Optimize sales processes

Digital Customer Record - best service with SAP integration

Triad: three circles with images of businesswoman on phone, screen with meeting, handshake | Digital customer record in SAP

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.

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Content

Interesting facts about the digital customer record
The digital customer record and benefits
What you can expect from cuSmarText CRM

Technical aspects & SAP certificates of the customer record
Project plan for the implementation of cuSmarText CRM
Your contact for questions about digital customer record in SAP

Interesting facts about the digital customer record

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.

Make a webinar appointment for the customer record now

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.“

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 and IBM Notes
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.

Your contact for questions about digital customer record in SAP

Stefan Heins

Managing Director
valantic Enterprise Solutions GmbH

stefan.heins@solutions.valantic.com