Structured management of customer relationships from initial contact to after-sales
Sales means more than just managing contacts. Quotations, sales opportunities, customer communication and orders must be recorded in a structured manner and managed in a traceable manner.
Customer Relationship Management (CRM) describes the structured management of customer relationships and sales activities. A CRM system bundles information about contacts, sales opportunities and interactions with customers in a central database.
With CRM directly in Nuclos, sales processes are easily mapped in the ERP system. All information on customers, leads and sales opportunities is available centrally and is directly linked to quotations, orders and projects. This centralized structure allows sales teams to maintain an overview of ongoing activities at all times and systematically track sales opportunities.
In many companies, CRM exists as independent software alongside the ERP system. Both are mainly used by different departments, but customer data, quotations and orders are managed in different applications as a result. They are duplicated, confusing and inconsistent.
A CRM integrated into your ERP system prevents these media disruptions. Sales, order processing and service access the same database. This enables direct conversion of quotations into orders and complete customer histories across processes. This gives you reliable sales forecasts based on real business data.
After a comparison with the established CRM providers, we quickly decided in favor of Nuclos. Thanks to the flexible customization options, we can map our own CRM processes individually and leanly. [...] The entire implementation - from the creation of the specifications to the go-live - took just two months. "
Nuclos offers a central database for customers, leads and companies. Contact details, contact persons and other information are recorded in a structured manner and are available to all relevant areas of the company. In addition, notes, documents and interactions can be stored directly with the respective data records. This creates a complete and traceable customer history.
Sales opportunities can be mapped in a structured way in a sales pipeline. Leads, offers and deals are organized in defined phases, allowing the progress of ongoing sales processes to be tracked at all times. This gives sales teams a clear overview of open deals and current sales activities.
Leads can be recorded, qualified and prioritized in the system. Sales opportunities are tracked in a structured manner and assigned to the responsible employees based on rules. This ensures that potential customers are well looked after and no important sales opportunities are overlooked.
Offers, deals and contracts can be managed directly in the system. Sales processes can thus be documented and tracked in a structured manner. The available data can also be used to create sales forecasts and sales analyses.
All interactions with customers can be documented in the CRM. This includes emails, phone calls and meetings, for example. The complete communication history enables transparent tracking of all contacts and facilitates collaboration in sales.
Sales activities can be structured using tasks and deadlines. Follow-ups, reminders or internal tasks can be managed directly in the system. This allows teams to keep track of ongoing sales activities and important deadlines.
Support requests can also be mapped in the CRM. Service cases or tickets can be recorded, processed and documented in a traceable manner. This means that all communication with customers remains centrally available and you retain a cross-departmental overview.
Nuclos enables evaluations of sales activities and customer relationships thanks to clear dashboards. This provides companies with a sound basis for sales decisions.
Recurring processes in sales can be automated. These include, for example, the automatic assignment of leads, reminders for follow-ups or fully automated e-mail dispatch. These automations can reduce manual activities and make sales processes more efficient.
→ more about workflows in Nuclos
Nuclos can be easily connected to other systems via open interfaces. It is possible to integrate marketing tools and newsletter platforms as well as complete CRM systems and other business software as required.
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