Lengthy manual processes reduced to one click
Summary
About cobra CRM
cobra CRM is a German provider of address and contact management. The company has over 18,000 customers from all industries in German-speaking SMEs and places great emphasis on data protection and data security.
cobra CRM digitizes SEPA mandates, offers and contracts
One of the most common use cases for cobraCRM is the SEPA mandate. Thanks to the deep integration of Paperless into cobra CRM, cobra CRM employees can send personalized SEPA mandates to customers with just one click. In addition to the standardized SEPA mandate, offers and contracts are also processed via Paperless. In addition, cobra CRM sent all partner contracts via Paperless for the first time this year. In the past, these were also created manually and sent by post, which resulted in high postage and processing costs. With Paperless, 70% of contracts were successfully concluded digitally by partners after just 3 days.
Lengthy manual processes reduced to a single click
SEPA mandates were previously printed out by customers, sent to cobra CRM by post and the data from the form was manually transferred to CRM by cobra CRM employees. With Paperless, cobra CRM employees can send the SEPA mandate directly from the CRM. Customers fill out the form online and the data is automatically transferred back to cobra CRM. This reduces the processing time for SEPA mandates from 15 minutes to one click.
This is why cobra CRM relies on Paperless: data protection, flexibility & automation
cobra CRM places great importance on data protection and hosting. cobra CRM had the same requirements when choosing an e-signature provider. In addition to German data centers and maximum data security, cobra CRM also likes the flexibility of the paperless software. Sales employees can generate a draft contract with all the customer's master data with a single click and edit this draft (similar to Word) before sending it. This saves time and ensures efficient contract processes. Many standardized documents that no longer require any adjustments can be processed fully automatically with a single click after dispatch.
Which companies benefit most from Paperless?
cobra CRM recommends Paperless to both public-sector clients and private-sector companies. In all sectors, there are countless documents, forms and contracts that can be easily and cost-effectively digitized with Paperless.
