CRM

Strengthen customer relationships with modern CRM solution

Make your customer relationships transparent and efficient - for higher customer satisfaction

The CRM module for your successful customer relationship management

AXAVIA offers you a comprehensive CRM software that optimizes your business processes and takes your customer relationships to a new level. With AXAVIAcrm you can create quotes, orders and invoices easily and quickly. The calculation module allows you to easily calculate your projects and products with individual cost structures. The integrated ticket system ensures an effective management of your service requests and helps you to always keep an overview. With AXAVIA you have all tools at hand to serve your customers in the best possible way.

Your advantages with AXAVIAcrm:

  • The perfect tool for professional customer relationship management - available via desktop, web and app
  • Consistent transparency of all sales activities - overview of revenues
  • Plan marketing projects and manage target customers and sales partners
  • Successful customer retention due to long-term optimal support of customers and projects

Here are our 10 tips for CRM implementation.

Efficient customer management

Our CRM module enables you to improve your customer relationships in an effective and sustainable way. By centrally managing customer and sales data and automating processes, you can concentrate fully on the needs of your customers and build long-term relationships. Thanks to smart interfaces, such as MS Teams integration, communication with your customers becomes even easier.

1
2
3
1

Management of all customer data

2

Detailed table view

3

Clear customer file with contact persons, documents, mails, offers, etc.

Automation of sales processes

The AXAVIA CRM module offers you the possibility to optimize your sales processes and increase your sales figures. Through the systematic collection and analysis of sales data, an efficient lead and opportunity management as well as the automation of sales processes you can react quickly and specifically to customer inquiries and optimize your sales activities.

Successful marketing

The AXAVIA CRM module offers you a central platform for managing and analyzing your marketing campaigns. From planning and implementation to success measurement and optimization you can efficiently and specifically control your marketing activities and continuously improve the success of your campaigns. This way you always keep track of your marketing campaigns.

1
1

Create surveys for prospects, customers or employees

1
2
1

Management and processing of product and service requests (tickets)

2

Management of chargeable tickets

Efficient service processes

AXAVIAcrm enables you to efficiently manage and process service requests. Through the systematic recording of customer requests, a fast processing and effective delegation of requests as well as the management of chargeable tickets you can optimize your service processes and increase the satisfaction of your customers.

Calculation and offer at the push of a button

The calculations with their own cost elements for the company-specific project types are simply defined and thus provide the structure for your calculation. You can use completely ready defined assemblies or individual components to add the working times. The positions, like equipment of the process technology, can be the result of the pre-project planning and can be used for the calculation. With appropriate markups for the individual positions and calculation types, you determine the sales price for your offer. With an automatic transition you generate the individual offer for your customer at the push of a button.

Improve business performance through targeted data analysis

AXAVIA's CRM module provides you with a comprehensive data analysis function that allows you to continuously improve your business performance. From the analysis of customer and sales data to the creation of reports and dashboards to the derivation of recommendations for action, you can make your decision-making processes more effective and targeted.

The CRM software of AXAVIA
offers you

AXAVIAorganizer

The organization largely determines the efficiency of many processes for a company. The better the standard topics of the organization are an integrated part of a business solution, the smoother the cooperation in the company will function. Topics such as address data, appointments or employees are included in the same way as contract management or improvement management. A knowledge database for all employees rounds off the range of functions accordingly. In particular, this module is an essential basis and should not be missing in any company.

  • Project and document management
  • Address management incl. online service for address registration
  • E-mail management incl. Outlook and Lotus Notes plug-in
  • Appointment management, activities & event management
  • Knowledge Management
  • Contract Management
  • Improvement system
  • Travel and duty planning
  • Notes, News, Bulletin Board & Discussion Groups
  • Available via desktop, app & web

AXAVIAsales

Sales targets, as a guideline for sales and as a plannable variable for every company, are the basis of budgets. The recording of business forecasts for your most important customers provides you with certainty in budget compilation. Deviations from the sales plan are transparent and rapid countermeasures ensure your company's success.

You record the key data of your projects and get an overview of the sales sorted by month and sales manager. In project planning, you have access to the expected partial invoices at any time and can optimally control your project.

AXAVIAsales integrates perfectly with AXAVIAorganizer and uses address management as a basis for marketing and sales.

  • Address Management & Address Qualification
  • Marketing campaigns & surveys
  • Lead & Appointment Management
  • Contact management according to Michael Port
  • Sales Organization & Sales Partners
  • Business contacts with resubmission
  • Customer documents & offer management
  • Customer Inquiries & Sales Opportunities

AXAVIAcalc

The calculations with their own cost elements for the company-specific project types are simply defined and thus provide the structure for your calculation. You can use completely ready defined assemblies or individual components to add the working times.

The items, such as equipment of the process technology, can be the result of the preliminary project planning and used for the calculation.With appropriate markups for the individual items and calculation types, you determine the sales price for your offer. With an automatic transition you generate the individual offer for your customer at the push of a button.

  • Cost structure
  • Calculation structure
  • Apportionment item
  • Product catalogs
  • Project and product costing
  • Offer transition

AXAVIAticket

A ticket system is a central management system for every service organization. It gives you an exact overview of your service requests and allows you to evaluate the use of service contracts at any time.

  • Service request management
  • Service contracts
  • Ticket system with web access
Cookie Consent with Real Cookie Banner