Customer relationship management (CRM)

Everything regarding your business partners

With Projektron BCS, you have a powerful CRM tool set at your fingertips.


Customer data

Centrally managed and clearly presented

Address, telephone number, position in the company and much more: In the Projektron BCS customer database, you can quickly access anything about your business partners.

Whether it's a customer manager or a project manager – everyone involved can access the current information of your customer organization and have the most important key data displayed on a clear customer board.

Once saved in Projektron BCS, you can easily reuse the contact data of your business partners – for example in invoices, offers or newsletters. Repeated data entry is no longer necessary.

Preparing offers

Invoicing

Customer communication

Uninterrupted and transparent

After a personal meeting, telephone call or a training seminar: You can quickly enter all important facts that were discussed with your customers, interested parties or service providers in the contact history feature of Projektron BCS.

Moreover, Projektron BCS can import your e-mail correspondence with external business partners directly from your e-mail server and assign them to the right persons in the contact database based on the address data.

As a sales employee, you can also see at a glance whether your communication is in order or whether you need to call a contact partner. The traffic light controlling lists your contacts with the corresponding traffic light icon. If a traffic light changes from green to yellow, it is time for you to contact your business partner. A red traffic light signals that the planned period for contacting has already expired.

Standard interfaces

Digital newsletter

Ergonomically prepared and elegantly designed

With the Projektron BCS newsletter function, you can always keep interested parties or customers in mind: Thanks to the powerful Projektron BCS search function, you can comfortably and reliably find  newsletter recipients in the address database. You can also specify which sender address is to be shown if emails are sent directly from the Projektron BCS interface. You can copy existing mailings – the subject, text, file attachments and, if necessary, the recipients will all be copied too.

You can also copy the recipients from other circulars, or specify whether to send a serial e-mail despite an existing suspension, or whether the recipient is to be removed from the next copy. You can also specify whether a circular should be sent immediately or at a scheduled time and date.

Whether it's a Dr. or a Prof.: Projektron BCS automatically selects the correct title for each recipient. With HTML formatting, graphics and any type of file attachment, you can stylishly round off your newsletters.

Turnover forecast and acquisition maintenance

Calculated forecast

In Projektron BCS, your acquisitions show you the income you can anticipate in the future. This allows you to analyze important values, such as the probability and amount of acquisitions or predicted closures, at a glance.

If you make specific quotations later, you can take them into account in your acquisitions. If values or the status of your quotation change, Projektron BCS adjusts your acquisitions accordingly. This way your acquisitions are up to date, giving you a well-founded turnover forecast.

Contract management

Keep an eye on deadlines

Contract terms, cancellation periods and scanned contract documents can be quickly entered and conveniently managed with the contract management module. You can view all proportional costs for your current contracts and see their current status at a glance.

If a termination date is approaching, Projektron BCS informs the employee responsible by email and requests a statement. The employee responsible can call up the feedback function with a single click and can indicate directly in Projektron BCS how to proceed with the contract.

Customer login

For more transparency

Does your customer want to be regularly informed about how far along their project is? As a project manager, you can now relax when confronted with this request: You simply install a customer login in Projektron BCS and then the customer can independently obtain relevant information whenever they need it. It is of course up to you which project data can be seen with the customer login.

User permissions management

Connection to the telephone system

Well informed about callers

Making phone calls is part of contact maintenance and customer management. Projektron BCS makes it convenient and reduces the number of clicks: If a customer who is entered in the Projektron BCS contact database calls you, you can immediately call up their name and all relevant contact information.

This way you can react quickly and for example already enter a memo for the call during the conversation. If necessary, you can also mark this as "confidential" so only specific persons can see the entry.

Conversely, one click on the link of a telephone number is sufficient – and you are connected with the desired interlocutor, regardless of whether they're internal or external.

Telephone systems (CTI)