Digitization supports workflows and simplifies approval processes

Digitalization in the office? It goes beyond email, Word, Excel, or the use of financial software. It involves automated processes – from project creation to controlling and invoicing, just to name an example. Or consider the area of service and support. Digitalization supports workflows, simplifies approval processes, and enables timely and reliable responses to customer inquiries with the latest data. Of course, it also reduces paper consumption – receipts can now be scanned, processed, and stored automatically. Similarly, incoming invoices can be automatically detected, booked, and authorized. Another advantage of automated processes is that tasks can be carried out with consistent high quality, even with changing teams at different locations.

The right solution for your project

For over 20 years, CRMFIRST has supported medium-sized and large enterprises with their individual requirements, drawing on experience from over 250 project implementations.

We have numerous partnerships with various CRM solution providers, and our product portfolio is complemented by a wide range of consulting services.

proMEMBERS

Membership management, fundraising, donation management

proGDPR

EU-compliant GDPR management

proEVENTS

Event management, event planning, and execution

proCONTRACTS

Contract creation, contract management, and contract controlling

Digitalization simplifies workflows

More efficiency, traceable processes, less bureaucracy, always up-to-date data, and consistent transparency – these are some of the advantages of digitalization for companies in the service sector. It affects all areas: from procurement to customer management, accounting, and contract management. In every segment, digital solutions can, when integrated, provide companies with competitive advantages and improve the customer experience.

Take contract management as an example. What is complicated today can become almost effortless with a digital solution that includes approved text modules, embedded approval processes, deadline regulations, and clearly defined workflows. This not only relieves employees from the creation and monitoring of contracts with partners and suppliers but also avoids potential disadvantages from missed deadlines or changes in conditions. A digital solution keeps these in check.

However, to implement digitalization comprehensively and successfully, it is essential to know, analyze, and meaningfully map the processes within a company in digital systems. Only with a coherent and company-specific digitalization strategy can the full potential be realized.

CRMFIRST as a Strategic Solution Partner

For over 20 years, CRMFIRST has been combining technological advancements with expert consulting. As a CRM and digitalization specialist, they provide intelligent industry-specific and end-to-end business solutions. They are a trusted partner for many companies in the finance and insurance sector who use Microsoft Dynamics 365. In particular, their proSUITE solutions, specifically designed for Microsoft Dynamics 365, enable businesses to implement their CRM and customer engagement projects quickly, effectively, and economically, while seamlessly embracing digitalization.

heineken case

How Heineken Increased Contract Creation
by 213% per Week in Just 4 Months
with the Beverage Add-on from proCONTRACTS

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