Complete CRM Solution for Sales, Marketing and Service

SHARPEN YOUR CUSTOMER MANAGEMENT

IMPRESSIVE IN TERMS OF EFFICIENCY. EASY TO USE.

With CRM2Host you understand your customers´ needs and focus your activies on these.

The requirements in all business segments grow steadily. To remain competitive, it requires efficient processes and a central information base.

CRM2Host supports your customer relationship manage ment in all divisions with sustainable, well- structured information, promotes cooperation and is available anywhere and at any time – even mobile.

» Sustainable information. «Smart structures.

Seamless cooperation. Mobility.

Take advantage of CRM in the cloud or on your own server – we guarantee secure hosting, in an ISO certified data center.

CRM software must be user friendly, only then it can be used successfully. Therefore we work together with the Usability Engineering Competence Center.

Take advantage of the easy customizable solution that perfectly adapts to the information needs of each user.

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The Recipe for your SuccessCRM2Host is the complete solution for all tasks of your Customer Management. Manage your sales activities from lead qualification to order and target-group-ori-ented marketing activities. Your Service team will benefit quickly when handling customer inquiries or claims with the integrated Service Management based on ITIL.

Do you work on projects? With the central project file your team members get access to all documents, addresses and activities related to your projects. In addition, analyses and reports provide all key informa-tion to your Management for taking the right business decisions.

Do you want to integrate information from third-party systems such as SAP? We have the experience of over 3,600 customer projects to help you integrate systems.

It‘s your choice: you can use CRM2Host as cloud-based solution or on your own server (On Premise). As specia-lists in cloud based CRM we ensure your system is run-ning reliably. We provide everything you need including licenses, server, administration, updates and support.

Your CRM is hosted in one of the most modern and secure data centers. The latest technologies and security standards provide you with maximal data security, avail-ability and a good performance. You can then focus on your core business.

CRM2Host – flexible, modern and secure

Where do you stand today in Customer Relationship Management?Do you want to:

▪ Manage your addresses better? ▪ Make all correspondence with customers traceable? ▪ Improve communication in projects? ▪ Sharpen Sales? ▪ Build professional E-mail marketing ? ▪ Optimize the cooperation of Sales and Marketing? ▪ Create a structured Service Management processing service requests?

▪ Reach the XRM concept in business?

CRM2Host supports you optimally in achieving each of these stages with tailored solutions.

Build your customer management strategically!

Address Management

Sales Information & Steering

Correspondence Management

Marketing Communication

Service Management

xRM

CRM-ScaleWhere are you?

» Expand Customer Management strategically «

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CRM2Host – flexible, modern and secure

International UseThanks to the multi-language technology, you can work with international subsidiaries. In German, English or another language – and different currencies are support-ed, too!

SecurityThe security of your data is most important to us. This is why your CRM is hosted in an ISO 27001 certified data center. Modern technologies like RAID1, clustering, IBM replication data security and SSL encryption ensure max-imal data security.

Our flexible rights management easily allows for specific information to only be available to certain users.

100% MobilityWith the mobile CRM version you can access key cus-tomer information when away from the office.

Whether you use tablets, iPhones, Android Smart-phones, Windows Phones or Blackberrys: You can access companies, contacts, tasks, appointments, opportunities and all CRM corre spondency. Conveniently, you can cre-ate new activities like call reports, phone notes or new contacts mobile, too.

Individual like youDue to its flexible structure, you can use CRM2Host in all organi sations and industries regardless of size.

You can easily change the system to work as you do, e.g. create your own sales processes, forms, fields or tem-plates. In addition, every user can create personal CRM desktops and show the information that is most import-ant to him.

E-mail IntegrationDo you work with Notes, Outlook, Google or another IMAP based E-mail system?

With the unique and powerful feature Business Mail you can quickly see all previous dialogue with the sender when a new E-mail arrives. Document your E-mails with a single click and reply directly from within your CRM system. And new contacts can be created automatically in your CRM from the signature of an E-mail. Mail is then dealt quickly and transparently.

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Sales

Automated Assistance for your Sales DepartmentCRM2Host supports your individual sales processes all the way from lead management to the final sale. The central customer folder provides your sales team with a clear overview of the customer status, keeps track of pipeline, opportunity management and reporting. And quick access to important data – even when away from the office – supports collaboration between inside sales and field staff.

The CRM Customer File with a 360° ViewAll information related to your customers and activi-ties is collected in the central customer file. All activi-ties related to a company, department and contact can be displayed: E-mails, phone notes, call reports, tasks, appointments, opportunities, proposals, tickets and projects. Customer history gives you a real-time over-view of all customer related activities, so you can be fully prepared for the next customer contact.

Business Mail connects your Mailbox to your CRMYour advantages with Business Mail: Already when a mail comes in, you can see all information related to the sender: the contact, the company and the latest activities. In that manner, you immediately get an overview of the situation and the needs of your contacts. Document new E-mails with a single click and reply directly out of your CRM. Like this you get a complete history of the com-munication and activities related to your contacts. It is centrally provided and so available to everybody who needs this information, too.

New contacts can be created automatically in your CRM from the signature of an E-mail. This saves you much time and guarantees that you have the correct contact details in your addresses. Using centrally provided E-mail templates is also time-saving and helps you to create a uniform communication with your customers.

» The secret Spice for your Sales Team «

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Sales

Easily qualify new Contacts with Lead ManagementThe interface between Marketing and Sales needs to be seamless. With the effective lead management you keep prospects in a special address pool and take them con-veniently over to the sales process. Using the quick links functionality, your team saves time during the qualifica-tion process. Hot leads can automatically be transferred into your customer address pool.

Automated Lead Extraction for your WebsiteYour website is a very important sales channel. With the practical lead form for your website, new generated leads can automatically be created within your CRM sys-tem.

Follow Documents and stay up-to-dateWhat is happening at the customer? Follow documents and don’t miss any action. A new phone note, inquiry or protocol from a Service colleague? You will be informed automatically about every update and so you can get active immediately, if necessary.

Quick and transparent SchedulingUse your CRM as a central calendar for both, internal and external appointments. Or sync your Notes or Out-look calendar with the CRM system to have a central overview of all availabilities to help your internal plan-ning. Your customers can accept your appointment into their calendar. And the innovative appointment survey tool helps to manage meetings with multiple partici-pants.

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Sales

Collaboration between Inside Sales and Field ServiceUsing internal messages and workflows, you can exchange news and tasks related to a contact or any other CRM document. Your advantage: no extra commu-nication is needed and the receiver gets a direct link to the relevant CRM information.

Strategic SalesClassify your customers with the ABC analysis. Based on a questionnaire, your CRM evaluates the priority of your customers and helps you to plan your sales activities.

Automatic Visit PlanningWhich customers need to be visited? The CRM automa-tically creates a list with visit proposals. And the integra-ted route-planning tool even provides the optimal order and route for your visits. An appointment is cancelled but you are already on the way? The radius search shows you, which other customers can be visited nearby.

You can dictate the call report into your Smartphone immediately after a visit, so you will have all important information directly in your CRM.

Creating Offers with a few ClicksWith the article catalogue and centrally stored text tem-plates, you can quickly create comprehensive proposals. The integrated PDF printer provides automatic conver-sion and allows you to send PDF documents directly to the customer, saving much work! Just as easy and quick you can create simple invoices, delivery notes and credits.

Sales Goals - always in ViewWith CRM2Host each salesperson has any time access to his goals and can track the current target achievement –considering his opportunities.

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Execute Marketing Campaigns efficientlyWhether telephone, letter or mass mailing campaigns: with CMR2Host you can manage and conduct your mar-keting campaigns centrally. Using the extensive selection options and mailing lists, you can address your specific target group. Newly collected addresses can also easily be imported eg. with a business card scanner and provided to the sales team. With centrally stored corpo-rate templates your correspon dence is professional and unified.

Easy Address SelectionChoose your target group by using the powerful search tool. Would you like to contact all customers in the sales area of a given sales rep? With the extended search you can combine many criteria, to give you a powerful filter view to help you to select your target group individually.

Individual Templates in your Company DesignCreate MS Word templates for your letters or E-mail templates with the CRM system and share these central-ly with all users, to give you a uniform standard custom-er communication and more time for the essential tasks.

Mass Mailings and Campaign LettersCreate serial letters or mailings with the CRM system in three steps: 1. Choose the target group, 2. Choose the template, 3. Send the letter or mailing.

» More Spice for Marketing «

Marketing

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Marketing

Marketing Calendar – simple CoordinationUse the calendar in CRM2Host to plan your market-ing activities. Manage for example dates for sending the newsletter, for Social Media Posts, for departmen-tal meetings, for customer events etc. The agenda and documents can be collected within the corresponding calendar entry and be viewed and updated by all team members.

In that manner, your marketing team keeps the overview even in hectic times .

Automatically generated Mailing ListsLet the CRM system create mailing lists automatically. For example, sorted by postcode or new contacts. Your mailing lists are maintained to help you provide your customers and prospects with up-to-date information whilst still respecting their mailing and privacy choices.

Professional E-mail MarketingWith CRM2Host and the useful html templates your mai-lings are distributed quickly and professionally. Or you use the integrated interface to the E-mail-marketing-software Cleverreach to create a newsletter. In doing so, you can track within your CRM who has opened the newsletter and clicked on topics.

WE HAVE ALREADY

SATISFIED IBMWe are winner of multiple

IBM awards, including an award for the best mobile solution

worldwide.

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Your Goal: satisfied CustomersThe integrated Service Management is compliant to ITIL and can be used to support your internal and external service processes. Whether used for customer requests, claims or internal IT tickets, the CRM provides a complete solution for professional service and fast response times.

360° Service CockpitEvery service agent has a complete overview of inco-ming requests, existing tickets as well as their status and priority. In that manner he organizes his work optimally and is able to answer customer questions properly. New requests can automatically be converted into tickets and forwarded to the responsible person via workflows.

Solve Service Inquiries efficiently with TicketsTickets help you to record, qualify and solve any kind of service inquiries in a structured manner. The ticket ma - nagement helps you to handle a large number of inqui-ries, to reduce the processing time and to improve the results of your services. All desired information can be recorded and connected with a ticket: the customer, the contract, related inventory objects, the problem descrip-tion and finally the solution.

Using the integrated know-how database can help the service agent to find already existing solutions and use them for the current case. The work time for each ticket can also be reported properly. This will help you to ana-lyse your service per formance.

Integrated workflows and the escalation management provide a complete process that can be adapted to your individual business.

Service

» Hot as Chili: new Quality of Service «

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Service

Solve Problems efficiently with the Problem ManagementThe Problem Management helps you to recognize rela-tions between recurring problems, to identify their caus-es and to induce proper solutions.

Integrated Service Dashboard for optimal Service ManagementHow many new customer inquiries have arrived? Which topics are currently occupying the service team? Which tickets have been escalated? And what is the status of your VIP customers? These and all other questions can be answered graphically illustrated and as detailed report with the service dashboard.

Planning Changes with the Change ManagementChanges related to your infrastructure need to be planned, cost-efficient, and realized with minimal risk. The Change Management supports the whole process from planning, approving, realizing, tracking and docu-menting changes.

The integrated change calendar helps you scheduling the change. The change document contains all import-ant details such as impact, priority, responsibility, date, budget, backout-plan, test results and reviews. Also all related activities for example tasks, meetings or meeting minutes.

Automated workflows are steering the approval by the Change Manager, the Change Advisory Board or the IT Service Manager and in the Inventory all changes related to a configuration item can be tracked.

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Sharing Knowledge with the Know-how DatabaseThe Know-how Database helps you to reuse your know-ledge. A large number of service inquiries is recurrent and has been solved already in the past. You can docu-ment and find existing solutions in the Know-how Data-base. From there you can take over the corresponding solution with a single click into a ticket and the E-mail response to the customer. In that manner you can avoid duplicate work and improve your service quality.

Ticket Tracking for your CustomersYou would like to provide a web-access to your custom-ers for providing existing problem solution, creating tick-ets and tracking their status? This is also quickly realized with the integrated ticket management. The self-service minimizes work and increases customer satisfaction.

The Basis for your Service: Contract ManagementWith CRM2Host you can manage any kind of contracts conveniently. This makes it possible to assign incoming service requests to existing contracts. Individual tem-plates and the integrated approval workflow support you when creating new contracts. Also very useful: you will automatically be reminded when a contract ends.

Managing Ressources with the Inventory ManagementManage your objects like devices, licenses, machinesetc. in a central database and assign these to customers, contracts or employees. This information helps you handling service inquiries or planning changes.

Service

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One Basis of Information for all Project MembersYou know it best: Most important for successful projects is a common basis and a regular exchange to all acti-vities. The project file, which is integrated in your CRM, makes it possible to provide all information centrally and to plan, realize and document all project activities. The 360° view also provides an overview of all projects and activities related to a customer or business contact.

The Project FileIn the project file, all information is clearly presented.Project name, project type, project leader, start and end date, category, status, budget, description and participants.

With your own additional fields, you can manage further information. You can also upload all relevant documents directly in the project, e.g. requirements lists, sketches or solutions.

The 360 ° view provides you a perfect overview of all operations, such as phone notes, meeting minutes, E-mails, correspondence, tasks, offers, sales opportuni-ties or tickets to the project.

Project Phases and TemplatesIf the project is divided into several phases, you can work with projects phases to collect the corresponding information for each phase.

So you have the right information for each phase at hand. Recurring and similar projects can be managed quickly with project templates.

Uncomplicated CooperationWith document security you define who may read and edit the project. Easily inform colleagues e.g. with a link to the project or document and distribute project tasks directly.

Create invitations to project meetings or use the appoint ment poll to coordinate meetings with many participants.

Information is no longer collectable DebtFollow the project and get automatic updates on any new information or activity about the project. With the CRM project file you receive a complete and transparent information base and provide all parties all the necessary information.

Projects

» Projects: Don't let burn Anything «

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Handling large Amounts of DataIn daily business, you have to take several decisions. The real challenge: large amounts of data. No problem! with CRM2Host these can be easily handled. Once defined, your CRM creates detailed reports from real-time data and graphical charts for a quick overview.

Overall View: Your CockpitThe cockpit gives you quick access to all key figures such as sales forecasts, project information or marketing and service KPIs.

Quick Overview with DiagramsCRM2Host provides you with graphical diagrams for a quick over view of any situation. From the diagram, you can open a detailed report to get insight into the speci-fic situation.

Individual ReportsCRM2Host provides you already with different stan-dard reports. In addition, you can define your individual reports, for example for sales area activities, marketing activities, projects or service KPIs in real-time.

Analysis and Reporting

» Sharpen your Senses – the new Basis for Decisions «

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Ideal CollaborationCRM2Host optimally integrates with existing applications and increases their benefits. Either ERP system, Social Collaboration platform, Onlineshop or Computer Tele-phony: Integrating your CRM makes your processes even more efficient.

Integrating IBM ConnectionsYou use Connections for sharing information in your company? Connect the activity stream with your CRM. In that manner you can share your status information from the CRM with your colleagues. More benefits: You are always up-to-date regarding status updates, profile information and communities.

Integrating ApplicationsWith the JDBC- and SAP interface you can connect CRM2Host with other applications and exchange infor-mation bidirectionaly. For example, data from your ERP system can be provided to your sales team in the CRM customer file such as invoices, delivery notes or open items. Or you can transfer opportunities to your ERP system for billing and accounting purposes. Integrating your applications with CRM2Host will optimize your pro-cesses in multiple ways.

Integrating Computer TelephonyYou have to do a lot of calls every day and you want to access information faster? Thanks to the CTI integration you can call your customer with a single mouse-click from the CRM system.

Integration

» The right Spice to connect your Systems «

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Your complete Solution for Sales, Marketing and ServiceBusiness requirements steadily grow. You need efficient processes and central information to meet your current goals. Information on every customer is valuable, and when properly used, will empower you to further grow your valuable relationships.

▪ Are you looking for a modern CRM system? ▪ Do you want to save time and resources? ▪ Do you want a standard product that is easy to customize?

Wait no longer: CRM2Host is the mature 360° customer management solution that provides your employees with the exact information they need including all core functionalities for professional XRM in Sales, Marketing and Service. With CRM2Host you can easily optimize processes and develop collaboration throughout your organisation.

XRM – Advanced Relationship Management with CRM2HostXRM means Extended Relationship Management, and transmits the customer management philo sophy in all business areas.

Just as CRM2Host supports management and communi-cation with customers, it can be used as XRM system in all other areas.

Typical application scenarios are:

▪ Management of employees and applicants ▪ Management of suppliers ▪ Management of business partners ▪ Management of club members

SHARPEN YOUR CRM PROFILE

with CRM2Host

» Sharp. Sharper. XRM. «

XRM

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CRM2Host Cloud PackageCRM2Host provides you with all services for your quick and successful CRM implementation:

▪ CRM licenses ▪ Hosting of the CRM IT infrastructure (server including administration and backup)

▪ Service & Support ▪ Updates with new features ▪ Individual configuration according to your requirements ▪ Individual user training

Contact us for your successful CRM ProjectWe merge approved processes with modern ideas and technologies in order to get your innovative solution.

We have already satisfied IBM: beeing winner of multiple IBM awards, including an award for the best mobile solution worldwide.

Your successful Start into a new Customer Management

CRM2Host CloudBenefit from the advantages of your CRM2Host Cloud:

▪ Quick rollout: Thanks to the web access you do not need to install the CRM on your devices.

▪ High user acceptance: Convenient handling and easy configuration = satisfied users.

▪ Low costs: No high initial investment and fast ROI through the monthly subscription model.

▪ Flexibilty: Access your CRM data regardless of the operating system, device and location.

▪ Data security: Hosting in our ISO 27001 certified data center in Germany or in a Partner Cloud.

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Address and Activity Management D Companies and contacts D 360° customer file with E-mails and all activities D Social media infos D Import and export of addresses e.g. for mailings D Telephony integration (e.g. for Skype, Call Control) D Duplicate check D Management of relationships D Interface with business card scanner (Dymo)

E-Mail-Integration D All IMAP E-mail clients (Outlook, iNotes, Googlemail etc.)

D Structured activity history and contact information D Convenient 1-click-documentation for E-mails D Automatic creation of new companies and contacts from the signature of an E-mail

Templates and Forms D MS Office integration D Calls reports, phone notes, follow-ups

Leads D Quick recording and qualification of leads D Transfer leads into sales opportunities D Various pipeline analyses D Transferring leads from a website into the CRM

Product Catalogue D Convenient article administration D Creation of discounts & prices lists for multiple currencies

Sales D Automated planning for visits and routes with interface to Google Maps

D Opportunity Management D Creation of proposals, order confirmations, simple delivery notes, invoices and credits via drag and drop

D Integrated creation and distribution of PDF documents D Measure sales targets

Project Documentation D Central project folder for all activities D Structured management of project phases D Individual project templates

Collaboration D Integrated workflows and information messages D Extensive document management D Cross-national usage D Following documents: active information to changes and new activities

Search D Intelligent search with recommendation feature D Extended search for all fields D Combination of multiple criteria D Individual search result lists

Integration D Integrating websites D Routeing, hotel reservation D Interface to IBM Connections D Interface for connecting external systems (JDBC and SAP interface, additional interfaces on request)

Service Management based on ITIL D Service desk for service agents including access to the service mailbox

D Ticket Management for service requests and claims (Incident Management)

D Automated creation / assignment of E-mails to tickets D Contract Management D Inventory Management D Change Management D Problem Management D Know-how Management D Dashboards and analysis for the Service Management

Feature overview

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Marketing D Mass-mailing / letters including consideration of preferred method and privacy choices

D Customer categorization via free definable keywords and mailing lists

D Multi-level selection options for the address selection D Easy data export for E-mail marketing application D Interface to Cleverreach (E-mail-marketing-tool) D Html templates for mass mailing

Analyses D Search results as graphical diagram D Configurable analyses and reports

Task and Calendar Management D Creation of tasks, appointments and appointment surveys

D Connection and synchronization of external calendars (e.g. Outlook, Notes)

D Creation of mass-tasks for campaigns one-time or periodically

CRM2HOST HELPS YOU TO ADVANCE. Cost-efficient, safe, intuitive and flexible. In the Cloud or

on your own server. Realized with GEDYS IntraWare 8 Web.

Individualization by the User D User profiles and individual page layouts D Role-based authorization D Definition of individual selection lists D Creation of individual fields D Creation of individual forms D Individual correspondence templates D Saving searches and selections D Creation of favorites D Rating matrix for companies, opportunities and projects

Feature overview

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01/2016 Images: © Yuri Arcurs, jolopes, jackfrog, Bartłomiej Szewczyk / Fotolia; © Google Maps

Near StuttgartNeue Weilheimerstraße 14 73230 Kirchheim / Teck

+49 7021 5036 - 0

Near MunichUntermarkt 17 82515 Wolfratshausen

+49 661 9642-304

BraunschweigLange Straße 61 38100 Braunschweig

+49 531 123868 - 0

OsnabrückLengericher Landstaße 11b 49078 Osnabrück

+49 541 970504 - 0

Our CRM Project ServicesWe provide you with best practices, tips and advice from 25 years of practical experience. Our experienced CRM consultants will

▪ Give you expert advice from the beginning ▪ Support you to perform workshops ▪ Support you to implement individual changes (customizing)

▪ Support you to integrate ERP and other systems ▪ Support you to successfully set up and continually operate the CRM system

▪ assist with CRM audit processes to improve CRM efficiency

▪ arrange regular reviews and management meetings

1. Register for the free trial on www.CRM2Host.com

2. Participate in a free CRM2Host Webinar to explore the features (sign-up on www.CRM2Host.com)

3. Discuss your requirements with us and start using your Cloud based CRM within a few days.

Get a free Trial of CRM2Host

Head Office PetersbergBrückenmühle 93 36100 Petersberg

+49 661 9642 - 0 +49 661 9642 - 99

info@gedys-intraware.com www.gedys-intraware.com

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