PiSA sales CRM lets you centralize the management of all marketing activities. That way you will always have a clear overview of all milestones, deadlines, tasks, and appointments. The group calendar lists all the activities scheduled by your colleagues and staff, allowing you to instantly establish who has available capacities and when. You will be able to schedule both your personnel and non-personnel resources with just a few mouse clicks.
An intelligent to-do list will be available to all staff members in your marketing outfit for the management of their personal tasks and appointments. Reminder and follow-up functions ensure smooth work execution. Histories of event, publication, or campaign activities will enable you to quickly ascertain what was previously agreed on with which of your colleagues or external contacts.
The system provides a special marketing calendar for annual marketing planning. PiSA sales CRM lets you schedule both personnel and appointments in connection with your marketing measures as well as your budget. It also lets you compare target and actual figures either for individual campaigns or across the entire year. You can create a practice-based cost overview and analysis that will let you quickly identify potential for cost reductions.