CRM – Customer Relationship Management

Cloud-based CRM: a business solution for optimal customer service

A cloud-based customer relationship management system is suitable for companies of any size. The CRM platform gives you access to your applications without high hardware and software investments. When you opt for a cloud-based CRM system, your business becomes noticeably simpler and more efficient. Your customer data can be viewed worldwide from PCs and smartphones with an internet connection. This improves and speeds up your customer service, as there are no waiting times. Cloud systems are also constantly evolving and are the future of software applications.

Accessible from anywhere – via computer or app

With a hosted CRM, you can access your account and your customer information from anywhere. Respond to support requests directly while on the move or in the home office, just as if you were on site in the office. Cloud-based business apps can be downloaded onto any iOS or Android device – so you and your field or home-office staff have remote access to important information, quotes and order statuses.

Location-independent collaboration for your employees

The cloud-based system offers your company full flexibility. The software applications you use internally are integrated into the CRM and constantly exchange updated information. Analysis and forecasting tools remain permanently up to date. Your employees have their own logins and can access the cloud at any time, maintain data and create reports – regardless of whether your team consists of five or 50 people.

Cloud-based merchandise management system

Building a merchandise management system in the cloud offers numerous advantages. As your host, we handle installation and maintenance while setup costs remain low. An on-premises variant, by contrast, would require high initial investments in servers and licences. Via electronic data exchange, you transfer master data, orders and deliveries easily and handle communication with your customers and business partners from anywhere. Write invoices and credit notes online and manage customer data and products centrally via your hosted CRM.

Reliable backup service for your databases

Your database is crucial to your business. It contains confidential information that would be irreplaceable if lost. Our cloud-based CRM system therefore offers you a reliable backup service – with regular, automated backups and fast recovery should the worst happen.

Phase 1: analysis and selection of the right CRM solution

We start with a detailed inventory: what do your sales, service and marketing processes currently look like, which data needs to be migrated, which interfaces are required? On this basis, we recommend the right cloud CRM platform on a vendor-independent basis and put together a licensing model that fits your actual needs exactly.

Phase 2: conception, integration and data migration

Once the strategic decisions have been made, we plan the technical architecture. We integrate the CRM into your existing IT landscape – from Microsoft 365 to merchandise management and accounting software. Existing customer data, contacts and transactions are migrated in full, without interrupting your day-to-day business.

Phase 3: rollout, training and mobile setup

We take care of setting up the end devices – from the office PC to the smartphone for field staff. Your team is given targeted training so that all functions can be used effectively from day one: maintaining customer records, creating quotes, processing service tickets and retrieving reports.

Phase 4: operation, backup and long-term support

After commissioning, we remain your dedicated point of contact. We monitor the system, apply updates and ensure that automatic backups are available at all times. When new employees join or requirements change, we flexibly adjust licences, roles and permissions – so your CRM remains permanently powerful, secure and predictable.