Solution: Digital business partner records with enaio®

Maintain an Overview of Business Relationships

Structure complex processes with enaio®

You will enjoy a better overview of your customer and supplier relationships as well as your business processes, and will be able to recognize requirements related to products and services at an early stage.

enaio® lets you lastingly improve your internal and external CRM communications. Keeping information instantly available significantly increases your employees’ ability to provide information to customers, suppliers, and partners. This makes your relationship management easier, increases satisfaction, and contributes to the targeted expansion of your after-sales services.

  • Greater ability to provide information during acquisitions and support customers, suppliers, and business partners
  • Better overview of all B2B- and B2C-relevant information
  • Automation of recurring processes through integrated workflow management
  • Simple e-mail, Microsoft Office, and ERP/financial accounting integration
  • Supports lead management, project sales, forecasting, and service

Complete
overview

Benefit from a complete overview of all information, documents, and e-mails.

Keep an eye
on deadlines

Always know every dunning or retention period – keep an eye on all contract terms.

Smoothly running processes

Integrated workflow management ensures the automation of recurring processes.

Digital business partner records

Store and manage important business information in a single place, plus easily search through it – it’s easy!

Manageable folder structure

Directly access all customer information and remain up-to-date on the respective current status.

Sustainable Customer Management with Business Partner Records

Optimized acquisition and support for customers and business partners

enaio® lets you create and manage all information pertaining to a customer (such as calculations, quotations, contracts, and correspondence). It also includes numerous reporting options, such as ones for pipelines, leads, project statuses, or forecasts.

Based on the customer information available in enaio® and detailed analyses of customer processes, customer groups can be segmented or classified, and customer profiles and needs can be identified.

Electronic customer and business partner records lay the groundwork for efficient customer management with enaio®. These records contain all relevant information on the customer and customer relationship, bundled in context-related, digital form.

  • Optimized acquisition and support for customers, suppliers, and business partners
  • Better overview of all B2B- and B2C-relevant information
  • Automation of recurring processes through integrated workflow management
  • High level of user acceptance thanks to proven user-friendliness
  • Simple e-mail, Microsoft Office, and ERP/financial accounting integration
  • Supports lead management, project sales, forecasting, and service

  • “We particularly appreciate [...] the versatile, scalable CRM solution with integrated TAPI support. It allows users to keep current data on the respective phone call on hand.”

    Otto Hamman
    IT Director
    University Hospital Frankfurt/Main
  • “Our goal was to professionalize relationships with investors using a CRM system and simultaneously create audit-proof, centralized storage.”

    Dr. Carlhans Uhle
    Managing Director
    Investitions- und Marketinggesellschaft Sachsen-Anhalt (IMG)