Optimize sales processes

Digital Customer Record – best service with SAP integration

Cropped shot of a young woman working in a call center

During the contact with customers numerous documents are created every day. At the same time, digitization leads to customer-relevant business processes being handled faster and faster. Therefore, it is an advantage to save all information and documents about the customer centrally in a digital customer file and keep them accessible for responsible persons. The electronic customer record not only optimizes internal processes, but also customer service to maximize customer satisfaction.

Interesting facts about the digital customer record

Smiling woman with headset in front of screen

The digital customer record cuSmarText CRM optimizes the customer relationship management in sales and other departments.

The software stores all the information of a customer in one central location, e.g. contact details, contracts, offers, mailings etc. In this way sales employees have full access to the information – no matter where and when they need it.

Through an app the employees can browse the documents and data even outside the office, for example at an external sales appointment – for best customer service.

The electronic customer record supports many other processes in sales, for example lead management, forecasting, creation of reports and documents (offers, contracts). So you have more time for the most important – the customer.

The software is integrated in SAP systems and can also be operated easily through an intuitive web interface even without knowledge of SAP.

The digital customer record and benefits

  • Access to all Sales and customer data at any time
  • Find information faster and more easily
  • Optimized customer service
  • Automation of manual effort
  • Creation of documents and Excel dashboards
  • Appointment and deadline monitoring
  • Task management
  • 100% integrated in SAP and Microsoft systems

Stefan Heins
Managing Director at valantic

”By using cuSmarText CRM employees don't have to request paper records anymore, instead they can access the required documents quickly and digitally, which according to our customers significantly accelerates their sales processes.“

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SAP interface customer record

What you can expect from cuSmarText CRM

 

  • Electronic customer record integrated in SAP systems
  • Structured storage and direct access to Sales and customer data
  • Automated creation of documents and Excel dashboards
  • Document scan and barcode support directly out of the SAP system
  • Email import from MS Outlook
  • Easy full-text search
  • Release and approval workflows
  • Comprehensive analyses and reports
  • Smart authorization system
  • The optimal user interface for everyone – SAP system, web, app
  • 100% integrated in SAP systems and MS Office

Technical aspects & SAP certificates of the customer record

The digital customer record cuSmarText CRM is available in two versions, for SAP ERP and SAP S/4HANA. Whatever system your company prefers to work with, the solution will integrate seamlessly. This is also confirmed by the certifications ‘SAP Certified – Powered by SAP NetWeaver’ and ‘SAP Certified – Integration with SAP S/4HANA.’

SAP certificate of NetWeaver and S/4HANA

Project plan for the implementation of cuSmarText CRM

The implementation of the customer record software cuSmarText CRM follows clearly defined and customized project steps.

During a first kickoff meeting with valantic experts the project gets structured. This is followed by installation and setup of the standard software. In workshops the individual needs of the users are identified and described in a written concept, followed by an individual customizing by valantic. Key users are trained and introduced to all functions of the software, even before the digital customer record goes live.

Our experts will be available at all time for technical support or questions and can also make adjustments and extensions if the users’ needs change.

valantic project plan as a roadmap

Your contact for questions about digital customer record in SAP

Portrait of Stefan Heins, Managing Director at valantic Enterprise Solutions GmbH

Stefan Heins

Managing Director
valantic Enterprise Solutions GmbH