Software > Sales and Marketing > Customer Relationship Management (CRM) > Sunrise Software Relations
The tool for your success

Sunrise Software Relations

The tool for your success

Version:  7

 
 
 
 
 
 
 
 
Demo version

What is Sunrise Software Relations?

The highlights by application area

Sunrise Software Relations© offers extensive functionalities that efficiently support your office and field staff - in marketing, service, sales, support and project management.

CRM in sales

More efficiency for higher sales

Sunrise Software Relations© helps your employees with all sales processes such as supplier relationships, relationships with interested parties and business partners and, of course, customer relationships in particular. With the dashboard for contact information, you have all relevant data in one overview, even including data from external systems. Functionalities such as the management of offers and sales opportunities as well as individual annual planning with the dashboard lead to a successful overall view of sales activities. The search within the integrated document repository for contacts, companies, projects and e-mail attachments leads efficiently and quickly to the required data.

  • Sales dashboard
  • Company and contact management
  • Task and appointment management
  • Visit planning
  • Activity history
  • Project management
  • Sales opportunity management
  • Annual sales planning
  • E-mail integration (Outlook, Groupwise)
  • Contract management
  • Enquiries/orders/delivery notes/invoices
  • Quotations/orders/invoices/credit notes
  • Determination of cross/upselling potential
  • Document storage with full text search
  • Smartphone synchronization
  • Integration in Office programs
  • Interface to social media (Xing, Facebook)
  • CTI/TAPI - telephone integration

CRM in the field

The mobile customer relationship management solution - secure and available everywhere

Tablets and smartphones ensure mobility and more and more service and sales employees need access to company data while on the move. With our Relations Mobile solutions, all important functionalities and data are always available online or offline. Secure transmission, secure access and accessible from anywhere at any time.

  • 360-degree view of customer files
  • A uniform, user-friendly interface online and offline
  • visit planning
  • Purchase history
  • Geo-coding of contact addresses
  • map reporting
  • Product information on the installed base
  • Relations Mobile offline access, direct access, web app

CRM in marketing

Successfully manage customer relationships

Plan and control multi-level, individual marketing campaigns with the help of our extensive marketing functions. Of course, extensive evaluation functions are also available. Inbound and outbound, the call center can work with internal and external databases and reliably generate first-class leads.

  • Campaign management
  • Advanced search and selection functions
  • Serial invoices from campaigns
  • Duplicate cleansing
  • Personalized serial mails, serial letters
  • Lead management
  • Qualification of interested parties
  • Trade fair report with master data synchronization
  • Individual evaluations and reports
  • Telemarketing
  • Customer potential analysis
  • Call center
  • CTI/TAPI - telephone integration
  • Text modules

CRM in service and support

Smooth support for more satisfied customers

The integrated service modules from Sunrise Software Relations© ensure a smooth and efficient exchange between the front office and back office. Customer inquiries are automatically assigned to the relevant employee or queue, processed and resolved in a process-controlled manner.

  • Service requests/ticket system
  • Helpdesk
  • Queues
  • Knowledge database
  • Complaint management
  • Product catalog with product modules
  • Escalation management
  • Installed base management
  • Service contracts
  • Analysis reports

CRM in project management

Time recording and project planning - simple and efficient

Simple and user-friendly time recording and personnel planning, efficient reporting and management of time quotas for maintenance and service contracts make your projects faster, more cost-effective and clearer. For example, the project manager can transfer employee planning directly to the team members' diaries.

  • Current project status
  • Planning of personnel and projects with Gantt chart
  • Project time recording or ticket time recording
  • Time accounts and activities
  • Management of time quotas for maintenance and service contracts
  • Reporting project overview and evaluation, utilization wheel
  • Milestone management

The software is divided into the following modules:

  • Relations Basic
  • Sales Basic
  • Sales Professional
  • Sales Enterprise
  • Service & Support
  • Project planning and time recording
  • Relations web app
  • Synchronization Connector
  • Relations Software Development Kit (SDK)

Target groups:

You too can benefit from our extensive experience

Sunrise Software Relations© is used successfully in a wide range of industries. We have already developed a large number of industry-specific functions that make it much easier for you to implement individual requirements.

We would be happy to introduce you to satisfied customers from your industry - please contact us!

  • Automotive industry and suppliers
  • Plant and mechanical engineering
  • Banks and financial service providers
  • Construction and construction suppliers
  • Authorities and corporations
  • Service sector
  • design
  • Electronics, electrical engineering and high-tech
  • Food industry and trade
  • Healthcare, medicine and pharmaceuticals
  • Real estate and real estate service providers
  • Capital goods
  • Trade, retail and wholesale
  • Consumer goods
  • Software and information technology
  • Metal processing
  • Transportation and logistics
  • tourism
  • Chemicals
  • Media and publishing
  • Public institutions
  • Manufacturing companies
  • Insurance and administration
  • Mail order companies
  • Associations and non-profits

References:

  • Frischeis (JAF International Services Ges.m.b.) in Germany, Austria, Hungary.
  • Hopferwieser AG in Austria
  • Kiska GmbH in Austria
  • Feratel in Germany and Switzerland
  • Liechtenstein Tourism in Vaduz
  • Copa-Data GmbH in Germany, Austria, Italy, France, Asia (major BMW and KRONES software supplier)
  • Prozesstechnik Kropf GmbH in Germany
  • IPETRONIK
  • German Copper Institute
  • Rossmanith GmbH
  • Call Center Association Germany
Contact information:
Mr. Ives Brockmüller
040-60774270
Links & Downloads:
Information
direct to webpage
Success story
direct to webpage
Software exposé
request URL

Functions (excerpt) of Sunrise Software Relations:

Acquisition management
Additional database fields
Address and contact lists
Address Books
Address management
Area marketing
Article, customer and invoice numbers
Automated price recommendations
Calendar and appointment management
Campaign management
Central address management
Client management
communication
Complaint Management
Computer Telephony Integration (CTI)
Contact management
Contact persons
Contact persons
Contact planner
Contract management
CRM
CRM interfaces
Cross-selling
Customer account overview
Customer accounts
Customer data
Customer data import
Customer display
Customer frontend
Customer groups
Customer history
Customer management
Dashboards
Delivery addresses
Discount system
Discounts
Duplicate functions
E-Mail dispatch
Electronic files
Field service management
Geographical display
Geotargeting
Group structures
Kundenbackend
Lead management
Listing of customer purchases
Mail merge functions
Mailings
Master data management
Migration of addresses
Mobile data collection
order creation
Order management
Phone logs
Price lists
Price management
Project Management
quotation management
Report management
Resubmissions
Sales opportunity management
Scheduling
Service field operations
Service orders
Synchronization functions
Task management
Ticket processing

Price

from 498.00
EUR
plus 19% VAT
per client
Relations CRM Standard

Get to know the software better! Request a video appointment for a personal presentation!

Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
yes
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Maintenance:
for a fee
Customizing:
possible for a fee
First installation (year):
2001
number of installations:
160
Manufacturer based in:
Germany
Training:
for a fee
Hotline:
for a fee
Installation support:
for a fee
Documentation:
Manual, Online Help, Demo version, Technical documentation
Dialogue language(s):
German, French, English
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android
Old Compatible Operating Systems:
Win 8
Win 7
Blackberry
Win Phone / Mobile
Data storage medium:
DVD
CD-ROM
Download
Flash memory

Sunrise Software Relations is listed in the following categories