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STEPS Business Solution

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Compatible with

  • Citrix Virtual Apps 1808
  • Citrix Virtual Apps 1811
  • Citrix Virtual Apps 1903
  • Citrix Virtual Apps 1906
  • Citrix Virtual Apps and Desktops service
  • Citrix Virtual Desktops 1808
  • Citrix Virtual Desktops 1811
  • Citrix Virtual Desktops 1903
  • Citrix Virtual Desktops 1906
  • XenApp 7.15 LTSR
  • XenApp 7.18
  • XenDesktop 7.15 LTSR
  • XenDesktop 7.18

Compatibility

  • Citrix Virtual Apps and Desktops service (XenApp & XenDesktop service)
  • Citrix Virtual Desktops (XenDesktop)
  • Citrix Virtual Apps (XenApp)

Product Details

CRM + ERP The basis for digital business processes

Function highlights module CRM

You can achieve the right customer approach and long-term customer loyalty with your digital customer file in CRM. Here you have all the essential data of your customers in one place, so that you can achieve holistic customer care. From marketing to sales and order management to accounting.

  • Contact and address management
    Complete customer files with history, contacts, receipts and much more.
  • Campaign management
    Simple marketing campaigns with address selection and serial mailings
  • Sales management and sales
    projects Professional opportunity management and fact-based forecasts
  • Quotation and order management
    Flexible quotation and order management with availability check
  • Customer service and support
    High service quality and easy planning
  • Recording of activities and expenses
    From anywhere and anytime: Mobile recording of activities and expenses via app, portals or Outlook including service billing
  • Mobile customer care
    contact details, sales and service control via Outlook or app

With CRM as the basis of the comprehensive company solution, you gain the right perspective: Your customer is automatically at the center of your company processes thanks to the structure of the solution. This makes it easier for you to structure your customer campaigns, track them and plan your sales.

  • You have the customer journey of your customers at hand at all times.
  • You gain a consistent customer focus by using our solution.
  • You structure your customer processes automatically through the software structure.
  • You increase the quality of your customer service and customer care.
  • You look after your customers optimally at a very high level.
  • You gain increased transparency of your data.
  • Your employees do their jobs faster, easier and less stressful.
  • You focus on profitable customers and thus on your business success.
  • You will reach your goals earlier and more safely.

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