bpi Möbel - CRM mit SalesPerformer

Sales Performer

The CRM / xRM for the furniture industry and its sales organisations

Do you need clear relationship management with a predictable in your company, growth-oriented service and sales orientation? Would you like to optimise your turnover and sales figures and at the same time create a high level of customer satisfaction, with long-term loyalty as well as win new customers in a targeted manner?

Put your trust in the experienced professionals at bpi solutions – think big!

Link all sales-relevant information and processes into a transparent and evaluable tool to develop strategies to become more efficient and productive. Customer relationship management is therefore both the technique and the way to realize your growing business goals and to clearly respond to the needs of your customers.

Together with the CRM professionals from bpi solutions, you will achieve your goal.

Enthusiasm has a name – Sales Performer.

How does it work?

As a central CRM system for sales, the CRM application Sales Performer optimizes your sales processes. You track all processes, even mobile on your smartphone or tablet, and record customer values according to predefined criteria. The CRM software takes care of routine tasks for you, so you can focus on your customers and prospects. You always have a 360° view of all relevant topics and can provide information at any time.

Perfect functions for sales and marketing:

Cockpit / Dashboard

Any cockpits can be individually adjusted and provide a quick overview of all important information.
Creation of statistical cockpits with arbitrary PIVOT tables and graphs.
Employees create their own cockpit from many module templates, e.g., my tasks, my appointments or birthdays that are coming up soon.

Mobile Working

Sales Performer Mobile is for working in the browser and on all mobile devices. Available for all operating systems such as iOS, Android and Microsoft Windows, are the optimal solutions for working on the go.
Whichever device you use, PWA technology, with its responsive operating concept on the familiar Sales Performer interface, enables you to access your CRM data at any time on the go.
You can edit all the data with these mobile solutions. Appointments, tasks, phone calls and e-mails can be initiated directly from the application.
Customer data can be stored offline at any time, so that the data can be maintained in the furniture store even without an internet connection. Data maintenance such as placement status, photos of the berths, requirements for POS materials easily and smartly with the mobile device such as iPhone
Quick search or report capture via voice recognition of the according devices.

Placement Management

Placement overviews over 24 months after the status of the placement with flexibly adjustable values such as sales, quantities and order intake
Placement consideration can be flexibly adjusted, according to customers, associations, postal code, models and much more.
Colour classifications according to e.g. status, discontinued indicator can be flexibly adjusted
Discontinued models and variants will be presented in their own specific colour in the overview.
Placement maintenance with photos via mobile devices e.g., iPhone directly in the furniture store, also offline

Statistics and planning

Comprehensive statistics down to variant level in the standard version, e.g., target/actual comparisons, contribution margin considerations, complaint statistics, delivery time analysis and much more.
Statistics at all sales and product levels can be flexibly configured down to the depth of variants. Consideration via drill-down and PIWO settings.
Planned figures at all levels with automatic distribution to higher-level levels.
Automatic and regular sending of reports to the management team.

Leads & Sales Opportunities

The sells opportunity shows the entire sales process: Every action in connection with your prospect, is traceable – from the capture of a prospect (lead), through the offer phase, to closing and after sales.
Keep an eye on your competitors. A precise knowledge of the competitors as well as their strengths and weaknesses in the corresponding situation are recorded in the sales opportunity and enable adequate action.
Opportunities can be filtered across all fields.
Make accurate sales forecasts by evaluating all forecast data. The results can be recorded in the form of reports and displayed, for example, in the cockpit.
Locate the most profitable customers by performing an analysis of strengths and weaknesses, directly on the opportunity.

POS Materials

Overviews of all POS materials to choose from with value.
Record requirements directly in the furniture store with quantity and automate the processes up to dispatch in the company.
Transparency of the investment in POS material per retailer
Always be up to date on the status of open POS requirements

Adresses – Social Media

Contact data can be taken over and synchronized via business card scanners, interfaces, or via integrations such as Echobot. A full duplicate check will be considered.
Addresses can be managed by address type, such as company address or contact person. Categorisations, the assignment of customer numbers as well as input aids enable easy assignment.

Complaint management

Complaint workflows with defined process flows. Automatic logging of all work steps, so that there is transparency in real time.
The arrangement of any information such as end customer addresses, reasons, originators, status, service providers, etc.
Any documents such as reports and photos can also be attached to the processes via mobile service employees.
Automatic creation of service orders to external service providers via existing interfaces such as POS
Statistical evaluations of all information can be flexibly configured.

Calender and Appointments

Appointments are displayed in a daily, weekly or monthly view with integration from the Outlook Exchange calendar.
A team calendar shows the appointments of colleagues or, for example, planned customer appointments of the sales staff.
Date changes are moved there via drag and drop by sliding them to an empty time slot.
The appointments can be used to generate visit reports and follow-up activities such as tasks, requests for POS material, etc.

Tasks and reminders

The CRM software among other things manages requests, complaints, and service requests.
Tasks can be created as follow-ups with alerts and integrated into the calendar view.
Tasks can be delegated to other employees and followed up on.
When it is due, the alarm function informs the relevant employees.
The processing status of a task is displayed. The processing time of a task is also visible.
Tasks and follow-ups can be prioritized according to A, B, and C.

Events and training

Training courses in the furniture store or in-house can be recorded and documented on the go.
Any event, such as trade fairs, can be organised and managed with dates, participants, responsible people to contact and topics.
Targeted planning of resources and premises possible.
Contacts are invited via a personalised mailing and can sign up.
Make success measurable through comprehensive evaluations.

Documents and reports

All documents, whether letters, e-mails or contracts, can be managed centrally in your CRM software.
Standardised templates save valuable time in daily correspondence. Every document that leaves your company is in your company layout. Integrations with Microsoft Office products are a matter of course.
With personalised series of letters or series of e-mails, you can address selected contacts at the touch of a button.
Documents are archived.