360° Customer View
Get a complete overview of all customer interactions, history, and data in one centralized view.
Empower your sales team with comprehensive customer insights to build stronger relationships and close more deals.
Kompaktansicht – Alle Kundeninformationen auf einen Blick
Die Kompaktansicht bietet Ihnen einen schnellen Überblick über alle wesentlichen Kunden-, Projekt- und Kontaktpersoneninformationen. Alle Aktivitäten werden in einer übersichtlichen Timeline dargestellt, die nach Ihren Bedürfnissen gefiltert werden kann. So sehen Sie sofort, welche Kunden Aufmerksamkeit benötigen und welche nächsten Schritte notwendig sind. Die Kompaktansicht ist ideal, um den aktuellen Status schnell zu erfassen und fundierte Entscheidungen zu treffen.
- Kunden-, Projekt- und Kontaktpersoneninformationen übersichtlich auf einen Blick.
- Kompaktansicht aller Aktivitäten in einer filterbaren Timeline: Die scrollbare Zeitleiste zeigt alle Aktivitäten wie Aufgaben, Termine, Anrufe, E-Mails, Kundenbefragungen, Phasenwechsel etc.
- Schneller Überblick über den aktuellen Status und die nächsten Schritte.
- Ideal für die tägliche Arbeit und schnelle Entscheidungsfindung.
- Gestalten Sie in wenigen Schritten die für Ihr Unternehmen perfekte individuelle Kunden- und Projekt- und Kontaktpersonen-Detailansicht: Wählen Sie aus welche Informationen und Felder in SELLSATION abgebildet werden und erstellen Sie ganz einfach unternehmens- und branchenspezifische individuelle, benutzerdefinierte Informationsfelder. Mittels einfach herzustellender Schnittstellen – beispielsweise zu ERP Systemen – können die abgebildeten Inhalte in alle Richtungen synchronisiert werden.
Automatic synchronisation of all data between your ERP system and other company systems in real time
The 360° view provides you with a complete overview of all customer, project and contact person information. In addition to basic data, you can see detailed volume splits by dates, product categories, consultants, or other freely definable categories. The scrollable timeline shows all activities such as tasks, appointments, calls, emails, customer feedback surveys, and phase changes.
- Ideal matching with ERP systems possible
- Integration into existing ERP systems can be implemented quickly and efficiently thanks to standardized interfaces. The automated bidirectional data exchange ensures consistently up-to-date and consistent information across all systems.
- Volumes and contribution margins can be split by dates (partial invoices and recurring revenues), product categories, sales consultants, and other freely definable categories (paid, open, not invoiced, subject to complaint, etc.) – enabling an ideal reconciliation with all ERP systems.
- Complete customer history for well-founded decisions
- Multi-Level Sales Systems: Not only the main customer, but also freely definable other customer relationships such as sales partners, consultants, end customers etc. can be mapped in the sales project and evaluated separately.
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Trusted by Sales Teams Worldwide
See how leading companies are accelerating their revenue growth with Sellsation CRM.
“With SELLSATION, we have real-time visibility and full transparency across our sales processes in Austria, Germany, and the Czech Republic. The status of leads is continuously analyzed within the SELLSATION sales pipelines, and forecasts are available in real time. SELLSATION enables automated workflows in sales and marketing, allowing us to achieve high conversion rates and ensure consistently excellent support for both prospects and customers. SELLSATION has fully met our high expectations.”
“VENTREX chose SELLSATION as its CRM software in 2019. SELLSATION has established itself as a very important tool for our sales team; we have mapped all customer and sales project information within it. With automatically generated forecasts, we can project our revenue development over years and respond to potential deviations from plan.”
“The simultaneous introduction of a new CRM (SELLSATION) and ERP system (ABAS) was a challenging project, which could be successfully implemented thanks to the fast and professional cooperation with the SELLSATION team. We are very satisfied with SELLSATION CRM and would choose it again. SELLSATION is an extremely important tool for our global sales and marketing teams, as well as for sales controlling and management – our everyday work would be unthinkable without it.”
“With SELLSATION we at FerRobotics were able to create optimal sales guidelines together with sustainable sales and acquisition processes from initial contact to after-sales management.”
“SELLSATION gives us the flexibility to clearly model our complex sales processes and manage them professionally. Customer satisfaction is Glorit's top priority, and SELLSATION supports us in ensuring optimal customer care. The implementation of a versatile CRM system like SELLSATION was a challenging project that we successfully completed together with the SELLSATION team!”
“With SELLSATION we are able to optimize and automate our sales processes. All sales activities and pipelines are transparent, sales opportunities are immediately visible in SELLSATION, allowing us to systematically increase conversion rates. With SELLSATION's AI features, we save several hours of working time per week.”
“SELLSATION is the ideal CRM for our consulting firm focused on M&A projects in the hydrogen industry. SELLSATION also offers numerous extraordinarily useful and efficiency-enhancing features – from internal corporate communication to perfect forecasts – and can be adapted to our processes and requirements with just a few clicks.”
“I've been in this industry for nearly 20 years and have tried it all—and I always ended up resorting back to Excel. We needed something to track our output, predict probabilities, and provide valuable insights. We are a small company and we all wear many hats, so we cannot afford to waste our time chasing things that do not make sense. Finally, we found SELLSATION!”
“With SELLSATION, over 45 BREITSCHOPF employed direct sellers and independent sales representatives are guided from the initial consultation to the conclusion of the sale. Ongoing customer satisfaction measurements ensure that our customers are enthusiastic about our products and enable us to initiate improvement measures immediately in the event of any problems. Contact with leads and customers is intensified through automated e-mail campaigns. We are very satisfied with SELLSATION CRM, the numerous features included and the service.”
“SELLSATION has proven to be a reliable partner that offers innovative solutions and first-class support. Thanks to SELLSATION, we can serve our customers even more effectively and efficiently. The automated information delivery before trade fairs and the quick sending of thank-you messages afterwards contribute to improved measurement of trade fair success.”
“With SELLSATION we have real-time visibility and full transparency over our sales and marketing processes. The status of leads is continuously analyzed within the SELLSATION pipelines, and forecasts are available in real time. With SELLSATION's AI features, we save several hours of work per week – leaving us significantly more time for active selling and closing open offers and sales projects.”
“With SELLSATION, we didn't just introduce a CRM system – we initiated a cultural change: away from gut feelings and isolated solutions, towards clear processes, transparency and accountability. SELLSATION ensures that we work in a structured, efficient and consistent manner – and that is precisely what elevates our performance. We managed to establish excellent company and marketing processes within just a few weeks.”
“EZ AGRAR has relied on SELLSATION CRM since 2017. Our sales staff in field and inside service greatly enjoy working with SELLSATION and can no longer imagine a working life without it. With SELLSATION we were able to perfect our sales and marketing processes and significantly increase our revenues as a result.”
“Our industry demands flexible processes while also requiring a simple, comprehensible presentation and automation of complex workflows. Compared to my previous experiences, including with Microsoft Dynamics, SELLSATION offers significantly more customization options and features that go far beyond standard CRM systems.”