gevis CRM
Your efficient customer management system
Ensure greater satisfaction for you and your customers – with the powerful gevis CRM based on Microsoft Dynamics 365.
Customer Relationship Management (CRM)
What customer relationships are worth today
Due to the challenges in the retail sector, companies are faced with diverse and constantly growing tasks in order to remain competitive in the market. It is therefore all the more important to know the needs and wishes of customers to bind them to the company in the long term. Identifying customer needs at an early stage and creating customized offers is one of the most important tasks for retailers today. Given the wide range of your customers’ requirements, it is not at all easy to maintain an overview and always provide the customer with the decisive information at the right time. Your employees also need a uniform level of knowledge and a reliable database when dealing with customers.
Understanding the customer - but how?
GWS offers you an independent solution in the area of customer relationship management with gevis CRM based on Microsoft Dynamics 365 Customer Engagement with the modules Sales, Marketing, Customer and Field Service. This application gives you the opportunity to view, analyze and manage your customer relationships strategically from a 360-degree angle across the entire customer lifecycle.
What does a CRM need in the age of digitalization?
How CRM helps you
Customer relationship management applies to far more than just sales and marketing. It encompasses the entire company, its employees and the entire customer lifecycle. When CRM is understood and embraced as a philosophy in the company, it supports the optimization, digitalization, consolidation and expansion of business relationships in order to generate more sales and a better result. This enables you to respond quickly and flexibly to your customers’ wishes in order to meet their needs on an ongoing basis.
How to use CRM
In practice, a CRM supports the management of activities and tasks as well as the daily work in the office and in the field.
You can choose whether to access information in the office via the browser or on the road via the app. As an integrated overall solution, CRM interlocks all business processes and systems (such as ERP or document management systems, applications like Microsoft 365 with Office, Exchange and much more). As a Microsoft Dynamics partner, GWS relies on proven Microsoft technology and connects people, data and processes. You too can merge customer management and corporate control!
The gevis CRM sales application helps field service staff be well informed at all times, even while on the road. It makes it much easier to plan customer visits, keeps information about the customer readily available and also allows current and future tasks to be recorded directly in the system.
- Collaboration between office and field service staff is made much easier, as all employees can work in one system, ensuring that the same reliable information is always available. This creates more transparency and speeds up the work process.
A core function of gevis CRM is to record all communication - whether by e-mail, telephone or face-to-face - and display it transparently for all employees.
- This significantly improves communication within and across departments - and by extension the communication with the customer.
- gevis CRM's integrated marketing tool helps you plan campaigns for your customers. The recorded information about the customer opens up completely new possibilities for contacting customer groups quickly and specifically.
- Dynamic and static marketing lists can be used to draw customers' attention to specific product ranges, promotions or even trade fairs in a targeted and personalized manner.
- At the same time, tasks can be assigned to the responsible employees, such as calling the customer in the follow-up, recording the reactions to the campaign and assessing its success.
- Support your business, reach new customers and increase sales with focused campaigns by collecting all the relevant marketing information - from planning to management and evaluation.
- The third module, gevis CRM, supports you in the area of field service functions with service requests
and their creation, as well as with monitoring their progress - all from a central location. - Plan and track the deployments of your field service employees and the resources required
for them with the support of deployment planning. The integrated sales function also makes it
easier for sales representatives to make additional sales. - Easily track customer inquiries, for example, by creating complaints in Customer Service.
When a customer contacts support with a question, you can quickly check if an existing request
already exists, or open a new request and start tracking.
Three building blocks for your challenges
Sales
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The gevis CRM sales application helps field service staff be well informed at all times, even while on the road. It makes it much easier to plan customer visits, keeps information about the customer readily available and also allows current and future tasks to be recorded directly in the system.
- Collaboration between office and field service staff is made much easier, as all employees can work in one system, ensuring that the same reliable information is always available. This creates more transparency and speeds up the work process.
- This significantly improves communication within and across departments - and by extension the communication with the customer.
Marketing
-
- gevis CRM's integrated marketing tool helps you plan campaigns for your customers. The recorded information about the customer opens up completely new possibilities for contacting customer groups quickly and specifically.
- Dynamic and static marketing lists can be used to draw customers' attention to specific product ranges, promotions or even trade fairs in a targeted and personalized manner.
- At the same time, tasks can be assigned to the responsible employees, such as calling the customer in the follow-up, recording the reactions to the campaign and assessing its success.
- Support your business, reach new customers and increase sales with focused campaigns by collecting all the relevant marketing information - from planning to management and evaluation.
Services
-
- The third module, gevis CRM, supports you in the area of field service functions with service requests and their creation, as well as with monitoring their progress - all from a central location.
- Plan and track the deployments of your field service employees and the resources required for them with the support of deployment planning. The integrated sales function also makes it easier for sales representatives to make additional sales.
- Easily track customer inquiries, for example, by creating complaints in Customer Service. When a customer contacts support with a question, you can quickly check if an existing request already exists, or open a new request and start tracking.
Your chance for long-term customer loyalty
All systems have the same master data as well as a uniform and reliable basis for all processes.
The systems have a consistently structured user interface. This enables simple handling and fast navigation.
The smooth interaction of the systems makes it possible to map the entire customer journey – from initial contact to customer loyalty.
Guides for all sub-areas support your employees in creating custom-fit offers and in not overlooking any steps.
The most important key figures can be visualized across all applications. This allows you to work more efficiently.
All dashboards, procedural guides and the user interface can be adapted to your individual needs.
You always have the latest features and updates. What’s more, you can access the applications from anywhere and with the device of your choice.
The number of users can be adjusted conveniently and on a monthly basis. This way you can easily balance resource fluctuations.
The connection to Microsoft Dynamics or 365 applications as well as the Power Platform allows your data to be further processed, analyzed and utilized.
How a CRM system improves the work in your company
Optimize daily processes easily!
Record the activities agreed upon immediately after a customer visit or a telephone call. Ensure active communication with your office staff. Save time by recording all the information and to-dos directly as they arise.
Integrating gevis CRM with your ERP system provides valuable insights, e.g. into customer and sales data, as well as information on contact intensity, and much more. This allows you to identify your potential more quickly, make better use of resources and focus your marketing and sales activities more effectively.
Record a structured call report directly after a customer visit or a telephone call. Ensure active communication with your office staff. Reduce errors and delays thanks to smooth information flows.
Consistent and accurate information, reliable insights and relevant tools support your employees in their daily work and contact with customers. Empower your employees to achieve better results and make better decisions thanks to gevis CRM.
Pre-entering quotes and orders with the Sales App and adding remarks improves the cooperation between field and office staff. Thanks to automatic workflow, the office staff receives all the necessary information to qualify offers and orders and to provide ordered goods in a timely manner.
With the help of intelligent processes and adapted workflows, you can identify new business requirements at an early stage and manage measures effectively. Stay focused on the customer at all times and improve your surrounding processes.
gevis CRM: The highlight functions
ERP Integration
Connect your data from ERP and CRM and generate added value and synergies thanks to the shared database. Your data from the ERP system is available in gevis CRM, whether it's information on customers or contacts, open offers or orders, and can be used and supplemented. Create marketing lists or use a holistic view of your customers as a sales representative - both in the browser and in the app.
Insights through data analysis
You can conveniently use the common data basis for further analyses with Business Intelligence and Power Apps. Gain even deeper insights and create a better understanding of your key metrics - across all departments. Use the insights gained to systematically optimize measures and processes and thus increase customer and employee satisfaction.
Integration of Microsoft Office applications
All of this is perfected by the seamless interaction with Microsoft 365. Through the deep integration in gevis ERP, you work even more efficiently and save valuable time. In this way, you create free space that you can use for your core competencies, thus holistically increasing customer satisfaction. As an IT system provider, we offer you everything from a single source and together we will take the next steps on your path to digitization.
We are here for you!
Do you have any questions or would you like a free consultation? Then our expert, Peter Waltert, will be happy to help you at any time. Simply submit your query using the following contact form. You will receive an answer within two working days.