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A 360-degree view of the customer

RuleDesigner collects customers information to develop and maintain long-term business relationships.

The CRM management is a combination of people, processes and technologies that aims to understand what are the custumers values. It is an integrated approach for the management of the relations and it focuses on building and maintaining customers relationships. Company that implement successfully the CRM will get the advantage of customer loyalty and long term profitability. Thanks to an integrated and balanced approach to technology, processes and people, the success is guaranteed. RuleDesigner provides an integrated collaborative web environment dedicated to the management of data and workflow related to Marketing and Sales. The sales area can manage new contacts and its customer-base, using personal data, classification and relation data, documents, contacts and activities. The organization of activities are planned in the agenda. All the customer information are stored in an organized way in one-single dashboard for a quick consultation. RuleDesigner offers a valid support in the generation of the sales offers in companies with high complexity products. The sales management combined with the product configuration tools and the automation processes allow to purchase, memorize and retrieve correct information of the product by the customer and automatically generate the correct offers.


Face the most ambitious sales challenges in manufacturing

RuleDesigner allows to face the typical issues and sales challenges of complex and custom products.

Improve the organization of the information

CRM is an advanced technology because it allows not only to classify information and documents in a precise and in a structured way all along the customer life-cycle but it makes them available to all of the company functions. Thanks to a quick access to the customer  information, any collaborator will be able to provide a high standard service.

Integrated management of contacts-base

The major advantage of the CRM system is that its use leads to a better customer experience. In fact, it increases the chances of being able to divide customers more accurately and correctly by identifying their needs and interacting with greater satisfaction in the right time.

Improve the sales processes

The CRM allows to identify and track quality leads and it reduce the wasting of time in managing prospects. Sales cycles become faster and the victory rates improve. Furthermore, CRM allows to collect all the information about the customer history, allowing to identify up-selling and cross-selling opportunities and loyalty campaigns. CRM makes it easy to identify and classify the most important customers on which marketing strategies can be applied, such as communications or sales campaigns.

Increase the profitability and efficiency

By improving the collaboration among people and aligning with business processes, RuleDesigner helps organizations to achieve a better growth and efficiency. It allows to automate manual and repetitive tasks with automatic and smart workflow that perform actions and send automated notifications. Other forms of efficiency include the reduction of costs related to the training of employees who adopt standard operative procedures more easily thanks to user-friendly tools.

Increase the team productivity

RuleDesigner technology allows teams to work from anywhere, creating, modifying or collaborating on the processes and on the sales relations. Salesman can respond immediately to the customer requests, react to leads, and manage existing accounts.

Improve the analytics capabilities and report production

RuleDesigner CRM environment, by storing information in one place, it allows to make a better analysis of the performance based on complete data. Tools for statistical configuration and report allow to define the KPI you want to monitor, having always an updated view of the sales processes.


Maximize productivity with a collaborative platform that promotes the best practice

RuleDesigner allows you to give the priority to the sales pipeline with customized dashboard and tools for the personal productivity. It increases the victory rate opportunity thanks to the possibility of having a deep knowledge of its customers. It guides the best practice with powerful configuration and process automation tools.

Integrated management of the contact base

RuleDesigner is not just a diary of companies and contacts but an environment where it is possible to track each interaction with leads and customers, including phone calls, appointments, e-mails and notes. In this way, it is possible to build a history of the customer interactions and customize the relation approach. Take the advantage of having a complete and organized view of relationships with leads and customers throughout the customer’s life cycle. It maximizes the efficiency in sales processes by providing updated and controlled access information based on roles and preferences. In order to have a concise view of the sales performance through custom dashboards.

Gestione progetti ruledesigner
Gestione progetti

Lead management
and sales opportunity

Update in real-time the sales funnel through tools to monitor sales opportunities and custom visual dashboards. You can organize closed-won opportunities, planned activities and appointments, contracts and offers sent per period and monitor sales performance. Increase the opportunity conversion giving the priority and to the right opportunities and customizing the activities for each customer. It captures all the information along the customer and sales life-cycle.

Interdepartmental Collaboration

Enhance team work through a collaborative platform for the extended company. It supports and tracks discussions for each specific reference context. It Increases knowledge sharing by allowing individuals to classify information homogenously. Automatically it synchronizes communication and documents exchanged via email.

Automation of the sales-cycle

Define the workflow for managing the negotiation and the offer approval based on the best business practice. Automates task execution and the generation of information through the rule-based integrated configurator. Visualize in real time and accurately the tasks in advanced status.

Sales Forecast

Each sales manager can monitor their tasks and track all the negotiation phases, with chance of success, products and competitor companies, risks, action check lists… It can also forward your sales forecast with a list of ongoing negotiations and custom dashboards to optimize short and long-term goals.

Team work

Reduce the lead time to opportunity. Distribute the priorities and messages correctly through the right channel. Take advantage of the relationship history to broaden the customer’s knowledge and distribute the key information to all the team members involved in a real opportunity.


Submit your request to schedule a visit with our experts to understand better how RuleDesigner can meet your business needs.


If you want to understand how RuleDesigner meets your business and industry needs, ask for a custom demonstration.


RuleDesigner staff will illustrate and show live different application examples of the solutions you are more interested in.

Let's set your goals together

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Corporate culture is being stressed by new paradigms that allow surprising results to be achieved in terms of design quality, costs and people involvement. The role of the integration technology between the various platforms and RuleDesigner proved to be the only solution that could guarantee the management of the company's enormous historical heritage, guaranteeing a modernization in the flows and methodologies of each individual role

Gabriele CaccinTechnical Information Systems Manager

The introduction of the No-Code approach has made it possible to activate simpler and more flexible management of the configurator. For me it was a real revolution because I went from having to depend on the supplier for any changes to implementing and testing the changes myself.

Giovanni OstacchiniTechnical Sales Manager - Koenig & Bauer

A Lean corporate management philosophy combined with the implementation of RuleDesigner®, as the company's reference information system, has allowed us to obtain complete, real-time visibility of the order status, converging towards a customer-oriented vision at the lowest cost

Operation Manager - Modulblok spaAndrea Peressi
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