complon® Business Solution xECM for SALES

Sales via Salesforce, Backoffice, and Service via SAP ERP are directly linked to each other. The status of the order can be tracked both online and on a mobile device, from the initial opportunity to offers, contracts, delivery, installation, acceptance, and servicing - all documents in place and at your fingertips.

LESS WORK IN THE OFFICE – MORE TIME FOR CUSTOMERS – the customer-related information and documents are centrally managed and automatically updated. Predefined templates are provided, documents can be created ad hoc or automatically in the Output Management, adjusted, approved, electronically signed, sent, and securely archived. All documents and emails can be easily stored or sent by dragging & dropping from your email client or the Windows file explorer. Collaboration across various roles and teams is made possible considering specific permissions. Documents can be shared securely within your company and even directly with the customer including electronic signature options.

Details

Business Solution with a complete set of capabilities:

Predefined Business Workspaces

For Sales, After Sales and Service: Customer, Opportunity, Offer, Contract, Sales Order, Service Notification, Service Order, Asset, Product

Seamless Integration – Salesforce, SAP, Microsoft 365

Deep integration into the leading systems (Salesforce, SAP, S/4HANA, SAP ERP 6.0, SAP CRM, Microsoft 365).

Intuitive work through integration in Microsoft Outlook, Windows Explorer, Web browser, Teams.

Integration with Supplier Record (Purchasing), Projects, Quality Management, Installed Base, Logistics

End-to-end Process and Data Model

Standardized filing structure and end-to-end metadata concept from Sales to Service and across all business applications.

Contract Creation Automation

Template and clause-based contract creation to increase contract quality and conformity.

Powerful Workflows with DocuSign Integration

Consistent electronic signature workflow with Auto-Store-Connector for DocuSign. Flexible, intelligent review and approval workflows.

Dashboards and Reporting

All the key information you need on your personalized start page. Automated reminders provide timely information about important deadlines and dates.

Intelligent Search

Full-text search, search for clauses and metadata, personal search templates, filters, columns, options for sorting, etc. make finding information extremely fast.

Document Comparison – Intelligent Viewing

Responsive in-place viewing. Easy comparison and highlighting of text differences in different documents or versions. OCR, comparing revised drafts of Office and PDF documents.

Compliance and Information Security

Records Management, Legal Holds to ensure compliance with data security requirements, Security by Design and features aiding the management of personal data (GDPR)

BENEFITS

• 360° customer transparency from sales to fulfillment
• Better preparation for the next customer/sales talk
• Development of new sales potentials from the customer base (installed base)
• Modular process-standardization enables comprehensive digitization and automation
• Key documents such as quotations, orders, project execution orders centrally available
• Improved customer orientation and the ability of sales staff to provide information
• International cooperation with customers across business processes
• Reduced storage costs