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.

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

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

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

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

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.

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.

E-Mail

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

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

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

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

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)