Everyday scenario: “The sales team is on the road – and everything runs smoothly.”
A mid-sized machinery distributor employs three field sales representatives. One of them, Markus, is on his way to visit an existing customer when the customer calls at short notice:
“Could you also bring a quote for the spare parts? And do you know what the current stock situation looks like?”
In the past, this would have been a stressful moment: calling back to the office, tracking down information, searching for documents – and always the risk of working with outdated data.
Today, Markus simply opens piaX-CRM. He is currently offline due to poor reception – but that’s no problem.
The result:
Markus has immediate access to all customer information directly in piaX-CRM: recent orders, contact persons, and the complete customer history.
Using the Price & Stock Information add-on module, he can instantly check current inventory levels.
He creates the new quote directly on site using the quotation pre-entry feature – no laptop, no office involvement required.
All relevant documents, photos, and emails are centrally available in piaX-DMS, clearly structured and always up to date.
After the meeting, everything synchronizes automatically back to the office and into the proALPHA ERP system. No duplicate data entry. No errors.
By the time Markus gets back into his car, the inside sales team has already sent the final quote. The customer is impressed by the speed and professionalism of the entire process.
The value for SMEs:
Faster response times, fewer follow-up questions, seamless processes without media breaks, and significantly higher data quality – resulting in a far more efficient sales organization that spends less time on administration and more time with customers.
