With our solution you have special views - so-c...
With our solution you have special views - so-called role centers - for the office as well as the field service. This module is characterized by flexibility, clarity and, above all, fast data entry in the office and in the field:
- Contact management: Customer and supplier cockpit with 360°, including activities
- Offer management and notifications (opportunity management)
- Integrated field service connection
- Overview of inquiries and sales opportunities
- Entering notes - Depositing files
- Entering and monitoring tasks and telephone calls
- Storing visit reports
- Address matching with Swiss Post (permanent address maintenance)