Adelholzener Alpenquellen belong to the »Congregation of the Charitable Sisters of St. Vincent of Paul «. With the proceeds of the company - after investing to preserve long-term jobs - the religious community finances its social projects. Among other things, the Sisters of Mercy also run hospitals and retirement homes.
In 2009, the growing importance of the market and increasingly complex sales tasks made it necessary to replace the existing CRM system. According to Nejat Dogramaci, IT Manager at Adelholzener, Sales Manager Michael Hagl and Christoph Chaloupka, Sales Controlling, the successor system should be able to comprehensively depict sales and its processes and thus optimize them. The future-proofing of the new solution also played a major role for the customer. Adelholzener found all of these properties optimally combined in ProfitSystem.
Swift introduction
"First, the introduction took place in a pilot group, already with the full range of functions. The successful test phase was followed by the extension to the entire sales department. Overall, the introduction took only about six months," says Till Becker, responsible project manager at merkarion. The existing data from the detached legacy system was not lost, but was carefully transferred to ProfitSystem.
At Adelholzener, ProfitSystem supports order-entry and administration through exterior and interior service. From on-site order acceptance and commissioning through specialist wholesalers to billing control and feedback management, the entire process is now organized in a comprehensive, efficient and clear manner. Thanks to the fax connection, the simple processing of orders is also possible without any problems. Features include managing budgets, listings, and sales and revenue data. Appointments are documented by ProfitSystem in the same central and transparent way as advertising material, giveaways, travel expenses and travel books.
Seamlessly integrated
Seamless integration into the entire BI complex is ensured by the Lotus Notes connection and an export interface to CubeWare, which particularly benefits sales controlling in the preparation of analyzes and evaluations. The likewise integrated GEDAT connection simplifies the data exchange between Adelholzener and beverage wholesalers.
As mentioned earlier, future security was a basic requirement of the company. The fact that ProfitSystem fulfills this requirement to their full satisfaction is shown by the fact that Adelholzener is already planning to upgrade to the current version.
