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    • EN-Gedys Intraware

    We accompany you through all phases of your CXM/CRM projects

    from the first workshop to the roll-out and beyond

    Analysis

    • Stocktaking: In a joint CRM workshop, we clarify your business processes to be mapped.
    • You benefit from 35 years of project experience in various industries.

    Strategy

    • Summary of the workshop in the specifications (including recommendations for implementation, adjustments and introduction) as a basis for our project work.

    Execution

    • Configuration and individualization of the CRM software in accordance with the specifications in agile sprints and according to jointly defined milestones.
    • Integration into existing systems

    Roll-out

    • iterative (e.g. phased, regional or departmental) introduction and installation - also internationally.
    • Training for smooth CRM use

    Pilot phase

    • First users work with the new CRM software, clarification of questions
    • All employees gradually gain access to the new application

    Monitoring

    • Whether maintenance and support, regular jour fixes on the status, the need for adjustments or follow-up training, as a CRM partner we are always at your side.

    SOFTWARE-SUPPORTED PROJECT WORK

    from the concept phase to delivery

     

    Gedys CRM provides a 360° view of all your customers' data, even in your mailbox. In an end-to-end sales management process, you can easily turn strategic goals into operational goals. The application is also ready-to-use in a very short time (as a cloud CRM including hosting) and can be easily integrated into your existing system landscape. You can automate cross-software processes via interfaces (API) in the web CRM by connecting platforms such as n8n, Make or Zapier. You decide whether you want to buy or rent the CRM software.

    The Gedys CRM software also supports you in the various phases of project management. You can track project progress using the traffic light function and the overview for deadline and cost control. You can manage your resources with the calendar functions, workload overviews and project planning. This allows you to keep track of the status, resources, costs and times of your projects at all times.

    Simple. Mobile. Flexible. 100% GDPR-compliant.
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    Simple

    • Cleanly designed interface ensures easy navigation, great usability and a better overview, increases user motivation
    • Design your own start page according to requirements using drag & drop widgets , drag & drop also makes work easier in the Web CRM (e.g. when creating appointments and tasks or filing documents)
    • Clear global search by filtering on document types

    Mobile

    • Usability optimizations in the CRM app facilitate quick access to functions and documents (example: save time with frequently used actions)
    • Images in JPEG format are compressed before uploading, the image quality can be adjusted (important for the legibility of text in images, among other things)
    • CRM data can be used on any device, even when on the move - both online and offline
    • Push notifications from the CRM keep you up to date

    Closer to the customer

    • With video conferencing and appointment scheduling directly from CRM
    • Invite to video conferences via Microsoft Teams or Webex from Cisco, for individual calls or group meetings without any further effort

    100% GDPR-compliant

    • The guidelines of the EU General Data Protection Regulation are 100% implemented in the CRM software
    • You can find the complete overview in the data protection declaration
    • Further information can be found in the blog article GDPR in customer management.

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    Light. Fast. Comfortable.
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    Simple clustering of contacts via tag cloud attributes, e.g. for sending newsletters

    Lightweight

    • An end-to-end process for sales management
    • All key figures - also from external sources - in a single overview
    • Process progress in a clear presentation.

    Fast

    • Assign attributes to contacts with a click using the tag cloud in the Web CRM to group contacts into clusters (e.g. for evaluations or sending mailings and newsletters); the corresponding fields are filled automatically
    • Registrations in the event organization are processed automatically by recognizing the e-mail address
    • Flexible approval process for all commercial correspondence with freely definable steps and specifications

    Convenient

    • The dialog and search function for project work simplifies project assignment down to project phase level
    • Display of document attachments in the form of a slide show - without downloading
    • Link CRM data records to folders on a file system. Store new files there using drag & drop.
    • You can manage up to five newsletter groups via an interface to CleverReach for email marketing; the CRM software processes unsubscriptions automatically

    Project-centered. Effective. Successful.

    Project-centered focus

    • Project management start page incl. sending e-mails to project participants and making appointments directly from the project. Very time-saving, as there is no need to switch to other Flexviews or the mailbox.
    • Appointments can also be created for each document. The subject of the document is copied into the subject of the appointment or task.

    Effective

    • Resources are often in short supply. Resource planning provides answers to questions such as
      • What resources are available in the company?
      • How are the resources utilized?
      • How do I allocate the available resources as efficiently as possible?
    • For successful projects, you avoid overloading your employees, postponing tasks or exceeding deadlines

    Successful

    • Planning reliability and process efficiency at all times with an up-to-date overview
    Resource utilization company
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    File integration into CRM

    • Link CRM data records with folders on a file system using the File integration widget
    • Store files and documents on the file system and assign them directly to a company, project or opportunity, for example
    • View and open assigned files via the widget and store new files on the file system using drag & drop

    Modular. Expandable at any time.

    Modular

    • Your digitization starts with the basic modules, subsequent expansion with further modules is possible without any problems
    • Large number of interfaces and integrations available
    • Additional systems can be connected for extensive process optimization, automation or cross-system analyses

    Expandable

    • Interfaces to automation platforms enable the perfect customer experience = ensures automated workflows across different tools and delivers suitable content to your touchpoints
    • Data can be exchanged with automation platforms via n8n, Make or Zapier (n8n and make are optimized for use in accordance with EU GDPR)
    • Connections to other systems such as ERP are also possible via REST API
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    LEARN MORE ABOUT THE CRM SOFTWARE

    2.5-minute video

    The Gedys CRM software briefly explained.

    Simply click on the play button and watch the video.

    All-in-one download package

    Save time: With this free download package you receive all Gedys product brochures at once.

     

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    Download package now

    Register for the CRM tour

    Find out in a live online presentation how our CRM software can simplify your daily business. Free of charge and without obligation.

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    Register for the CRM tour
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    "Our daily work would be unimaginable without the CRM system from Gedys Intraware."

    Richard Hörmann, Director Customer Support at Hurco Werkzeugmaschinen GmbH

    FOR PERFORMANCE ENHANCEMENT

    and optimal teamwork, regardless of departments or industries

    At first glance, the introduction of a CRM system in sales promises the greatest benefits. Our CRM software optimizes all phases of sales and the teamwork of field and office staff. This is because the latest CRM generation really comes into its own when it is used across departments and throughout the company. The modular structure of the CRM software from Gedys Intraware supports the subsequent expansion of your CRM system.
    CRM for inside sales and sales

    Distribution

    Time-saving software that provides you with 360° information on interested parties and buyers. Automated tasks and quick offers. Even on the move.

    Functions
    • Customer journey
    • Offer editor
    • Pipeline / Forecast
    • Sales dashboard
    Learn more!
    CRM for marketing teams

    Marketing

    Optimal cooperation between sales and marketing in lead generation and relationship management is the guarantee for your long-term success.

    Functions
    • Campaigns
    • Target group filter
    • E-mail marketing
    • Lead management
    Find out more!
    CRM for service and IT

    Service

    Software for your support with which you can satisfy existing and new customers. The prerequisite for long-term loyalty to your company.

    Functions
    • tickets
    • Change requests
    • Resource planning
    • Customer Self Service
    Find out more!

    FAQs - FREQUENT QUESTIONS ABOUT CRM

    Please click on a question to open and read the answer.

    CRM (Customer Relationship Management) means the orientation of a company towards its customers. The fundamental objectives of CRM are to attract interested parties and retain existing customers. CRM is therefore concerned with the systematic design of processes relating to the customer journey. By capturing all relevant data with CRM software, marketing can be tailored precisely to the needs of the customer (hence known as relationship marketing). This enables an increase in the company's success.

    A system is a whole made up of several individual parts. A CRM also usually consists of several software parts or software modules. Read more about this on our CRM wiki page What is a CRM system?

    CRM software supports the optimization of customer relationship management through the structured recording of all relevant data and processes. It supports various areas of the company that are in contact with customers. The software increases the efficiency of all areas and relationships. For example, CRM software can be used to create customized offers for individual buyers or groups of buyers. Or it can be used to increase customer loyalty through precisely tailored service. You can find out more about our CRM software in our CRM brochure, which you can download free of charge.

    The CRM introduction deals with the implementation of the CRM software in the company on the one hand and the design of the customer management processes on the other. The typical CRM project is divided into the following phases: Analysis of requirements, technical implementation, pilot operation, user training, reorganization, rollout and acceptance. You can find out more on our CRM wiki page Introduction of a CRM system.

    • Analytical CRM: Evaluation of data from the operational business on the basis of KPIs to evaluate product requirements.
    • Operational CRM: The supporting function of the CRM system for the specialist departments to initiate contacts and maintain relationships.
    • Collaborative CRM: Deals with cooperation within the company and with external partnerships.
    • Communicative CRM: Controls all communication channels with a focus on the customer.

    You can read more about this in our blog post CRM definition.

    With CRM software, you can design the data organization in your company centrally and transparently. You can also use automation processes to increase the efficiency of business processes. This relieves your employees enormously and gives them more time for contact management. Insightful data evaluations and a clear focus on your customers lead to stronger loyalty and easier acquisition in the long term. Find out more in our blog article Benefits of a CRM system: Why is a CRM important?

    All areas of the company that are in direct contact with customers benefit from CRM software. These are primarily sales, marketing and service. Among other things, CRM helps to organize and document data, correspondence, tasks and appointments centrally and transparently. For more information, read our blog post Who needs CRM?

    The CRM selection requires that you know all the processes in your company in detail. Only then can you determine what you need to optimally support the processes in your company. Only software whose functions are optimally aligned with your business model can lead you to long-term success.

    Discover the advantages of Gedys CRM software now!

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