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Introduction of a company-wide CRM system

Brief description

The aim of the project is to introduce and implement a customer relationship management system that improves customer relationships, optimizes acquisition and sales processes, increases efficiency in customer care and enables marketing campaigns (via e-mail as well as online and offline events). This gives the customer a 360-degree view of the customer.

Supplement

PTA supports the customer with the introduction of the Dynamics Microsoft 365 CRM solution with the sales, customer service and marketing components. Following a requirements analysis, the system is expanded and adapted to the customer processes. The next step involves connecting the solution with a billing system based on SAP technology, the website forms and various apps. At the same time, the existing ticket system and e-mail dispatch system will be replaced.

Subject description

Customer relationship management (CRM) plays a central role in all phases of customer interaction. In order to offer end customers a consistent and smooth experience with the company, the areas of marketing, sales, market research, corporate communications and customer service must be closely interlinked. The CRM system will help to make data available to all departments and work areas of the customer and significantly optimize communication and the maintenance of digital customer relationships. This will open up new opportunities and significantly simplify internal handling. A fully implemented CRM system provides employees with a powerful tool that makes processes in day-to-day operations more efficient.

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Ole Knudsen

Key Account Manager

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