Your customer management tool
Customer data, analyses and sales funnel in one place. With the customer management tool from projectfacts. Test now!
Your customer management tool
The managing customers is of paramount importance for companies: there is hardly any other area where good work pays off so quickly and so directly in terms of positive sales development. This makes it all the more important to leave nothing to chance when it comes to customer management. It’s good to have software at hand to help you make the right decisions. projectfacts offers you a A range of valuable benefits:
Digital customer file
The digital customer file gives you a complete overview of all your company contacts. However, the customer file is much more than just an address file. Here you will find all activities relating to a customer, offers, orders, invoices and much more.
ABC analysis
The ABC analysis is a powerful tool for correctly assessing your customers. Our customer management software automatically calculates the ABC analysis for you. So you always know which customers are most valuable to you.
Sales Funnel
The sales funnel shows you at any time where your customers are in the sales process: Early contact phase or shortly before closing the sale? This allows you to recognize sales gaps or order peaks in good time – before they reach your company.
The digital customer file
Almost any information about your customers is valuable for successful customer management. Although this knowledge is available in many companies, it is bundled with individual sales employees or key account managers. Not so with our customer management software.
projectfacts collects information about your customers in one central location. In addition to basic master data, you can find important facts for the customer at a glance. This can include projects, offers, inquiries, appointments or notes.
In order to be able to contact your customer directly, the stored contacts are of course also linked to the customer. The result is a central CRM customer database with which you can optimize your customer management.
- One customer management software for all your customer contacts
- Collect contact data, activities, offers, invoices, etc. centrally
- Be well informed before you make contact with customers
- Create an ideal starting point for statistical evaluations
Simply enter your customers’ data online
Everything in one application, less effort and easier to use. The customer management tool from projectfacts.
Customer data with a big impact
Thanks to the all-in-one concept of projectfacts, customer data has a major impact. The result: no more duplication of effort and many advantages in day-to-day work.
If you wish, you can define a key account manager for each customer. This can be viewed wherever the customer is involved. This means that you always know directly who the right contact person is for incoming inquiries (whether by email or telephone). In combination with a comprehensive authorization system, you can ensure, for example, that the key account manager only sees the inquiries or offers of their own customers.
Simply enter a customer price list or other document information such as a VAT exemption. The data is used automatically when the next quotation is created. Save yourself the hassle of searching for and collating information by storing it centrally and applying it automatically.
Setting priorities with the ABC analysis
Setting priorities and targeting customers is part of your day-to-day work. With the software for your customer management, you receive a clear list of your contacts in real time. The ABC analysis helps you to identify valuable customers for your business.
You can individually define the standards according to which the analysis is created. For example, you can view the analysis for the last financial year only or you can look at potential sales instead of actual sales.
The ABC analysis is deeply rooted in projectfacts. This ensures that you always have the desired classification to hand when you need it. For example, do you receive a ticket via the integrated ticket system? Then you can see the corresponding ABC status of the organization directly in the ticket. Do you need more information? One click takes you to the customer organization and gives you an insight into everything important for your customer management. This allows you to optimize your customer support.
Identify valuable customers at a glance
ABC category can be found everywhere in the software
Use the ABC analysis for your customer management
Sales Funnel – Winning new customers
Optimize your sales processes with the sales funnel in projectfacts. Because successful customer management starts with sales.
Prospective customers typically go through a sales process at service companies. You can map this process digitally with our customer management software. The sales funnel supports you at precisely this point.
Thanks to different phases, you can map your sales process in a structured way. This means you always know the status of your new customer. When is it worth making an inquiry and what information does the new customer still need? The sales funnel gives you the answers. You can also estimate the expected turnover at any time.
- See at a glance how your new customer business is doing
- Analyze and optimize your sales processes with the sales funnel
- Recognize order peaks and sales gaps in advance
Customer management at a glance
Customer files
Projects, offers, requests, appointments, notes, etc. all in one place
ABC analysis of customers
Recognize sales and potential at a glance
Use the sales funnel
Monitor and control sales processes
Still have questions? We have the right answer!
Give us a call, send us an e-mail or take a look at our FAQ section! We will be happy to answer your questions!
