Would you like to do more with your ERP customer data than just send invoices? The CRM module from MD-Premium not only enables practical management of customers, suppliers, and potential prospects. You can also use this database to send newsletters and form letters, track sales expectations, and map your customer service workflows in a comprehensive ticket system.
Thanks to the wide range of options MD-Premium CRM offers you for interacting with your customers and providing high-quality customer service, you can improve customer satisfaction and thus also customer loyalty in the long term.
And all of this is fully integrated into your ERP system and, thanks to the application framework, offers the same flexibility and expandability as all other MD-Premium function modules.
Ticket management
Professional expertise and customer focus are the ingredients of a successful customer service organization. Add to that a powerful ticket system, and your customer service really starts to shine.
MD-Premium CRM's ticket management offers everything a service organization needs. Freely definable categories and work phases allow the system to be tailored precisely to your needs. Thanks to work recording accurate to the second, you always know which customers have incurred which working hours and you can bill accordingly.
Integrated SLA management escalates sensitive tickets before they can become a financial burden. Complex problems can be broken down into sub-topics that are handled by different people or departments. Thanks to interactive Kanban boards, you can keep track of the current workload of your team members, even in large organizations.
Campaign management
Interactions with customers are often repetitive and characterized by the same steps, whether it is initial contact with a potential customer or planning a customer event.
MD-Premium CRM's campaign management supports you with such recurring tasks. You can define any number of campaigns in the system, consisting of a sequence of work steps, possible responses, and end points. This allows you to define even the most complex processes and have them executed in the system.
Responsibilities and permitted response times can be assigned to each work step. The system monitors progress and reminds those responsible of any deadlines.
If there is a specific sales expectation behind a particular campaign, you can expand the campaign into a sales project. Sales projects provide a comprehensive overview of sales probabilities and a win/loss analysis.
Link a sales project to your order process in ERP and extend sales analysis to cover your company's entire business activities. Sales projects are then managed automatically via the order process.
Newsletter
Even in the age of social media and instant messaging, newsletters remain an effective way to connect with customers and keep them informed about news and important information.
The newsletter management feature in MD-Premium CRM allows you to create as many newsletter groups as you like. You can define separate HTML templates and recipient groups for each group. Newsletters are edited using a convenient WYSIWYG editor with real-time preview. Thanks to an integrated scheduler, you can create newsletters in advance and send them at a predefined time..
The system keeps statistics on the open and click rates of your newsletters, giving you a good overview of how your content is received by your customers. Customers can subscribe to and unsubscribe from newsletters themselves via the MD Premium customer portal.
Other Features
Integrated calender
Integrated calender
Integrated calendar for resource management. Planning of customer, service, and maintenance orders.
COMPASS integration
COMPASS integration
Connection to the Wirtschafts-Compass database, automatic creation/synchronization of customer/supplier data with current company register data.
Connection to Exchange
Connection to Exchange
Integration of Microsoft Outlook (emails, calendar, tasks, appointments, contacts) and Teams.
Project management
Project management
Project management module, defines project types, tasks, milestones, and schedules. Assigns administrators and contact persons. Evaluations of project progress, integration into ticket management.
Master data management
Master data management
Verwaltung von Kunden, Lieferanten, Kontakten und Einzelpersonen. Zentrale Detailsuche nach Personen, Kunden und Adressen.
TAPI interface
TAPI interface
Interface for automated call application (based on TAPI3) for incoming and outgoing calls, whereby telephone numbers are automatically assigned to the corresponding master data.
Integrated calender
Integrated calender
Integrated calendar for resource management. Planning of customer, service, and maintenance orders.
COMPASS integration
COMPASS integration
Connection to the Wirtschafts-Compass database, automatic creation/synchronization of customer/supplier data with current company register data.
Connection to Exchange
Connection to Exchange
Integration of Microsoft Outlook (emails, calendar, tasks, appointments, contacts) and Teams.
Project management
Project management
Project management module, defines project types, tasks, milestones, and schedules. Assigns administrators and contact persons. Evaluations of project progress, integration into ticket management.
Master data management
Master data management
Verwaltung von Kunden, Lieferanten, Kontakten und Einzelpersonen. Zentrale Detailsuche nach Personen, Kunden und Adressen.
TAPI interface
TAPI interface
Interface for automated call application (based on TAPI3) for incoming and outgoing calls, whereby telephone numbers are automatically assigned to the corresponding master data.
The product matrix shows all MD Premium features and which module must be licensed in order to use the relevant functionality.