All-in-one platform: CRM, SRM and ERP

CRM, SRM and ERP the smart complete solution

Task
The procurement process and purchasing for customers should be handled as fully automatically as possible. The system must be able to manage a large number of suppliers and customers in a stable, secure and fast manner.

Result
A platform for all POOL-ALPIN users, on which complex data flows together and which remains simple and user-friendly to use. Four different portals interlock: customer portal, supplier portal, admin portal and online store.

Über 600 Unternehmen aus der Seilbahnbranche und Gastronomie haben sich unter der Flagge von POOL-ALPIN zu zwei Einkaufsgemeinschaften in Österreich und in der Schweiz zusammengeschlossen.

Our services

Overview of all offers

POOL-ALPIN customers report their requirements. The customer service team forwards the request to the appropriate suppliers and as soon as everyone has responded, customer service creates an overview of all offers and sends this price list to the POOL-ALPIN customer as a PDF.

Create follow-up documents quickly and easily

POOL-ALPIN customer service can generate orders and later invoices from inquiries in no time at all. Items are found in seconds, price discounts are stored and items can be moved as required and supplemented with text modules. A clear invoice PDF is created with just a few clicks.

Activity history in the sidebar

In order to always have an overview of what was changed when and by whom, all editing steps can be traced in the sidebar. This means that every step can be tracked. This transparency and traceability are particularly important, as POOL-ALPIN customer service as well as POOL-ALPIN customers and suppliers can edit process-relevant data in the CRM-SRM system and place inquiries and orders.

Manage employees, authorizations and responsibilities

In the portal, POOL-ALPIN customer service, customers and suppliers can assign roles to the assigned employees, select the main contact person and store billing contacts. Customers can be assigned »requirement topics«, which makes it easier to select people when assessing requirements.

Assign and check order limits

POOL-ALPIN customers have the option of assigning order limits to their employees. Each company can decide for itself whether it wants to approve or reject the order if the limit is exceeded. This allows companies to keep an eye on the purchasing behavior of all employees.

Overview of all offers

Create follow-up documents quickly and easily

Activity history in the sidebar

Manage employees, authorizations and responsibilities

Assign and check order limits

Outcomes

20 %

more orders than in the previous year.

>30 %

Increase in sales last year.

Self-service meets flexibility

Self-service and customer service need not be a contradiction in terms. POOL-Synergy is designed in such a way that customers and suppliers can work with the supplier and customer management software completely on their own initiative. They also have the option of involving POOL-ALPIN customer service at any time and placing orders or making enquiries by telephone. Customer service enters the order into the system.

7-self-service — Employee management with self-service: customers manage employees, create logins and set order limits in their own portal.

Customized document flow

The document flow is the heart of Synergy and simplifies the workflow between customers, POOL-ALPIN and suppliers. There are four ways to trigger a purchase order:

Inquiries
POOL-ALPIN customers submit an inquiry, which is forwarded to relevant suppliers to submit a quote. The customer selects the best offer from the price comparison list.
Demand surveys
POOL-ALPIN surveys the requirements of all customers to determine the total demand - for example, if there is a winter diesel promotion. This enables volume discounts from which all customers benefit.
demand reports
Customers can easily report their orders via individual requests. .
Store orders
Customers can place orders in the online store at any time of the day or night.

The orders are forwarded to the suppliers as orders. Once the order has been completed, POOL-ALPIN sometimes invoices directly or issues credit notes.

8-belegfluss — Tailor-made document flow: Optimized workflow between customers, POOL-ALPIN and suppliers.

Product import in a matter of seconds

Product import is extremely fast: up to 16,000 products are imported per minute and in some cases updated daily. This speed is essential in a system with over 4.5 million products from over 200 different suppliers.

Data quality varies from supplier to supplier, which is why such a large range needs a reliable control system. All imported products are thoroughly checked for irregularities such as missing images or price changes. This filtering process ensures that the product list remains error-free and clear.

9-import — User-friendly interface for product import: shows status, price changes and enables manual adjustment and release of articles.

Simple product management and maintenance

Imported products are easy to manage and maintain. In addition to individual categorization, they can also be classified and found more easily using the ECLASS classification system. Products can also be linked to each other as variants, which can also be distinguished by different attributes. This rationalizes and standardizes the variety of products and ensures clarity and user-friendliness.

10-produktverwaltung — Variant function: Linking of product variants for a clear and simple selection in the store.

Master data for customers and suppliers

In master data management, people can be created and assigned to customers or suppliers. There is a wide range of master data such as contact details, bank details, conditions, documents and other details that can be stored.
The advanced functions of master data management provide companies with the control and clarity they need to optimize their business processes and ensure a smooth exchange of information.

11-stammdaten — Customer management: Clear maintenance of basic data, employees, documents and conditions.

Modular front end

Uniform, intuitive design with recurring elements in all three portals (customer, supplier and admin portal).

Domain Driven Design

Focuses on the precise modeling of the business domain to ensure that software solutions are closely linked to business requirements and processes.

Message Queue

Enables time-delayed operations such as mail dispatch, product import and indexing in the background - for better performance, reliability and load distribution.