Get ready for the digital future
The modern workplace of the future is characterized by digitalization: Artificial intelligence, more complex IT and business processes, and global communication between teams and customers are increasingly changing the way employees work. To meet these demands, your employees need integrated solutions that help them work efficiently and productively, regardless of location and at any time.
Support your employees with the Modern Workplace for your department. This allows you to quickly, easily and intelligently provide them with all the information, tools and added value they need for their daily work at the right point in the business process.
In addition to technical process consulting for the optimal use of Teams and SharePoint, we also focus on the Microsoft Power Platform as a low-code platform to support our customers in their digital transformation.
Added value for you and your employees
Every day, new innovations and tools are created that can drive your business forward and help you achieve this added value. But what is really important for the daily work of your employees? How do you get the right information, at the right time and in the right place?
The right implementation of your Modern Workplace
Entrepreneurial success is increasingly linked to the digitalization of business processes. We help you to analyze and build them up in the best possible way. In this way, you create real added value for your employees! In doing so, you benefit from our many years of SAP and CRM experience coupled with the possibilities of the Microsoft Power Platform of Microsoft 365.
How to integrate the Modern Workplace into your business units
Offer your employees a complete 360° view from the very first customer contact via e-mail. Contact, visit, opportunity, offer, order, and service information are available directly in Outlook.
With the help of Power Apps, you can easily extend the classic CRM processes with the help of no-code and low-code and thus individualize your itmX crm.
Optimize your business processes with intelligent workflows and offer your users real added value. Whether it’s budget, quotation or other approval processes, everything is harmonized between CRM and MS Teams.
Automate communication between your CRM and Microsoft Teams and never miss any information. As a result, you always stay up-to-date, e.g. when opportunities are won or campaigns are successfully completed.
Offer your employees the opportunity to retrieve CRM information directly in Microsoft Teams (or via another channel) and receive urgent questions without having to log in to the CRM additionally. This saves you valuable time.
Create a central place for collaboration and integrate your CRM and Microsoft Teams. No matter which process step your employees start in, they will always find the right information – whether in CRM or Microsoft Teams.
Embed the collaborative capabilities of MS Teams into your CRM: This allows you to schedule meetings directly from the CRM MS Teams, access the teams and channels, and thus offer integrated process flows.
Use your SharePoint for centralized document management in your CRM. Easily access existing documents, check in new ones, or start editing. And all this with just one click.
Offer your employees the opportunity to retrieve CRM information directly in Microsoft Teams (or via another channel) and receive urgent questions without having to log in to the CRM additionally. This will save you valuable time.
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…
Connect the tools you love today
itmX crm suite
The integrated CRM suite for your marketing, sales, service and commerce
Microsoft Power Platform
The low-code toolset your teams need to flexibly build solutions that move your business forward
Power Automate
The workflow engine for your business
Microsoft Power Apps
The user interface that allows you to create apps for mobile devices and tablets without any coding knowledge.
Microsoft Power BI
The unified and scalable platform that allows you to connect to all your data.
SAP
The strong ERP for your business
Microsoft Outlook
The central office for e-mails and appointments for your business
Microsoft Teams
The collaboration platform for your business
Microsoft SharePoint
The central document repository for your business
Microsoft 365
The productivity cloud for your business
… of the solutions you are using.
You can find out more about CRM and Modern Workplace in our following blog articles:
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 , [...]
ROI calculation: How to evaluate the success of your CRM system
ROI Calculation: How to Evaluate the Success of Your CRM System Adopting a customer relationship management (CRM) system can be a significant step for a company [...]
Successfully Implementing CRM Systems: Key Steps and Considerations
Successfully Implementing CRM Systems: Key Steps and Considerations In our increasingly connected world, where customer expectations are constantly rising and competition never sleeps, it is crucial [...]
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Wir freuen uns auf Ihre Nachricht. Gemeinsam entwickeln wir eine Strategie, wie Sie Ihren Kunden ein einheitliches und persönliches Kundenerlebnis auf allen Kanälen verschaffen.