated scheduling based on qualification, location and availability of technicians
- Predictive Service: Integration of IoT scenarios directly into your existing process and system landscape
- Mobile app for service technicians with service report including digital signature
- Networked customer self-service portal (B2B) incl. spare parts ordering directly from exploded view
An extract of our highlights:
- Direct integration into SAP ERP (ECC or S/4HANA)
- Networked processes from initial contact to invoicing
- Opportunity radar to assess feasibility and profitability
- Direct connection of external configuration solutions
- Integration of collaboration tools like Microsoft Teams
- Direct access to all service-related master data such as equipment, installed base, spare parts, parts lists, warranty information
- Integration of IoT scenarios directly into your existing process and system landscape
- Mobile app for service technicians with service report including digital signature
- Webshop and customer self-service portal (B2B) incl. spare parts ordering directly from the exploded drawing
Learn more on the digital platform for Marketing, Sales and Service
How we help you to map the complete customer lifecycle of your customers
- Continuous processes from quotation to customer service – fully integrated into your SAP ERP
- Mapping of the installed base and its history
- 360° view of interested parties, customers, competitors, partners
- Integrated collaboration tools
- Intuitive order management including variant configuration, pricing, order lists,…
- Central contract management
- integrated document management incl. versioning
- MS Office 365 Integration
- Digital product presentation and mobile order entry for your field service
- Meaningful reporting on all sales activities
- Predictive Service: Integration of IoT scenarios directly into existing process and system landscapes
These solutions support your processes
Take the next step
We are looking forward to your message. Together, we will develop a strategy to provide your customers with a consistent and personal customer experience across all channels.
+49 7231 96825 10
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