Sales
Account managers and salespeople are always
under high pressure to succeed
With ROGLER | CRM you always keep your customers in focus
Sales.
From quick calculation to documentation: ROGLER | SOFTWARE supports you in your daily work.
Your skill and competence convince the customer: You need quick access to your customer data, the current status of your orders, as well as the upcoming offers.
Communicate Thanks to ROGLER software you always have your customers in focus. Special views allow you to keep track of which offers need to be followed up, where there is potential, which customer is currently producing which order in the company: take a look at the planning board – online if you want. You can always see where your customers’ orders are.
Calculate Your customers expect prompt answers to their inquiries:
Of course, you can also access your data online when you are out and about!
An intelligent calculation module lets you create an offer in just a few minutes with little input and send it as a PDF by email.
Document Maintain a comprehensive customer history with all important information at your fingertips with little effort. On this basis, you are always up to date and can give your contact person competent information if they have any questions.
With our plug-in for Outlook, all email traffic related to your offer can be automatically assigned to the customer history. Offers, emails and queries, special agreements, various documents, photos or visit reports – in short, all useful information is thus centrally available and helps to react quickly to the customer’s wishes.
Overview and task lists To-do lists make it easier for you to follow up on offers
Costumer history The customer history provides valuable information about your customer
Company Management
You are a member of the executive board. – Your decisions show the way and help your company move forward: You need reliable information about the most important key figures at a glance.
Purchasing
You work in purchasing – no production without material: You need information about the current status of material requirements and material deliveries, an overview of your warehouses and upcoming orders
Project Management
You are a project manager- your expertise is important: You need a fast and secure calculation tool, information about the current status of your orders, as well as the upcoming offers and insight into the current production plan.
Sales
You are a customer service representative and salesperson – your skills and competence convince the customer: You need quick access to your customer data, the current status of your orders and the upcoming offers.
Production
You work to ensure that production runs smoothly – you need clear production instructions, insight into the current production plan, the status of the individual jobs in the departments and the condition of the machines.
Warehouse
You are responsible for the warehouse – you need an overview of the warehouse, the current material requirements and deliveries as well as an insight into the current production plan.