Central customer database and document management - with sellify!
As a service provider in the field of fire protection, the services of Brandschutz Cordier GmbH include not only fire protection consulting and training, but also the preparation of fire protection concepts and expert opinions as well as plans. To handle these projects more efficiently, manage the numerous contacts and optimize workflows, Mr. Cordier made the decision to introduce a CRM system:
"A central and intuitive customer database that our internal and external employees can access on the go"-
This is how Mr. Cordier formulated one of the main requirements for the software. In the course of this, files were also to be accessible centrally and via a cloud - local storage on computers meant that employees could only access their own documents and, for example, in cases of absence, substitution was only possible with difficulty. In addition, there was the desire to be able to assign communication histories to specific projects with as little effort as possible, thereby optimizing project management through better traceability. In their search for suitable software, their IT service provider tipped them off to sellify, which convinced them and was introduced.
"With sellify, we can collect contacts and documents such as emails but also quotes or invoices in one place and assign them to specific customers and projects."
"The helpful search function and the use of sellify onTour enable access to information even at customer sites. We now have a more comprehensive overview of our projects and sales opportunities and thanks to the interface to Outlook, the object-related linking of associated network folders and the integration into our existing infrastructure, the changeover and familiarization was smooth and quick. With the use of sellify, we were able to increase the efficiency of our project business and the intuitive usability of the software ensures the satisfaction of our employees."
Test sellify now for free.
Now you can see for yourself how sellify works. Simply arrange a non-binding telephone appointment with us, in which we will explain the basic functions of sellify to you in a few minutes. Afterwards, you can test sellify free of charge. We are looking forward to your request.
More customer reports.
Stephan Ninow
"With the CRM from business//acts, we are taking the holistic approach to support. The application's ease of use ensures a high level of acceptance among our users."
Managing Directorabcfinance GmbH
Frank Gröschner
„business//acts has responded precisely to our individual requirements. Features such as a quotation configurator or a planning module for article sales simplify the creation of quotations and enable exact purchase disposition. Even mobile working with sellify//onTour is a "killer feature"!"
Division Manager Sales Coordinationsecunet
Rolf Göpfert
„With sellify we can act and react in a uniform, transparent and fast way. We are looking forward to a further, long-term and constructive cooperation.“
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