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Sales & Marketing Management with Haufe X360

Discover how a CRM system can help you better understand your customers, create personalized experiences, and ultimately drive your company's growth.

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Webinar

Highlights

Advantages

Functions

Contact

Successful Customer Management:
Succeed with efficiency and strategy

The Haufe X360 system includes a CRM system that is seamlessly integrated into the entire platform. A key advantage of this integration is that both the ERP and CRM systems are networked within a single software solution. This allows all customer information to be utilized across all relevant program areas, such as marketing, sales, or support.

Haufe X360 offers a unique feature compared to other ERP systems: a 360-degree view of customer and prospect activities. This means that employees have direct access at all times to all quotes, invoices, and support cases associated with a contact.

Furthermore, dashboards and reports provide real-time sales data to help your employees manage forecasts, quotas, and results. These features can not only increase your company’s success but also enhance customer satisfaction.

Win orders faster – Retain customers long-term

  • Improved customer loyalty
  • More effective sales and marketing processes
  • Improved analysis and reporting

WEBINAR

Haufe X360 CRM in Practice - Efficient processes, satisfied customers

How can you manage sales processes efficiently while maintaining an overview of all customer data?

In this webinar, you will get to know the Haufe X360 CRM module in a practical way and learn how to bundle customer data centrally, automate sales processes, and make informed decisions based on meaningful analyses.

Our expert from MDIS will show you live how modern CRM works in practice and how you can use it to make your sales sustainably more successful.

Register now for the free webinar!

Highlights of the CRM system

Experience with Haufe X360 CRM how you can efficiently manage and sustainably improve your sales, marketing, and service processes. This creates the foundation for long-term business success and enthusiastic customers.

Management from lead to sales quote

Keep an eye on your entire sales process – from the first contact to the finished quote. With clearly defined workflows, intelligent automation, and a central database, you can manage your acquisition efficiently and purposefully. This allows you to avoid duplicate data records, reduce your team’s workload, and make informed decisions based on transparent evaluations.

  • Automatic duplicate check for clean and consistent data

  • Efficient lead management along the entire sales process

  • Structured and optimized workflows from initial contact to quote

Marketing functionalities

Manage your marketing based on data and sustainably increase your conversion rates. With integrated analysis and automation functions, you can plan, monitor, and optimize your campaigns efficiently – for maximum impact with minimal effort.

Keep budgets, performance, and target groups in view at all times and specifically develop your marketing strategy further.

  • Real-time dashboards for transparent campaign analysis and performance tracking

  • Automation of marketing processes and targeted segmentation of your target groups

  • Holistic management of the customer lifecycle for long-term success

Customer Support

Provide your customers with first-class service using a central and efficient ticket system. Capture inquiries directly, assign them in a structured manner, and noticeably shorten your response times. Through central data, automated processes, and transparent evaluations, you increase not only the efficiency of your support team but also the satisfaction of your customers.

  • Efficient ticket system for structured and fast processing of inquiries

  • Clear dashboards and email templates for maximum productivity

  • Central access to all relevant customer data – available anytime and on mobile

Advantages of the CRM solution integrated into the ERP

360° view of customers and prospects

Access all relevant information centrally – from quotes and invoices to support cases and the complete contact history. This allows you to maintain an overview of your customer relationships at all times.

Reports & Dashboards

Use preconfigured and customizable dashboards and evaluations to analyze and specifically manage your sales performance in real time.

Mobile Use

Stay flexible at all times: With the Haufe X360 app, you always have your entire sales funnel in view – regardless of location or device.

All functions of the CRM module

In this section, you will find an overview of the most important functions of our CRM module. Discover how you can digitalize, structure, and efficiently manage your sales, marketing, and service processes.
Optimize sales processes
Bundle all customer data centrally in one system and create the foundation for transparent and high-performance sales. Through seamless integration into your ERP, you can access complete and up-to-date information at any time. Automated workflows, intelligent lead prioritization, and structured sales processes help your team work more efficiently and specifically tap into new sales potential.

  • Transparent overview of leads and sales opportunities

  • Automatic duplicate check with individually definable criteria

  • Individually customizable real-time dashboards

  • Brand-compliant email templates for consistent communication

  • Fast lead capture and clear management

  • Easy conversion of leads into concrete sales opportunities

  • Structured processing and seamless logging by your sales team

  • Opportunity management with stages and integrated forecast calculation

  • Automated workflows for sales processes and approvals

Manage marketing successfully
Manage your marketing activities in a targeted and data-driven manner. With Haufe X360 CRM, you can continuously plan, analyze, and optimize your campaigns – for higher conversion rates and better alignment between marketing and sales. Automated processes and intelligent evaluations help you identify potential early and efficiently develop your measures further.

  • Comprehensive campaign management for planning, implementation, and analysis

  • Targeted management and optimization of all marketing activities

  • Transparent tracking of revenue and expenses

  • Capturing and merging of leads from various sources

  • Individually customizable dashboards for real-time insights

  • Tracking of sales opportunities in a marketing context

  • Targeted segmentation of customer data via marketing lists

  • Holistic lifecycle management including activity tracking

Automate support
Automate your support processes and sustainably reduce your team’s workload. With the integrated ticket system, inquiries are captured centrally and automatically forwarded to the correct contact person. By using FAQ systems, AI, and self-service portals, you enable your customers to resolve many issues independently – while significantly shortening your response times.

  • Shortened response times and reduced support costs

  • Individually customizable dashboards for full transparency

  • Automatic creation of tickets from emails, B2B portal, or Outlook add-in

  • Flexible assignment of tickets – automated or manual

  • Structured and efficient processing within the team

  • Location-independent working thanks to browser-based use

  • Standardized email templates for fast and consistent responses

  • Integration with order management for subsequent deliveries

  • Link with service management for on-site appointments

  • Connection to contract management for support contracts

Integrated Customer Portal
Offer your customers a central platform for communication, service, and collaboration. The fully integrated customer portal from Haufe X360 seamlessly connects ERP and CRM, creating a consistent, digital customer experience. Your customers can access relevant information at any time, manage their data independently, and benefit from fast, transparent processes.

  • Central platform through integration of ERP and CRM

  • Independent maintenance and updating of customer data

  • Real-time information on inventory and prices

  • 24/7 ordering options including status tracking

  • Access to historical financial and document data

  • Secure exchange of documents

  • Individually controllable product catalogs

  • Self-service for account management and support inquiries

  • Seamlessly integrated ticket management

  • Knowledge base for fast and independent problem solving

CRM Add-in for Microsoft Outlook
Connect your email communication directly with your CRM. The Microsoft Outlook add-in automatically synchronizes incoming and outgoing emails with your Haufe X360 environment and provides all relevant information centrally. This allows you to access customer data directly from Outlook, document your communication seamlessly, and create new data records or support tickets with just a few clicks.

  • Automatic processing and assignment of e-mails

  • Synchronization and reconciliation of data records in real time

  • Direct access to all relevant information from within Outlook

  • Seamless logging of your entire correspondence

  • Fast creation of new data records and support tickets

All data from your Cloud CRM at your fingertips everywhere

Access your CRM system anytime and from anywhere. With the Haufe X360 app for iOS and Android, you remain flexible and ready for action – whether in the office, on the road, or directly at the customer’s site.

This allows you to respond faster to inquiries, keep all important information at hand, and provide your field service team with a decisive advantage.

  • Full access to the complete CRM system – anytime and anywhere

  • Real-time retrieval of all relevant information

  • Ideal for mobile use in field service

Digitalization does not start with software. It starts with the decision to work better.

Let’s clarify in a brief strategy meeting how Haufe X360 can simplify your processes and make your company scalable.

No standard presentation – but an individual conversation about your goals.

Complimentary initial consultation