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Customer Relationship Management (CRM) is a strategy for companies and their employees to systematically create relationships and interactions with contact persons of existing and potential customers. By generating sales, these customers play a decisive role in the long-term success of the company. If customers adjust their buying behavior and switch to products from other companies, this can have serious consequences for their own company. That's why companies invest a lot of time and effort in CRM activities to analyze customer preferences. Target groups, markets and the respective needs are analyzed within the CRM and coordinated with the own portfolio. If deviations are found, the employees of the sales and marketing department, in coordination with the management, have the task of optimizing the customer relationship within the framework of CRM or adjusting the concrete CRM strategies in order to better reach the customers again. Other departments also contribute to customer satisfaction and provide valuable information for CRM. This includes, for example, the entire service department. Within the scope of service, customer inquiries and discrepancies are recorded and processed. This is also part of CRM.
CRM generates a wide range of detailed information that must be bundled, categorized and evaluated in order to be able to derive statements. Without a corresponding technology, it does not take long with increasing numbers of customers and prospects and the respective contacts, until CRM can no longer be managed with manual work. Targeted contact with the customer is made more difficult. Without a suitable technology, employees lose too much time for CRM if the CRM strategy is to be pursued with the same quality and intensity even with increasing numbers of customers and prospects.
A CRM system is a software with functions for the management and automation of all information that is generated month by month when addressing customers or prospects and binding them. In the CRM software, all data of customers and prospects, including all transactions and related communication, are collected and stored in databases. The following information can be taken as an example:
Documentation of a prospective customer telephone call for later evaluation
Storage of a customer offer for later allocation
Appointment reminder for an offer meeting with an interested party on site
Birthday management of A and B customers to increase attention
CRM systems are mainly based on standard software products. Depending on the size of the company and the required level of information, different solutions with different functionalities are possible. If a company grows over time, the requirements and thus the necessary functions of the CRM system also grow. It can therefore happen that the previous functions of the CRM software are no longer sufficient over time and a change must be considered in order to take the increasing degree of information for the company into account.
The advantages and benefits of CRM software for companies are obvious. In practice, a large number of contacts and their relationship to the own company must be managed in one system. Well-designed CRM systems create more transparency. They can be used wherever direct or indirect customer or prospect contact is required. With the right CRM software, the entire sales force can also be supported. This applies both to:
the sales force with the objective of "increasing sales",
as well as for the service-oriented field service with the objective "service and maintenance".
All activities on site can be recorded directly in the CRM software. In addition, a good CRM system can also be an aid for certain activities, in which information is available at the right place in the right form. This not only saves time, but also regularly delivers better results in all areas. In summary, a CRM system helps to support sales, marketing, service and last but not least, management. With the help of a CRM system, activities can be optimized and automated (e.g. monthly reports). In addition, a good CRM provides a variety of decision bases.
Projects are regularly associated with investments and other expenses and are directed towards a specific goal (project objective). In practice, a project is often divided into sub-projects, each of which is aimed at a specific (partial) goal fulfillment and is related to the main goal. The project management is responsible for planning and controlling the (sub-) projects, as well as monitoring them with regard to time- and resource-oriented parameters. As with CRM, project management involves strategies that must be supported by suitable technologies and systems at a certain level of complexity at the latest in order to process the wealth of data in a meaningful way. A CRM system with integrated project management saves time and effort and increases data quality.
The sales department acquires a new customer project as an example. Up to now, all customer- or prospect related activities were recorded in the CRM system. The following project is now regularly managed by other employees and departments. Thanks to the integration, project-specific information can now be found in the shortest possible time. The management of the information is clearly optimized by the symbiosis of both systems.
With the "brixxbox" cloud software, companies can digitize processes quickly and easily. Thanks to the underlying modular principle, necessary adjustments and extensions can be made in the software at any time at the request of management or other employees in order to process additional data in the system. Adjustments in the system do not affect the productive operation of the software in the respective company in any way.
The provided templates serve as configuration examples. Different approaches shall be illustrated. The templates can be supplemented after the import as desired, or used as templates for own applications or entire systems.
In practice, this CRM application could be used for example by:
Consulting company
Freelancers
and small enterprises
to create customers and prospects and manage their contacts and CRM-relevant data. In addition to master data management, advanced functions are also included to visualize the possible use and linking of master data and to derive a realistic practical reference to support management, sales and marketing.
Company data: Name and address of the companies
contact details: Contact data and contact persons of the companies and employees
Phone book: based on contact data
Archiving: storage and digitalization of documents and files from customers and prospects
Special features: Documentation of specific customer requirements and special features (e.g. billing only per month)
CRM data: Scheduling (e.g. per month, week), deadline monitoring and appointment documentation as well as assignment of relevant contacts
CRM Workflows: Creation of reminders and follow-ups (e.g. in two months) for certain contacts
CRM report: e.g. ABC/XYZ - evaluation or categorization of customers and prospective customers (periods/months)
Templates: text templates can be created
Project integration: project planning, project monitoring, resource management and responsibilities
Management: Status monitoring of all activities and projects
Mobile: Access to all data anywhere and with any device (cloud)
Companies are regularly visited by external visitors and partners. These may simply be applicants in the context of a job placement. In addition, there are of course other reasons why external visitors and partners visit a company, as the following extract makes clear:
Machines must be maintained or repaired by technology partners
Customers or suppliers are invited to meetings
Audits take place
Different departments and employees are visited depending on the visitor and reason for the visit. If, for example, a machine is repaired within production, the technician inevitably gains an insight into the production processes and talks to the employees working there. It is obvious that visitors come into contact with sensitive information, some of which is important for the competitive advantages of the companies visited. Furthermore, in some industries there is even a strict documentation obligation to avoid that internal and sensitive processes are endangered by external interventions. The production of medical products is an example of this.
When recording and documenting the visits of all external persons and partners, a lot of information quickly arises, which has to be bundled, categorized and evaluated. Without a supporting technology, it does not take long until visitor management can no longer be handled by hand.
Good solutions for digital visitor management offer a variety of possibilities. Whether short or long visits, the right solution can support the entire visit process. If employees expect a visitor, relevant information can be documented in advance. With the right solution, arriving visitors have the opportunity to add relevant data directly via a touch screen. This not only makes a modern impression, but also saves a lot of time compared to documents that have to be filled in manually and then laboriously analyzed.
Applications for digital visitor management are mainly based on standard software products. Depending on the size of the company, its orientation and the number of visitors, different solutions with different functionalities can be considered. If a company grows over time, the requirements and thus the necessary functions of digital visitor management also grow. It can therefore happen that the previous functions are no longer sufficient over time and a change must be considered in order to take into account the increasing level of information for the company.
With the "brixxbox" cloud software, companies can digitize processes quickly and easily. Thanks to the underlying modular principle, necessary adjustments and extensions can be made in the software at any time at the request of management or other employees in order to process additional data in the system. Adjustments in the system do not affect the productive operation of the software in the respective company in any way.
The provided templates serve as configuration examples. Different approaches shall be illustrated. The templates can be supplemented after the import as desired, or used as templates for own applications or entire systems.
In practice, the digital visitor management could be implemented by:
consulting companies
Freelancers
and small enterprises
to digitally manage visits and evaluate them as required.
Create visitors (partners, customers or other guests)
Create accompanying persons
Define reason for visit (e.g. customer visit)
Create visiting hours
Evaluate visits
You can find further information at https://brixxbox.net
In practice, companies regularly receive numerous inquiries. Customers and interested parties have questions about specific products and services, or need clarification regarding the products purchased. A ticket system is a software system that centrally manages all inquiries to a company. The receipt, the coordination to the right department or person and the processing of the requests is done centrally via the ticket system and bundles the channels:
Telephone
Chat and Messenger
in one system. The received requests can then be checked and assigned to a person for further processing until a solution is found (closed ticket). The ticket system is intended to ensure that no message is lost and that a complete overview of the processes to be processed is possible at any time.
Good ticket systems offer a wide range of possibilities and support many processes in the company. The main advantages to be mentioned in this context are
Streamline customer inquiries: Incoming tickets are stored in a central location with a corresponding system of several communication channels. Employees can assign priorities to the tickets, monitor and process them.
Access to customers and history: A good relationship with customers and partners is an important success factor for a company. With the ticket system, employees can also access past contacts with customers and partners, so that they always have all the facts in view
Automation of tasks: With a One Ticket System, routine tasks can be standardized to increase efficiency and enable faster responses.
Comprehensive evaluation options: With a good ticket system, various evaluations can be called up quickly and easily.
Ticket systems are mainly based on standard software products. Depending on the size of the company, the number and the degree of complexity of the requests, different solutions with different functionalities can be considered. If a company grows over time, the requirements and thus the necessary functions of the ticket system also grow. It can therefore happen that the previous functions of the ticket system are no longer sufficient over time and a change must be considered in order to take into account the increasing level of information for the company.
With the "brixxbox" cloud software, companies can digitize processes quickly and easily. Thanks to the underlying modular principle, necessary adjustments and extensions can be made in the software at any time at the request of management or other employees in order to process additional data in the system. Adjustments in the system do not affect the productive operation of the software in the respective company in any way.
The provided templates serve as configuration examples. Different approaches shall be illustrated. The templates can be supplemented after the import as desired, or used as templates for own applications or entire systems.
In practice, the ticket system could be used for example by:
consulting company
Freelancers
and small enterprises
to manage and document requests of all kinds.
Company name and address of customers
Contact person management with the corresponding contact data
Integrated telephone book with search function
Archiving and digitalization of documents and files (DMS)
Entry of tickets
Documentation of customer inquiries
Tracking of tickets through unique numbering
You can find further information at https://brixxbox.net
A driver's logbook has the basic purpose of documenting the distances travelled with a vehicle as well as the respective reason for the journey. If self-employed persons or employees use a car registered with the company, the tax office generally assumes that the aforementioned groups of persons use the vehicle not only for trips of the company but also for private matters. In most cases, the pecuniary advantage resulting from the car must be taxed.
Two options are available for this purpose: Either the car is estimated with a lump sum according to the one percent rule (in Germany) - or the frequency and duration of all business and private trips with the car is documented in a detailed logbook. Although the latter method involves some effort, it can result in attractive tax benefits. However, the requirements and the declared information of the tax authorities must be met:
A separate logbook must be kept for each vehicle
Information on the registration number of the vehicle concerned
Indication of the respective driver
Information on the exact mileage at the beginning of the trip and the exact mileage at the end of the trip, as well as the driven kilometers
Documentation of the period of the trip
The manual entry and specification of the individual trips quickly leads to a lot of work. Without a supporting technology, it does not take long until the administration is not efficient with manual work.
The use of an electronic logbook offers many advantages and often leads to lower costs, especially when there are many trips for the company and few private trips. In general, the following advantages can be mentioned:
significant time saving,
Clear overview and hardly any errors
Security towards the tax office,
Generally lower costs and tax advantages compared to the one percent rule,
electronic evaluation of the driving data.
Applications for managing digital driver's logbooks are mainly based on standard software products. Depending on the size of the company, the number of company vehicles and the degree of internationalization, different solutions with different functionalities are possible. If a company grows over time, the requirements and thus the necessary functions of the digital logbook also grow. It can therefore happen that the previous functions are no longer sufficient over time and a change must be considered in order to take into account the increasing level of information for the company.
With the "brixxbox" cloud software, companies can digitize processes quickly and easily. Thanks to the underlying modular principle, necessary adjustments and extensions can be made in the software at any time at the request of management or other employees in order to process additional data in the system. Adjustments in the system do not affect the productive operation of the software in the respective company in any way.
The provided templates serve as configuration examples. Different approaches shall be illustrated. The templates can be supplemented after the import as desired, or used as templates for own applications or entire systems.
In practice, the digital driver's logbook could be used by:
freelancers
to digitally manage the existing company vehicle, document the respective trips with all the data and evaluate them if required.
Documentation of the driver, the registration number
Recording of the kilometers at the start and at the end of the trip and determination of the driven kilometers
Differentiation between business and private trips with regard to taxation
Use as cell phone app possible
Use as app for tablets possible
You can find further information at https://brixxbox.net
The environment of a company is subject to permanent change. In certain phases, legal framework parameters change or new technologies lead to changed customer needs. Even if these are only excerpts from a complex overall structure, they still regularly have an impact on the success of a company. New tasks arise. Original goals have to be questioned and adapted from case to case in the context of projects and derived tasks. By definition, a project is a one-time (business) process, which is divided into different phases and tasks and is directed towards a specific goal achievement and has a fixed start and end date.
In this context, goals have to be defined, ways to reach them have to be found and managed, and project participants have to be monitored as a team and resources. The bundling of these activities is generally understood as project management. In practice, a project is often divided into sub-projects, each of which is aimed at a specific (partial) goal fulfillment and is related to the main goal. The project management is responsible for planning and controlling the (sub-) projects, as well as for monitoring them with regard to time- and resource-oriented parameters (e.g. the members of a team).
Project management generates a wide range of detailed information, which must be bundled, categorized and presented to the management for evaluation using appropriate methods in order to derive statements and make decisions with regard to the achievement of objectives. Without a corresponding technology, it does not take long from a certain level of complexity until project management can no longer be managed by hand. Without a suitable technology, the members of a team lose too much time for project management and the achievement of objectives is endangered.
A project management system is a application that provides the project members of a team with computer-aided assistance in their project activities. In the project management system all data and information of the project including the existing sub-projects as well as all transactions and the associated communication are recorded and stored in databases. The following information can be taken as an example:
Documentation of a meeting for the target definition of individual sub-projects
Budget management per (sub)project
Scheduling of individual project steps
Project management systems are mainly based on standard software products. Depending on the size of the company, the respective team and the required level of information, different solutions with different functionalities are possible. If a company grows over time, the requirements and thus the necessary functions of the project management system also grow. It can therefore happen that the previous functions of the project management software are no longer sufficient over time and a change must be considered in order to take the increasing degree of information for the company into account.
The self-organization of a team or even an individual is an enormous challenge as the level of information increases. Handwritten lists, here and there a piece of paper or a post-IT are of only limited help and are certainly not the best methods. The use of a project management software can bring decisive advantages for project work, if carefully chosen. Especially when several people are involved in a project or sub-project and the flow of information is even greater. In essence, every project management software should cover the following basic areas:
Task management of the project
Project planning of individual sub-projects
Project control and resource management
If the aforementioned areas are supported by the software, it is possible for each project participant and, in addition, the management to obtain an overview of all resources and to make their own work more efficient. In the result, the advantages with the right software are obvious. It increases the possibilities of control, overview and transparency of all resources. An optimization of the personnel deployment and a higher cost control are also to be mentioned in this context.
With the "brixxbox" cloud software, companies can digitize processes quickly and easily. Thanks to the underlying modular principle, necessary adjustments and extensions can be made in the software at any time at the request of management or other employees in order to process additional data in the system. Adjustments in the system do not affect the productive operation of the software in the respective company in any way.
The provided templates serve as configuration examples. Different approaches shall be illustrated. The templates can be supplemented after the import as desired, or used as templates for own applications or entire systems.
In practice, this project management application could be used for example by:
consulting company
Freelancers
and small enterprises
to create and manage projects. In addition to master data management, advanced functions are also included to visualize the possible use and linking of master data and to derive a realistic practical reference to support management and other departments.
Company data: Name and address of the companies
Team and contact persons: Contact details and contact persons of the companies and employees
Phone book: based on contact data
Archiving: storage and digitalization of documents and files from customers and prospects
Templates: Text templates can be created to simplify data maintenance
Projects: Creation and description of projects and related subprojects
Phases: Detailed description and documentation of the projects and the respective phases
Planning: Definition of responsibilities within projects and sub-projects
Monitor projects
Creation of project-relevant reminders and assignment of individual employees
Assignment of projects to customers, or other addresses
Resource management
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You can find further information at