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16. Jun 2020

The HAIMER group decides for the PiSA sales CRM

The globally active precision supplier of high-tech machines and tooling technology relies on PiSA sales GmbH for its customer relationship management.

For the medium-sized company from Igenhausen near Augsburg, one of the initial goals of the CRM implementation is to optimize the internal sales processes. Haimer GmbH was founded in 1977 and specializes in the development, production and sales of tool holders, cutting tools, 3D measuring devices, balancing machines, shrinking machines and presetting devices. Nowadays, Haimer’s global presence includes 800 employees and many branches around the world. From now on, the PiSA sales CRM software will support the quickening of HAIMER Group’s workflows on the German market as well as in the international fields of activity at numerous locations worldwide.

In order to ensure excellent customer interaction and support in addition to the high-precision quality of its products, the globally active medium-sized company will benefit from a central CRM database which employees have access to at any time and from anywhere. In particular, the PiSA sales CRM provides the field sales force with a helpful tool that strengthens active customer loyalty. For this purpose, the tablet app of PiSA sales will provide the field staff with all customer information on their mobile devices. It supports the users in the fast digital recording of visit or trade fair reports including contact data, conversation contents, requirements, sketches, photos and more. A media library integrated into the app allows all users to access presentation materials and further sales and technical documents during conversations at trade shows. In addition, sales employees have a 360° view of prospective as well as existing customers and have an overview of to-dos and appointments at any time. In the future, the use of PiSA sales CRM could be extended to the marketing and service area as part of an expansion phase.

For the decision in favor of PiSA sales CRM, the customized permission concept for viewing customer data was decisive. The Bavarian company’s challenging security requirements were consequently comprehensively fulfilled. A further selection criterion is represented by the innovative mobile solutions for smartphone and tablet as well as their powerful offline functionality. The Berlin-based CRM software provider fully convinced also thanks to the well-thought-out trade fair app and the included configurable questionnaires for paperless documentation of conversation content and requests, the Berlin CRM software provider fully convinced.

The bidirectional connection to the ERP system Infor LN used at Haimer ensures a straightforward process for order confirmations and offer tracking.

You can find more information about HAIMER GmbH at: https://www.haimer.biz/


Author: Claudia Donadoni

The HAIMER group decides for the PiSA sales CRM
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