proALPHA Customer Relationship Management
Successful customer relationship management – from quotation to after-sales service
A 360-degree view of customers and prospects is the best foundation for outstanding customer relationships. Only when you understand your customer’s needs, their profitability and the most promising actions, you can act purposefully.
Our ERP software integrates CRM as an essential part of your daily operations, archiving relevant documents in the Document Management System (DMS) so that all information is conveniently accessible within a comprehensive customer file.
Features and more
Detailed information about proALPHA CRM compiled in a single PDF.
The Highlights of proALPHA CRM
- 360-Grad-Sicht auf Kunden und Interessenten
- Optimum support for field service – anywhere and anytime
- Full documentation of sales processes
- Identification of sales opportunities at the push of a button
- Easy planning and execution of target group-specific marketing activities
Benefits of CRM in Our ERP System
Consistent, real-time customer data accessible to all departments lays the groundwork for systematic customer relationship management. Our ERP solution seamlessly integrates with CRM functionalities, including:
- Targeted marketing campaigns,
- Contact management, and
- Sales opportunity management.
With just a few clicks, you can access all relevant sales information and fully document processes, enhancing workflow efficiency and process quality. Our CRM also enables long-term customer relationship management with strategic insights, thanks to competitive intelligence, forecasts and sales performance tracking.
Further benefits of our CRM software:
- Customizable dashboards
- Performance tracking
- Integrated document management system
„We currently have more than 35,000 customers with more than 50,000 contact persons in proALPHA. Around 40 sales clerks can work from anywhere as the system runs on their laptops.“
Paul Sebastian Schwenk
Board of Management, Theben AG
Who Benefits from ERP with Integrated CRM?
Customer relationship management is especially beneficial for field sales, sales departments, and marketing teams. Our CRM features are fine-tuned to support these roles within the ERP system.
Field service
At the touch of a button, our software provides a comprehensive overview of each customer, including recent quotes and outcomes from customer meetings. All customer-related records, such as catalogs, prices and discounts, are centrally stored in the ERP system and accessible on mobile devices, making it especially convenient for your field sales team to access current data on the go. Additionally, the fully integrated Document Management System (DMS) automatically archives all customer-related documents, organizing them into a centralized customer file.
Sales
Streamline your sales processes with our ERP software: every activity can be linked directly to specific sales projects. Routine tasks, such as monitoring high-priority leads and scheduling customer visits, can be completed with just a few clicks, thanks to our automated workflow management systems designed for standard sales processes.
Marketing
Targeted customer communication is essential for successful marketing campaigns. Our proALPHA CRM supports you by allowing for precise selection of contacts, ensuring your message reaches the right audience. With comprehensive performance tracking, you can optimize follow-up actions, reduce wasted efforts, and improve response rates for even better campaign results.
Stay on Track with Realistic Forecasts
Sales opportunities drive most businesses. That’s why ongoing monitoring and assessment are vital. Our business intelligence functionalities deliver instant insights — from project status to product groups and regions to field sales teams. Key sales metrics are clearly displayed in the business dashboards. Thanks to graphical aids and visualizations, your employees can intuitively use the ERP system online, whether on-site or on the go.
With our integrated CRM, your team gains a 360-degree view of each customer, knowing exactly what actions to take. And your customers? They receive products and services tailored specifically to their needs.
