In order to be able to optimise the further development of its sales structures, Jung Zeelandia was looking for an IT solution that could precisely map and support all the necessary business processes. In order to obtain an accurate requirement profile, Dr Eberhard Nöfer from the University of Coburg was initially called in as an external consultant. He worked with the company to undertake a comprehensive analysis of the processes and workflows. Only then did the actual search begin for the ideal solution – and this led to ProfitSystem.
Flexible solution for complex processes
“Large sections of the required features were already available in our standard modules,” explains Thomas Merchel, senior consultant at merkarion and the project manager responsible for Jung Zeelandia. “And thanks to the extensive options for customising ProfitSystem, we were able to completely close the remaining gaps for analysis with no trouble at all.” Important processes, such as the coordination and organisation of specialist consultants, price enquiries to headquarters and expense management, can be easily tracked and handled in ProfitSystem. The many options it offers for the management of customers, contact persons, orders and appointments make life easier for both the field sales team and the sales office staff.
The organisation of the order entry, from acceptance through to final feedback, was a complex task. It was necessary to systematise a number of different processes and order types. “And as there are a great many different items, the work of the user has now been simplified because ProfitSystem suggests certain items which are particularly attributed to the respective customer,” says Thomas Merchel, explaining a special feature. “The orders are then directed to Customer Service, which manages these by e-mail or fax, for example.” The responsible employee is continually informed of the further processing and current status of the order.
Continuous system optimisation
ProfitSystem was rolled out at Jung Zeelandia in stages. Following the testing of a subset of the processes by a pilot group, the remaining workflows were also extensively tested before the CRM system was finally rolled out across all sales regions. In total, this process took around 18 months. But merkarion’s job did not end there: Working closely with the customer, the processes are still being continuously adapted and optimised.