Implementation of mx.CRM
CASE STUDY
Industry: Industrial Healthcare Sector
Goal:
Creation of a modern information platform for sales
Keywords:
CRM Tool, Sales, KPIs
Our software:
- mx.ERP, mx.CRM
Advantages:
- powerful CRM solution
- meaningful KPIs for the field sales team and management
The field sales force was expanded—the processes had to keep pace
Entrhal Medical GmbH has been using the mx.ERP inventory management software from Iptor Austria GmbH since 2008. When the company expanded its sales force by about 120 percent in a short period of time, it quickly became clear that existing processes needed to scale accordingly. The sales staff lacked a central platform that provided up-to-date access to all relevant customer and sales information at any time.
The newly developed mx.CRM from the Austrian software manufacturer offers exactly this platform. The software provides optimal support for the field sales team by delivering relevant information and giving management a comprehensive overview of sales performance. The solution should therefore be implemented as soon as possible.
Goal: To create a modern information platform for sales
The project focused on creating a modern information platform for sales.
The main objectives were:
- Custom dashboards for different user groups
- Transparency regarding quotes, sales, and top customers
- Meaningful KPIs for the Field Sales Team and Management
- Mobile access to all sales information via tablets
- Faster decisions thanks to up-to-date and clearly presented data
CUSTOMER BENEFIT
Today, the entire field sales team has access to a powerful CRM solution that provides all key information on the go via tablet at any time.
Whether it’s current offers, sales figures, top customers, or custom KPIs—all sales-related data is available at a glance. This enables field sales representatives to prepare optimally for customer appointments and make informed decisions right on the spot.
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Particularly noteworthy: Despite the significant expansion of the field sales force, there was no need to increase the number of office staff.
Thanks to centrally available information and optimized processes, the additional workload was efficiently managed. At the same time, preparation times for the office staff were noticeably reduced.
More information
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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.