Complementing the CRM instead of replacing it

Why field sales needs its own workspace and the CRM still stays.

8 min read

The CRM is the memory of sales. But it is rarely built for work in the field: too many fields, too many clicks, hardly usable offline. The result is notes on paper and data filled in at night.

A workspace on top of existing systems

SIMON does not replace the CRM, it builds on it. Customers, contacts and history come from the CRM, prices and orders from the ERP. What is recorded in the field flows back there. No additional database is created that needs maintaining.

• Field sales works in an interface built for the road
• IT keeps its system landscape and data sovereignty
• Head office gets more current and more complete data in the CRM

What IT wants to know

Which interfaces exist, where the data lives and how permissions are granted, we clarify in the first conversation. SIMON runs in Azure, AWS, your data center or on-premise.