Objectives and requirements

-Modern client and data management

-Bundling of all information in one central system – also across branch offices

-Requirements of auditors, tax advisors and lawyers under one roof

-Access to all data at every workplace as well as mobile when travelling

-Organisation of events and administration of participants

-Smooth interplay of different systems

Uses and benefits

-Uniform address data at one location

-Better data quality with less effort required for updating

-Cross-branch office calendar simplifies scheduling

-Complete client-file with all, already-issued and completed orders

-Standardised, cross-system working interface

-Support during correspondence; uniform appearance by using templates

-Complete overview of the status of invitations

-Greater efficiency, transparency and intelligence

 

 

Conclusion

Daniel Gleichauf, Systemadministrator and CRM-Projekt Manager at Ebner Stolz Mönning Bachem:

"The new way of working is more efficient, more transparent and more intelligent than before."

 

For more info about this case, please download the brochure HERE