Fast and easy information: what is BPM used for?

Information that used to be painstakingly searched for and researched is now available at the push of a button. Entrepreneurs are happy about virtual customer files in which everything about the contact in question is stored. In addition, if the CRM includes full-text recognition and tagging, information can be found even more easily. Meanwhile, texts are even recognized on photos and PDFs. The user enters a search term and the document is already displayed and with it the corresponding contact. The data is stored versioned and available in real time everywhere. CRM software stores more contact information than any Excel spreadsheet.

Transparency and consistency

All account managers are on the same level of knowledge because the information in the CRM system is transparent and up-to-date. When a customer service representative is on vacation, a sales representative can take the place and immediately see everything he needs in the system for further processing of the contacts. Several part-timers can share the work. Teleworking and location-independent access are also easily possible with a cloud CRM. Several departments work hand in hand with the same information.

Simplification, acceleration and automation of processes

There are CRM systems that consistently structure and support processes in the company. Contacts are recorded by text recognition, target groups are grouped at the touch of a button, campaigns are sent automatically. Opportunities can be transformed into quotes in orders all with a click of the mouse. The engineer can delegate tasks, set reminders and display the customer history. And all in all, good CRM software is flexible enough to map the individual processes of the company and leave the staff the necessary flexibility. No one is forced to work. Know more details regarding CRM software here in this website.

Meaningful figures

What is the order quota? What added value per sales employee does the company have? How did sales develop? When was the order intake highest? Which sales area did the best? Many questions can be answered by CRM software. The integrated reporting features make it possible. Key figure analysis is an important means of corporate management. Anyone who observes the development of key figures in a time and industry comparison will recognize opportunities and risks more quickly and stay one step ahead of the competition.

Conclusion: Less effort in documentation and archiving

Commercial letters and tax-relevant documents must be archived for six or ten years in an audit-proof manner. It’s easy with CRM software. Documents can be edited directly from the CRM system and stored back into the system, where they remain with the entire version history. Important e-mails related to business contacts are transferred directly to CRM where they are securely archived. Documentations are located where they belong directly at the contact, at the customer and at the project.


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