Introduction of a unified CRM system with ERP and WMS integration

CASE STUDY

Austrian lighting manufacturer with 450 employees in Austria, Germany, Italy and Switzerland.

Industry: Manufacturing and wholesale of lighting products

Objective: Introduction of the mobile solution for the live connection of field staff to the Iptor multiflex ERP system.

Keywords: Integrated CRM, Customer Management

Our software:

  • MX WebCRM

Advantages:

  • Uniform CRM solution for the entire field service
  • Availability of current customer data such as offers, sales, etc. in real time
  • improving customer service
  • Can be used on a variety of devices without installation effort

Maintaining customer relationships with Excel proved difficult.

Until the introduction of the mobile CRM solution from Iptor multiflex, the sales team worked with Excel lists and PDFs. Quotation lists were printed out in the form of lists, rewritten by hand and then manually entered into the system again. These administrative processes were to be digitized so that the speed of the processes could be increased on the one hand and the systematic approach in sales could be expanded on the other.

The transition to a mobile CRM solution with full integration into the ERP system

The aim was to introduce a mobile CRM solution for Molto Luce's entire field service. In future, the sales team should be provided with all relevant customer data such as offers, sales, open tickets, etc. directly on their mobile device - be it a smartphone, tablet or laptop - in real time. Rapid access to the current data should also improve customer service and thus increase satisfaction.

At that time, Molto Luce had already been using the WebCRM solution from Iptor multiflex for five years, but only used it for expense accounting and time recording.

In a joint workshop, we worked out which functions Molto Luce's sales team should have available in the future and which of these were already covered by the current software. Since the customer requirements were largely covered by the existing functions in the software, these only needed to be supplemented with a few extensions in the areas of functionality and the graphical presentation of the reporting.

In close coordination with the development team and the project manager of Iptor multiflex, the software was adapted to Molto Luce's requirements. After implementation was completed, the key users in sales were trained in how to use the new solution. The results of the extensive test operation with the key users in the various countries were then integrated into the software in a further iteration. The go-live for all sales employees finally took place directly after the key user tests were completed.

Sales after switching to an integrated CRM

With the new mobile CRM, the sales team now has access to master data, open tickets, reports, delivery notes, etc. in real time, which not only speeds up processes but also improves the quality of customer service.

More information

Book a free tour of our integrated ERP-CRM solutions

Arrange a non-binding consultation today and our team of experts will guide you through the extensive functions and possibilities of Iptor multiflex. Let us show you how our innovative solution can change your CRM processes and enjoy a free tour of our software.

Iptor Austria GmbH is committed to protecting your privacy. We use your personal information to manage your account and provide the requested information. If you chose to subscribe to the Multiflex Insights newsletter we may send you up to one email per month with information about our products, services, events or other content that might interest you. You can unsubscribe from these notifications at any time. For more details on our privacy practices and how we safeguard your data, please refer to our Privacy Policy .

Iptor Austria GmbH is committed to protecting your privacy. We use your personal information to manage your account and provide the requested information. If you chose to subscribe to the Multiflex Insights newsletter we may send you up to one email per month with information about our products, services, events or other content that might interest you. You can unsubscribe from these notifications at any time. For more details on our privacy practices and how we safeguard your data, please refer to our Privacy Policy .

About Us

Iptor multiflex is a business application developed by Iptor Austria GmbH , formerly known as POLLEX-LC Software GmbH. Since 1982, we have been a trusted provider and manufacturer of ERP software solutions tailored to small and medium-sized trading companies, with or without manufacturing operations. As the leading experts in this field, our focus on customer orientation and flexible solutions have earned us a well-respected reputation. Our commitment to putting the customer first is proven daily, with our motto "The customer is the most important person in the company" being the driving force behind our customer contact. It’s no surprise that our high level of customer satisfaction has been consistently demonstrated in ERP satisfaction studies, and we’re proud to say that our loyal customers have placed their trust in us for many years.

Free access to the case study

Iptor Austria GmbH is committed to protecting your privacy. We use your personal information to manage your account and provide the requested information. If you chose to subscribe to the Multiflex Insights newsletter we may send you up to one email per month with information about our products, services, events or other content that might interest you. You can unsubscribe from these notifications at any time. For more details on our privacy practices and how we safeguard your data, please refer to our Privacy Policy .

Iptor Austria GmbH is committed to protecting your privacy. We use your personal information to manage your account and provide the requested information. If you chose to subscribe to the Multiflex Insights newsletter we may send you up to one email per month with information about our products, services, events or other content that might interest you. You can unsubscribe from these notifications at any time. For more details on our privacy practices and how we safeguard your data, please refer to our Privacy Policy .

Schedule a free demo

Iptor multiflex ERP covers all your daily business processes. Contact us and arrange a free, non-binding consultation.

Iptor Austria GmbH is committed to protecting your privacy. We use your personal information to manage your account and provide the requested information. If you chose to subscribe to the Multiflex Insights newsletter we may send you up to one email per month with information about our products, services, events or other content that might interest you. You can unsubscribe from these notifications at any time. For more details on our privacy practices and how we safeguard your data, please refer to our Privacy Policy .

Schedule a free demo

Iptor multiflex ERP covers all your daily business processes. Contact us and arrange a free and non-binding consultation . Our team will be happy to provide you with a demo and show you how to get started!

Iptor Austria GmbH is committed to protecting your privacy. We use your personal information to manage your account and provide the requested information. If you chose to subscribe to the Multiflex Insights newsletter we may send you up to one email per month with information about our products, services, events or other content that might interest you. You can unsubscribe from these notifications at any time. For more details on our privacy practices and how we safeguard your data, please refer to our Privacy Policy .

Iptor Austria GmbH is committed to protecting your privacy. We use your personal information to manage your account and provide the requested information. If you chose to subscribe to the Multiflex Insights newsletter we may send you up to one email per month with information about our products, services, events or other content that might interest you. You can unsubscribe from these notifications at any time. For more details on our privacy practices and how we safeguard your data, please refer to our Privacy Policy .