More than just a tool: Our path to the new CRM | On-Demand

How does a CRM system become more than just a tool? In this presentation, you will gain a practical insight into the CRM journey of FormMed HealthCare GmbH - from the start to automation and the AI outlook.

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On-demand

Available anytime and anywhere

Who is this relevant for?

Sales managers, CRM and IT managers and companies that want to automate processes and make them fit for the future.

Speaker

Christian Pfänder, Head of Sales, FormMed HealthCare GmbH

What you can expect

Christian Pfänder, Head of Sales, gives a practical insight into the CRM journey of FormMed HealthCare. The company is the market leader in the field of orthomolecular therapy and micronutrient medicine - with over 430 preparations and the highest quality standards. Due to strong growth and the complexity of the business model, it was clear that the old CRM system could no longer fulfil the requirements. "We needed transparency, scalability and automation - and a solution that understood our complex processes".

  • How processes such as lead scoring, calendar synchronisation and the direct connection to the web shop and ERP system take the strain off the sales force
  • Dashboards & Power BI integration for real-time reporting and clear control
  • Practical examples of automation and increased efficiency
  • Outlook: AI-supported appointment preparation, automated call summaries and chatbots for 24/7 availability

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