Keep a constant check on all your contacts and activities with the PiSA sales Contact Management feature. It will help you to centrally manage address data, contacts, company structures, and contact relationships with any specific partners (XRM) easily and in a well-structured overview. This will enable you to keep a good handle on all sales-relevant customers and potential customers as well as other parties, such as competitors or sales partners. A graphic status bar is available in the contract screen to show directly whether any quotes issued to the customer have not yet been responded to conclusively, if any service reports are overdue, etc. The information made available by this feature will, of course, be a considerable help when preparing for customer appointments. A few clicks will see you well informed about the subject-matter most recently discussed with the customer, about which open and which concluded business opportunities, quotes, or orders are attached to the customer, and about which products the customer has already purchased.
You will quickly get a clear picture of where you stand with a customer—even if you are in a situation which requires you to stand in for a colleague and for which you therefore need a quick rundown on the customer and your company’s standing relationship with that customer.
The Activities Management feature in PiSA sales will help you to better organize, manage, and document tasks, appointments, contact reports, phone calls, correspondence, and notes. An excellent reminder and follow-up function will prevent any ToDo oversights in future. All activities which have been planned, delegated, and finalized within the system will be automatically filed in the relevant history for the customer and case (business opportunity, quote). Even months or years later, you will be able to establish who handled which activity, when, and which other parties were involved.
A clearly set out calendar will make planning your activities that much easier. And you can have the system automatically check your CRM calendar against your Outlook or Lotus Notes calendar. An easy-to-use group calendar is also available for supervisors, planners, or the heads of projects or teams to schedule personnel assignments for an entire group. This calendar is specifically designed to indicate the availability status of staff members at a glance. New tasks, appointments, phone calls, or correspondence can be easily entered onto the calendar, shifted around using the drag-and-drop function, or re-delegated. The calendar lets you complete weekly scheduling for your team within a matter of only minutes. It also lets you schedule non-personnel resources such as meeting rooms, company vehicles, or notebooks. The availability of all personnel or non-personnel resources will thus be immediately apparent to all CRM users.
PiSA sales gives you the ability to define workflows of any type that will enable the quick integration of best-practice processes, thereby ensuring that tasks are completed in the best possible manner by the most suitable operatives.