Organize sales – actively acquire new customers

Sales success is achieved through structure and continuity. Structure means precisely defining the target market, selecting a suitable approach, and setting milestones. Sales isn’t magic, but hard work every day. A lack of continuity quickly becomes exponential and leads to lower sales. Therefore, the goal of company management must be to intelligently combine successful sales strategies with the use of modern information technology to create a working environment for sales staff that produces optimal sales success by automating routine tasks and creating space for additional acquisition efforts.

How do you proceed?

– Quickly collect sales information, share it with the team, and keep it up-to-date;
– Central information hub for consistency in acquisition;
– Seamless communication between office and field sales;
– Prepare customer meetings well;
– Gather knowledge about competitors;
– Optimize visits (more appointment chains, fewer star trips)

The best address for your addresses: Emnis CRM. Discover the value behind your addresses! 13 contact lists, 2 email clients, 9 business card albums? Where and how do you store your most important assets? For those who want more: a unified address database, shared contacts, high data quality , and many other great features.

The entire sales week at a glance.
Keep track of all upcoming reminders, birthdays, and appointments—including those of your colleagues. Track delegated and overdue tasks, and import or export individual objects.

Email and Emnis – a perfect match.
Complete customer records = complete contact history including email correspondence. With Emnis, you can easily forward all email traffic or just selected messages to the CRM system. You can also email directly from the CRM.

Identify business potential, track offers. Take the helm – bring momentum and transparency to your employees‘ activities! Identify opportunities, leverage potential, develop sales projects, track offers, and acquire customers – motivate your team to be fully committed. Steer your sales ship onto a successful course. Only those who know their offer lead time and evaluate it precisely can draw the right conclusions.

Efficient in day-to-day business.
Are you reliable? No question about it! How does your customer see it? Keeping callback promises, timely quote submissions, punctual customer visits – reliability breeds trust. Trust is the foundation of success. Emnis delivers that.

Advanced sales features
Use advanced sales features to increase the efficiency of your acquisition process: customer support grids, competitor analysis, sales partner integration, sales territories, ABC segmentation, and a customizable industry key.

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Marketing – hot leads sales ready

Generate, identify, support, and develop target customers.
To consistently acquire new target customers in sales, marketing requires a constant supply of leads. Suitable candidates must be quickly identified and developed from the generated wave of attention. Their support during this early phase must be both discreet and efficient. One of the most urgent issues in SME marketing is ensuring a smooth handover to sales. Therefore, marketing and sales must work together.

Record inquiries, support prospective customers. Centrally bundle, evaluate, and promptly track sales inquiries: Internet inquiries are sent directly and error-free to your CRM database via web forms, and further processing can begin immediately.

Define and filter target groups
Define your own target segments based on your individual criteria. Save your selection and use it for future addresses or events.

Plan campaigns, invite participants, measure results
Keep track of trade fair organization and event invitations with invitation and participant lists. Determine the number of new contacts, inquiries, offers, and orders per campaign.

One message, many recipients – serial emails and newsletters
Address customers or interested parties with personalized serial emails, select recipient groups and measure sending rates, returns and opening rates.

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Service: First-class customer service – effectively handle complaints

You’ve probably been annoyed by poor service yourself – or delighted by particularly good service. Good customer service doesn’t happen by chance; it’s inevitable. It’s achieved through clearly defined responsibilities and cleverly thought-out processes. Satisfied customers are the result of a stringent customer service organization – recording complaints, qualifying inquiries, setting priorities, meeting response deadlines, keeping an eye on process costs, and escalating in emergencies – Emnis CRM helps with all of this.

• Set escalation rules
• Collect solution knowledge
• Run evaluations

Central collection point:
Telephone, email, and web inquiries are centrally collected. You’ll receive prompt and competent responses. Resolved messages are archived.

Project drawers
1,036 calls, 28 appointments, 856 emails, 39 quotes, 416 tasks – one key account after two years. Thematic organization & clarity in the customer file!

Your processes:
Ms. Bauer wants the standard catalog, while CEO Müller wants individualized advice. You determine the process steps, responsibilities, and warning periods.

Fold, punch, …
… Upload: Our simple document storage manages folders, templates, searches for files, copies, moves, and has variable read permissions.

Knowledge Base
Sunday evening – Emergency at a key customer – what should be done? Keep solutions and procedures available in your knowledge base.

Process analysis
Numbers say more than 1,000 assumptions: common problems, employee workload, response and resolution times, customer satisfaction.

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Controlling – simple reports for everyone

Knowing instead of guessing.
Today, common analyses can no longer be reserved for just a few statistical experts! Easily create precise and timely analyses from which you gain insights and immediately apply them in your daily business. Automatic real-time reports replace mindless statistical compilation! Simplify and accelerate your reporting ! This leaves you more time for important things, instead of tinkering with spreadsheets.

Report Generator – Simple and Powerful
Filter data and create customized analysis lists – without any programming knowledge. Professionals can use SQL. Results are available in real time and can also be exported in CSV, XLS, and XML formats.

Editable lists and spreadsheets:
Edit the fields of multiple entries at once, just like in a spreadsheet. Summary reports show the total, average, count, maximum, or minimum of filtered records.

Graphic dashboards – a chart is worth a thousand words.
Create simple line, bar, or pie charts in real time. Combine multiple individual graphic reports into an automatically updating dashboard.

Automatic delivery of routine reports via email.
Schedule batch exports or have reports delivered automatically via email. For example, the sales chart for the CFO every Monday morning.

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Business documents at the touch of a button

Do you already have an inventory management or ERP system in place, but want your field staff to easily access selected information while on the go? Or do you currently create invoices and other documents using word processing or spreadsheets and want to save time and eliminate sources of error?

First offer – a grand entrance  
Multi-page templates, pre-configured follow-up templates, impressive offers. They’re not just read, but also commissioned. Fast, stylish, convincing. Click, PDF, signature.

Order management
Enter and manage order and contract information: Use Emnis to enter orders for one-off or recurring services or deliveries (term contracts).

Invoicing with batch invoices
Individual and batch invoices, PDF layout, email delivery: With Emnis, you can not only create individual documents, but also serial invoices from recurring sales with automatic batch processing and have them sent by email.

Commission Calculations:
Define customized calculation formulas for your commission processing. Billing documents can be output as PDFs.

Ready-to-use sales reports
Predefined sales analyses facilitate quick results control: Emnis provides a range of predefined reports, making it easier to get started with creating individual analyses.

Design templates
With a graphical editor, you can design document templates from which you can then generate the finished PDF document with just one click of the mouse.

Further options

Some features at a glance:
– Individual characteristics for article lists / product catalogs
– Import profiles for updating article lists / product catalogs
– Authorization system, tax rates, currency
– Individual naming conventions and numbering for PDFs
– Customizable item lines for inquiries, offers, orders, invoices
– Payment terms (for master data and / or order data)
– Design templates using PDF templates / HTML blocks
– Standard templates / DIN 5008 letterheads
– Placeholders for master data and individual fields
– Foreign key resolution in placeholders
– Calculations with placeholders (e.g. pre-calculate cash discounts)
– Individually formatted decimal places in placeholders
– Placeholders for page numbering

Invoicing features:
– Single and batch invoices
– One-time and recurring invoices (subscriptions)
– Complete cancellation and new creation
– Draft mode, external invoice addresses, foreign invoices
– Automatic receipt delivery via email
– Search function and list of open items (unpaid invoices)
– Export of invoice data for accounting/tax office (e.g. Datev)

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Administration – Efficiency in routine tasks and commissioning

With continued system use, not only the number of users and data volume increase, but also the complexity. Often, this requires an in-house CRM manager. However, a full-time position is rarely available for this – these tasks have to be performed „on the side.“ This leaves little time for complicated administration tools – everything has to be simple, fast, and intuitive. This is precisely the approach Emnis pursues.

Adjust system

Basic configuration
Define industry codes, text and file templates, closing probabilities and other sales settings.

Additional fields and tables
Add custom input fields, drop-down lists, formulas, and simple design elements at the touch of a button. Or add additional tables, for example, for vacation lists or fleet management.

In addition to predefined data imports
you can save your own import profiles, including individual Doppler testing, and automate them cyclically.

Synchronize third-party systems
Use import profiles and report generators to synchronize data with third-party systems using regular, automatic batch runs.

Map processes

If-then rules
Create your own if-then rules: Play by your own rules! Set your conditions – and determine what should happen, e.g.: If customer A doesn’t order for three weeks, then send an information email to the sales manager.

Custom PHP scripts
Expand the system with individual programming in PHP, SQL statements and additional tables.

Expand tabs
Supplement the masks with individually designed tabs.

Ongoing administration

Assign user rights
Control who can do what through user management and permission assignment: Organize dataset-specific read and write permissions and assign them flexibly and hierarchically. Use groups to group users into teams.

Log access
All actions, accesses, entries, changes, and deletions can be optionally recorded. This allows you to track who changed what and when.

Schedule SQL backups
Individual self-service data backups: In addition to the daily central data backup in the data center, you as an administrator can set up individual and traceable backups of all entries as a complete database dump (SQL dump) in a self-service process.

Further options

Multilingualism
Tap into global markets: Do you have colleagues abroad? Emnis speaks French, Swedish, Japanese, Portuguese, Russian, Spanish, and English. Emnis is quick to learn other languages.

Import additional data
Add additional data during operation using the Import Wizard. Save the import settings as import profiles for future use.

Robust data schema
Despite the extensive information stored in the system, the database model is easy to understand. Descriptive field labels and clear relationships contribute significantly to this.

CSV export of data
Export all or selected data in CSV format at any time using the report generator.

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