Sales- und Miet-Management-Software
SAM3 is an all-in-one platform for the sale and rental of construction and marine equipment. Quotations and orders are processed from A to Z via the sales software.
Because all workflows are customized for Liebherr, salespeople can close deals faster and keep track of what customers and colleagues need throughout the sales process.
The global innovation leader's product portfolio includes construction and marine equipment. It also includes digital solutions and services for the construction site of the future.
Filter easily, find faster
No matter where users are in the sales software, they can quickly and easily create groupings and filters in all grids and retrieve data as needed.
You know it from Microsoft programs: the simple operation via ribbon UI buttons. We used this concept for SAM3 to present all actions in a familiar way.
Navigate & set bookmarks
The navigation itself is intuitive and easy to understand. You can also bookmark your favorites to navigate through the sales software even faster.
Jump from window to window
Users can open and edit multiple windows at the same time, allowing them to quickly switch and retrieve information.
Complex offerings made simple
This is thanks to the tree structure that clearly displays the parts list for each device. You can see exactly how much of what is needed and what the status is (New, Edited, Removed).
The new sales software helps you close deals faster and more efficiently
Configure and calculate quotes
The sales software allows you to configure and instantly price equipment for any location and purpose. Sales staff simply select the standard and special items from the master data - either as individual items or as a predefined, ready-made configuration. When saving, SAM3 calculates the quoted price.
Not only the bill of materials of the equipment is stored, but also all sales relevant data. When the quotation PDFS is created, the sales management software recognizes whether this data is available and valid. If it is not, the salesperson can add the information immediately for a legally compliant, accurate quote.
SAM3 guides users through processes
Multi-step wizards guide users step-by-step through the sales process. This makes the sales process faster and more efficient, as fewer errors occur and the necessary data is saved during the quoting process.
The process is divided into several steps to make it easier for users. They focus on the relevant data, laying the foundation for a correct configuration.
Dedicated rental module
To make renting equipment as easy as selling it, there is a dedicated module in the sales software. It is directly linked to the sales module and the CRM. Customer service representatives use the rental module to calculate rental rates and, if necessary, purchase options. If a sale is made, the process can be started directly in the rental module. This eliminates the need for the salesperson to reconfigure the equipment.
As with sales, the entire rental process is displayed in the sales software. The timeline feature keeps track of all rented equipment and allows you to manage it in the rental pool.
Configurator for support
Anyone familiar with Liebherr knows that there is a whole sea of configuration options. The Camos product configurator guides employees through these options and supports them in putting them together. If one option is not compatible with another, the configurator will not even suggest it. A source of error is eliminated.
Finally, the configuration is transferred directly to the SAM3 quote and the sales software automatically calculates the price. The configurator makes life easier for new team members. Thanks to it, they don't need to have all the specialized knowledge to configure a product.
SAM3 manages global access rights
The more complex the corporate structure, the more demanding the rights management. Who can change what and who has access to what? All this can be regulated directly in the sales management software. Liebherr assigns different roles to employees worldwide. In this way, confidential data remains protected and functions are enabled or blocked depending on the role.
Technologies, skills, and tools we used for efficient development.