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oxaion.de > Industry > Trade > CRM

CRM
Highlights

  • oxaion offers more than a classic CRM system: "Integrated Relationship Management" (IRM). It is fully integrated into oxaion and allows you to access all ERP-related events and map organizational structures in detail.

  • oxaion offers the possibility to map different sales organizations within a company into different business areas. This involves a division into units that are considered separately from an economic perspective. This is important for meaningful evaluations in financial accounting, cost accounting, and statistics.

  • The following divisions are possible: business area income statement, balance sheet per business area, cost center report per business area, reporting of internal sales, broken down by business area.

  • The integrated price/discount system supports many types of pricing. The system takes into account all agreements made with the customer, the association, or the group. Each business area can store its own prices and discounts and is thus free to design them individually.

  • Any number of addresses for a supplier or customer can be stored in the system, as different billing or delivery addresses are commonplace today. The variable address control also applies to fax, email, cell phone, or website.

  • Documents are issued according to the customer's wishes. These documents are then automatically generated in the desired language and quantity. Whether images, barcodes, texts, or even a photo of the clerk—there are virtually no limits to creativity.

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CRM IRM Notizerfassung zu einem Kunden CRM: Creating a note about a customer
  • The software can also output customer-specific item numbers and texts in parallel with its own definitions. This allows customers to place orders using their usual terminology and means they do not have to adapt to unfamiliar numbering systems. Customer-specific information (e.g., "delivery in the morning only") can also be stored in the system.

  • A tiered warning system ensures compliance with agreed limits. The clerk has an overview of credit limits, payment terms, and open items at all times. When the limit is reached, they automatically receive a message and can initiate appropriate measures, including delivery suspension.

  • oxaion supports the exchange of messages between companies via EDIFACT. This standard enables data exchange between two business partners, regardless of the software they use. oxaion customers also have access to the Datanorm standard interface for electronic data exchange.

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