TOPIX CRM
Enhance Efficiency in Marketing, Sales, and Service with TOPIX CRM
Customer Retention Thanks to Clever Features
Detailed Revenue Planning
Detailed Revenue Planning By categorizing into customer groups, the expected revenue for any period can be precisely determined, and the current status can be reliably monitored. To assess whether and when the targets are achieved, revenue is displayed in a clear target/actual representation.
Email-Based Quotation Tracking
Sales projects can be automatically tracked via email. Using a freely chosen quotation value, it can be defined whether the quotation should be followed up manually or by TOPIX. This saves more time for important projects. The corresponding email forms are already pre-configured.
Sales Projects
Sales projects consolidate various planning steps and documents into one process, making information available quickly throughout the acquisition and sales phases. They can be designed simply but efficiently handle complex processes and can also be directly converted into performance projects.
Evaluations
TOPIX CRM provides modern graphical and tabular evaluations at various levels. In addition to the company level, it can be applied to the team, employee, and customer areas. The evaluations are complemented by practical target/actual comparisons.
Comprehensive Design Options
Creation and Archiving of Emails, Letters, and Protocols
With TOPIX, you can find all correspondence, appointments, and tasks in one central location. After a short time, you won't want to miss the clear presentation. Additionally, you can easily assign scanned documents to processes. The entire communication history is seamlessly depicted in the linking area of companies, individuals, and projects.
WYSIWYG-Editor
TOPIX provides a clear management system for your correspondence as a standard feature. Whether it's a letter, fax, email, or telephone and meeting protocol - you can use the fully integrated word processing with a WYSIWYG editor for professional communication. With the form editor, you can create uniform templates for documents, labels, envelopes, and much more.
Text Modules
You can choose the type of correspondence and one of the numerous templates with just a few clicks. Company and personal data are automatically transferred to the correspondence. Using the text module library, you can quickly insert predefined elements into the correspondence. Subsequently, each document can be printed, faxed, or emailed directly from TOPIX. The assignment and filing of correspondence happen automatically in the background.
Form Library
The form library ensures a corporate identity-compliant layout of your correspondence. Our proven standard forms are already included in the delivery. You can make individual adjustments (with our assistance if needed) during system implementation. All common text formatting and graphic components are possible here.
Practical Features to Support Your Sales
Customized Dashboard
The modular quick overview provides a good overview through graphical evaluations. In addition to widgets for sales projects and business graphics from various program areas, a daily calendar and a chat function are available.
Linking Area as Your Control Center
The linking areas serve as both an information center and a control center. With a click, you can create an email, note, appointment, or a new order. All associations are automatically entered. Before creating a new process, you can see the latest communication and everything relevant at that moment. Once the process is saved or printed, document management and archiving are also automatically done.
Comprehensive Feature Management through Categories
Comprehensive Feature Management through Categories The category system is exceptionally useful for creating selections for mailings, follow-up actions, and other targeted activities. Quickly identify your target groups based on various categories, notes, and activities - also in combination with revenue trends or responsibilities. Additionally, benefit from the ability to add, intersect, and subsequently narrow down selections. This can be used for both marketing and sales as well as for support. Here are some examples of the most commonly used applications:
- Industry assignment
- Company characteristics (revenue size, number of employees, founding year, etc.)
- Marketing (mailings, returns, surveys, gifts, invitations, competitive monitoring, etc.)
- Sales (leads, special offers, etc.)
- Call center or hotline
- Complaint management or grievance handling
Logging of All Data and Processes
TOPIX provides largely automated processes that use predefined parameters. Through access rights, you can give individual employees the freedom to adjust these default values. If you want to know when and by whom a deviation from standards was used and possibly receive evaluations about it, you can use the TOPIX change log. The basis is the logging of all data and processes. Since the currently active user is also saved with each change, you can see who, for example, adjusted conditions or increased the sales representative's commission for an item. Global evaluations of these changes are also possible. For instance, you can find out about any revenue losses due to a specific discount, if it was granted beyond the standard conditions such as tier and customer prices.
![TOPIX Rating Stars TOPIX Rating Stars](assets/images/2/topix_bewertung_sterne350-46061f02.png)
We are convinced of TOPIX as a first-class CRM solution. It covers all our requirements for a good tool. In addition, the service and support really help us.
Sophie S.
Information Technology & Services, 11-50 employees
Features: TOPIX CRM
Sales Projects
Sales Projects
- Automatic creation of a sales opportunity for new customers with predefined estimated values from your company
- Inquiry of mandatory information already during the creation of a new address, which is automatically stored in the customer master data
- Adjustment of the entire sales process to your personal needs
- Option for complete automation of status changes via customization
- Clear presentation of all commercial documents / contacts / correspondences per sales opportunity
- Sum display of the offered item groups within the sales project
- Automatic adjustment of the expected volume based on the items offered by the employee
- Upon order placement, automatic conversion into a performance project, including the transfer of the entire sales history
- In case of rejection of the offer, all documents are completed to ensure a clean database
- Furthermore, detailed reasons for the rejection are to be entered, allowing executives, CEOs, and sales managers to analyze the reasons for failure.
Dashboards
Dashboards
- Sales Statistics = Definition of sales targets, displayed in the sales dashboard and faded in
- Sales Opportunities = Display of all sales projects with the option to categorize by user, month, status, etc., and clear representation via Gantt chart
- Detailed revenue planning and analysis
- Definition of sales targets per representative/user, including the ability to differentiate between existing and new customer sales.
- In addition, the annual sales target can be broken down into individual months to provide your sales team with a better and detailed overview.
Quotation Tracking
Automatic Quotation Tracking
- Definition of volumes where it doesn't make sense for the sales representative to follow up manually
- Automatic follow-up in a total of 2 stages after sending the quotation
- The texts for each follow-up stage can be freely configured by you
- Automatic closure of the sales opportunity after three unsuccessful emails
Customer Prioritization
Automatic Customer Prioritization
- Option for automatic definition of priorities based on your defined criteria
- Evaluation of the priority history for traceability of sales support
Contact Management
Contact Management
- Capability to define time intervals to maintain customer relationships or customer loyalty.
- Capability to define actions (customer visits, phone calls, emails, etc.)
- Evaluation options for target/actual values
- Evaluation option for revenue development per customer.
Mail Merge
Mail Merge
A good integration into the information flow is also important when it comes to mailings. Utilize recipient information, flexible categorization, or other current values for precise selection of action-specific address lists. Automatically generated selection lists with addresses based on certain criteria can be further narrowed down and varied in multiple stages: For example, if you had already saved a selection of addresses for the preparation of a mailing and now want to compile additional addresses in the screen overview, all conceivable variations are available to you for targeted expansion or reduction of the selection.
You can:
- Add the existing selection to the overview
- Remove the selection from the overview
- Remove the current overview from the selection
- Cut selection and overview
- Remove common addresses from selection and overview
If necessary, manual optimization is also possible. Then you send the information as a letter, fax, or email. Fast printing functions and online interfaces work imperceptibly in the background. And finally, the program ensures that everything is automatically and carefully logged.
Categories
Categories
- Flexible, three-level hierarchical classification system for all companies and individuals.
- Unlimited entries with an arbitrary number of superordinate terms and category designations.
- References to the contact persons responsible for the category of the addressee.
- Free texts for general description.
- Ten user-definable text free fields, each with freely definable selection lists and default values.
- Four user-definable number, checkbox, date, and time fields each.
Communication
Communication Functions
- Separate output options and special functions for letters, fax, and email, as well as telephone and conversation logs
- Powerful, fully integrated word processing program with extensive formatting and layout options
- Automatic assignment of location-specific addresses, address types, and country codes
- Spell-check
- Text modules with area assignment
- Any number of sample letters or contracts can be retrieved
- Variable procedures for archiving incoming letters
Form Editor
Powerful Form Editor
- for the design of templates for letters, faxes, protocols, etc...
- Integration of nearly all database contents for automating document creation
- Inclusion of graphics in form templates and word processing documents possible (preferably from the image catalog)
- Management of attachments for all incoming and outgoing documents.
Comprehensive Email Functions
- Standalone or in conjunction with other mail clients, including reply and forward functions
- Unlimited email accounts for incoming and outgoing
- Variable signatures with prioritization
- SMTP authentication for outgoing emails
- Variable procedures for archiving incoming emails
Label Printing
Label Printing
- Unlimited label formats can be created as templates.
- Templates for sheets in formats from DIN A6 to DIN A3 in portrait and landscape orientations, in any layout.
- Graphical template editor with comprehensive word processing and design capabilities, including image integration.
Image Database
Image Database
- Central administration of image data in various formats for logos, company names, and other commonly used graphic elements.
- Referenced placement of these graphic elements in all print forms (to reduce required storage space).
Change Log
Change Log
Company Master Data
- Logging of all changes (including creation and deletion) of the main address and conditions
- Standard report (exportable to Excel) with the following columns: Company, Action (new/modified/deleted), Employee/User, Change Date, Changed Field, Old Value, New Value
Items
- Logging of changes (including creation) of all price- and quantity-relevant fields
- Standard report (exportable to Excel) with the following columns: Item, Action (new/modified/deleted), Employee/User, Change Date, Changed Field, Old Value, New Value
Invoices
- Logging of all manual price changes
- Standard report (exportable to Excel) with the following columns: Invoice Date, Invoice Number, Employee/User, Item, Item Group, Standard Selling Price, Customer Selling Price, Special Selling Price (with summation for the last 3 columns)
- If no manual price changes should be allowed: User-specific lock of fields for payment conditions, prices, as well as all discount and surcharge fields in the input masks of offers, orders, and invoices.
Other Highlights
Other Highlights
- Automatic address creation or update of detailed information from the imprint of websites, email footers, etc.
- Invitation function in the calendar for external participants or third-party companies via email (including Apple or Outlook calendar integration)
- CTI interface (connection to certain telephone systems)
- Survey system (currently in development)
- Integration with social media (currently in development)