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Energizing customer service with intelligent automation
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Customer Relationship Management (CRM) software enables companies to be customer-centric. CRM provides insights into each customer's history, preferences, and interactions with your company, so you know how to improve loyalty and retention.
A comprehensive suite of AI-enhanced applications that support sales, marketing, service, and field teams—empowering you to deliver personalized experiences at every touchpoint.
New to CRM? BE-terna CRM Start equips you with the essential tools to manage leads, track interactions, and close deals - without the complexity or cost of an enterprise platform.
Business owners and managers apply CRM to get insights into customer behavior, preferences, and trends. You can use this information to make informed decisions, set strategies, and allocate resources effectively.
With intelligent CRM software, businesses achieve:
Shorten your sales cycles and take control of your sales funnel.
Deliver the right message at the right moment to the right audience.
Impress your customers with exceptional service experiences.
Boost the productivity of your field service technicians.
Strong growth, different sales processes, and decentralized documentation made a new customer relationship management (CRM) platform essential for iDM Energiesysteme. Together with BE-terna, iDM implemented Microsoft Dynamics 365 Sales to standardize sales processes and manage customer data, leads, and opportunities across several countries. The company later expanded the Dynamics 365 CRM platform with Customer Insights and Customer Service. Today, five locations use one platform, all leads are documented in the CRM system, and sales, marketing, and service teams have a shared view of customers and the international sales pipeline.