As a trader, you know very well that efficient and fast order processing and the seamless mapping of your retail processes are crucial for success.

This includes holistic customer management that takes into account all your processes and relationships between you and your customers and trading partners, so that all relevant information and evaluations such as condition agreements, product listings, sales analyses and customer-related key figures are available exactly when they are needed.

With the itmX crm suite for marketing, sales and service, you can meet all your customer and partner management requirements and map your processes -B2B2C or B2R – fully integrated into your SAP ERP. Thus, you have access to all required data at any time and always have a 360° view of trading partners and customer data.

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The best CRM based on SAP for trade

Kundenmanagement im Handel

Holistic customer management

Keep an eye on all customer activities at all times and respond quickly and in real time to individual customer and market requirements. Optimize and simplify your sales structures and ensure an end-to-end process from initial contact to invoicing.

Thanks to the seamless integration of your processes and customer relationships in your SAP ERP system, you have full access to all the data you need at all times – both online and offline and without any interface.

  • Employees have access to all relevant information such as condition agreements, contracts, product listings and promotions at all times
  • Create evaluations and access reporting and analyses such as sales analyses, period comparisons and potential analyses
  • Support your three-stage sales by targeting (end) customers and partners

Digital product presentation

Maintain a 360° view of all relevant customer data at all times, even in the field. Make your field sales force reliable in sales talks by having access to information on current orders, open offers, prices and promotions, etc. at any time. With the digital product catalog including direct order entry, you no longer have to go through catalogs during customer meetings and can react flexibly to customer requests.

  • On the go a 360 ° view of customer data such as quotes, contracts, price lists, listings,…
  • Digital product presentation and order entry directly from the app, remotely and on-site
  • Mobile visit planning, implementation and follow-up
itmX product Catalog Tablet
toolX Serviceportal

Digital sales channels – trading partner portal and webshop

Offer your customers and partners direct access to relevant data and functions online as well. In addition to the ordering function, your customers can retrieve invoices, deliveries and orders as well as submit complaints – all in real time.

Link itmX customer portals with itmX commerce and offer your customers simplified order processing.

  • Optimal multichannel sales – cover your commerce and stationary processes – simply via portal
  • Product and goods information and prices available in real time
  • Different B2R and partner functionalities
  • Efficient complaint management
  • Cross- and upselling and promotions individually tailored to the customer
itmX sales - crm; Vorschau auf Computer

Mobile CRM

The itmX sales app gives you access to all relevant information about your customers, even when you’re on the road. Record new contacts, create visit reports and trigger follow-up processes. This allows you to complete important tasks directly after your customer appointment and no longer have to postpone them to off-peak times.

  • 360° view of the customer: Customer data, offers, contracts, call-offs as well as relevant analyses also on the go.
  • Do appointment and task management on the go
  • Verification of placements in the store (Storecheck)

Different companies, similar requirements

Want to learn more about what itmX crm can do for retail? Our experts look forward to hearing from you.

itmX service - crm; Vorschau auf Computer

You have questions? We have the answers!

In retail, you are particularly dependent on fast response times and precise information. By using a CRM system, you network all processes along your value chain. In concrete terms, this means that every employee, from marketing to sales to customer service, has a holistic view of all customer and contact information and can use it efficiently. The 360° view of your customers is the basis for networked services and contributes significantly to the success of your company.

In a nutshell:

  • Continuous and transparent process from initial contact to invoicing.
  • 360° view of customers and partners
  • Efficient and informative sales through direct access to all customer information
  • Effective marketing campaigns through target group-specific selection options
Today’s customers expect the same services from B2B companies that they are accustomed to in their private lives through Amazon, Netflix and the like. To achieve this, complete digitization of all processes and areas is essential. A 360° view is the basis for networked services in the company to meet the rapidly growing customer expectations. It therefore makes a significant contribution to the success of the company.
In the trading sector, efficient processes are crucial to business success. However, the processes are often multi-layered and the data complex. In order to be able to act efficiently here, the interaction of the areas involved is crucial for success.

In order to achieve integrated processes and to link marketing, sales and customer service, your CRM should at least be able to map the following points:

  • holistic customer management
  • Target group and campaign management
  • Relationship and contact management
  • Mobile CRM for field service
  • Multichannel via. Portal (cover online and stationary processes)
  • Dashboards & Analyses
  • Seamless integration with SAP ERP
Our experience proves us right. With numerous customer projects in the trading sector, we understand your industry and your requirements. The unique selling point of our CRM suite is the direct integration into SAP ERP (ECC or S/4HANA), which hardly any other provider can offer. Our itmX crm suite links marketing, sales and customer service, so that you always have everything in view.

An excerpt of our highlights:

  • Direct integration in SAP ERP (ECC or S/4HANA)
  • Networked processes from initial contact to invoicing
  • Opportunity radar for assessing feasibility and profitability
  • Direct connection of external configuration solutions
  • Integration of collaboration tools such as Microsoft Teams
  • Mobile app for field service
  • Webshop and customer self-service portal (B2B & B2B2C)

Learn more on the digital platform for marketing,
Sales and Service

virtual Xperience - itmX marketing
What awaits you:
  • The perfect customer journey: an overview of all processes from marketing and sales to service and commerce
  • Selected expert webinars
  • Overview of all processes and their implementation with exciting application examples
  • Factsheets and lots of additional content

This is 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 prospects, customers, competitors, partners
  • Integrated collaboration tools
  • 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

Sounds interesting?

You can find out more about CRM and process optimization in our following blog articles:

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These solutions support your marketing processes

Take the next step

We look forward to hearing from you. Together, we’ll develop a strategy for providing your customers with a consistent and personalized customer experience across all channels.

Dagmar Cölln
Dagmar CöllnSenior Sales
+49 7231 96825 10