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CRM software
Overview
Pricing
Pricing & Costs
Overview of the user licenses
CRM basics
Contact management: manage contacts and addresses in one central place
With activity management you increase your efficiency
Customer relations in compliance with data protection regulations
User interface
Find & organize
Collaboration
Marketing
Efficient marketing planning
Define target groups
Comprehensive lead management made easy
Easy acquisition of trade fair leads and semi-automated post-processing
E-mail marketing and form letters
Manage telemarketing campaigns efficiently
Efficient marketing planning
Reports & Analyses
Sales
Manage partners & dealers efficiently
Central sales planning in the CRM system
Mobile CRM solutions for the modern field service
Effectively support the back office
Offer preparation & offer tracking
Success-oriented sales management
Target-oriented business opportunity management
Service
Industry 4.0 – Design service processes with PiSA sales CRM
Service planning: Added value for your company
Helpdesk & Ticket Management
Field Service Apps for the field service department
Create new sales potentials for your company in service and after sales
Your service trump: The integrated FAQ knowledge database
Comfortable contracts management in PiSA sales CRM
Business Intelligence
Your personal CRM cockpit
Knowing what is ordered and when!
The Drill-Down Center: Analyzing and visualizing complex data
Technology & Integration
CRM Technology
Your CRM system for your pocket
Modern ERP integration
Integration into your existing document management system (DMS)
E-mail integration made easy
The most efficient combination of telephony and CRM
Further interfaces
Customers
References
Industry
Building & Building Suppliers
Media
Pharma
Retail
Service Providers
Services
CRM-Implementation
Our training offer
Remote CRM training classes
In-house training
The PiSA sales academy
Support
Customer Portal
News
News
Press
About Us
Company
Our Partners
Partner Program
Jobs & Careers
CRM Guide
Overview
Decision-Making Assistance
Know-How
Expert Tips
Contact
Call us
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CRM software
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Sales
Sales
Sales
Sales management
Transparent mapping of the entire process line – inquiry, business opportunity, offer and order
Comprehensive analysis and a large variety of evaluation possibilities
Automatisms ensure consistently high process quality
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Sales planning
Flexible top-down and bottom-up planning trees
Target-performance comparisons and evaluations
Planning across industries, regions, customers, divisions, units etc.
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Business opportunities
Central management of all business opportunities
Structured recording of activities, involved contacts, documents, requested products / services and much more
Comprehensive evaluation options and forecast analyses
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Offer preparation & offer tracking
Configuration and calculation of simple or complex offers
Creation of multilingual offers and accompanying documents
Workflow-supported offer tracking
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Field service
Apps for smartphones and tablets with a unique range of functions on the market
Availability of all business relevant information even offline!
Capture of digital visit reports incl. business card scan with the phone
Many useful functions like radius search, route planning etc.
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Indoor service
Common knowledge base together with the field service
360° view of interested parties and customers and their processes
Offer preparation, scheduling and much more
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Competition monitoring
Management of comprehensive competitive profiles
Evaluation, compression and practical application of competitor information
Representation of the competitive situation, strength / weakness profiles, competitive products
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Partner & Dealer Management
Connection of partners and dealers via a highly flexible web portal
Efficient communication and direct integration of business partners into your own processes
Self-service offers available around the clock
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Online trainings
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Jobs & Careers
Online-Schulungen
Erleben Sie unsere offenen CRM-Online-Schulungen bequem aus dem Büro oder Home-Office!
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