Pforzheim, June 2021- The traditional family business Meesenburg sees itself as a competence partner in the window, door and building trade. Meesenburg KG not only combines experience, product quality and innovative strength, but is also characterized above all by close contact with its customers. In order to intensify this relationship from now on and to understand the customers even better and to support them according to their needs, Meesenburg has decided to use the itmX crm suite.

itmX crm to provide transparency on cross- and upselling potential

Today, the Meesenburg product range for doors and windows is available on site, by phone and via various digital channels such as the company’s own omni-channel platform or in the traditional way via field service visits.

Customers are already served digitally via the store system and can place their orders there. Coupled with the active field sales force, which is in close contact with customers, Meesenburg already has a very profound knowledge of its customers. With the use of CRM software from itmX, this is now to be brought together across the various systems and platforms in order to offer customers and prospects an even more individualized customer experience.

In the future, every sales employee should have all relevant information about their customers at their fingertips at any place and at any time. This 360-degree view, which includes all information such as current orders, history data, complaints, etc., is intended to enable sales to provide customers with even better and more targeted support.

“We want our customers to feel that they are in good hands with us because we know their business and their needs at all times. To make this goal a reality, our sales department needs relevant information about the customer and their needs everywhere and at all times. In summary, we were looking for a tool that would save our salespeople time and make them even more successful,” says Hans Bentheimer, Managing Director of Meesenburg KG, explaining the move.

With the introduction of itmX crm, Meesenburg is pursuing clear goals. On the one hand, a significant increase in transparency is to be created across all sales phases. On the other hand, the goal is to recognize cross- and upselling potentials at an early stage and to be able to react to them. Sales staff should have a permanent overview of their customers and receive suggestions for possible upselling potential from the system. On the other hand, customer-centric information should be made available across all departments and systems. The itmX crm suite was able to score here with its deep and interface-free SAP integration.

Sales app supports field service on the road with a 360° customer view

From now on, Meesenburg’s sales force can use the 360° view to access all information on customers and prospects while on the move. In addition to the normal contact information, this includes facts and figures about the customer, such as open items, but also the customer’s cross-selling and upselling potential. The integrated sales kit also gives the salesperson access to all relevant catalogs directly in the meeting, which can help customers and prospects make a buying decision. By integrating all digital sales channels directly into the CRM, the sales department has gathered the information it needs with just a few clicks, saving a lot of time.

What will probably please Meesenburg’s sales department the most is the recording of visit reports directly on site using voice input. No more tedious typing of handwritten notes, just quickly speak the most important facts about the appointment into the smartphone directly after the appointment in the car.

itmX crm scores with complete SAP integration

In addition to the deep SAP integration, which enables a true 360° view of all customer details, the innovative mobile solution for smartphone and tablet was also decisive for the decision in favor of itmX crm. This not only enables the sales force to better prepare and carry out visits while on the road, but also makes the follow-up to the appointment much more convenient. In addition to visit reports, new sales opportunities and other data about the customer can also be recorded directly on site.

“It was not only the complete integration of the solution into SAP ERP that spoke in favor of itmX as a partner. From the very first presentation, the chemistry between the two parties was right and itmX was always able to score with competent answers to all open questions,” says Stefan Ohrts, Managing Director of Meesenburg KG, describing the cooperation.

Michael Stump, Managing Director of itmX GmbH, adds: “We are proud to be able to accompany Meesenburg KG on its further digitalization journey and are sure that with our deep SAP integration we will not only inspire the entire Meesenburg team, but also their customers with an even more personalized customer journey.”

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