Activity Management
 PiSA sales offers you two elaborate possibilities of activity planning: All personal activities are arranged and displayed according to type (phone call, appointment, letter, e-mail, task etc.), responsibility or due date in the Entry portal. The fast and efficient planning of someone’s own activities is further simplified by intelligent functions.
The graphic group calendar in PiSA sales not only allows personal activity planning. Responsible persons, planners, project and team leaders can manage manpower planning centrally via whole groups and teams. By means of the special graphical design availabilities are always apparent at a glance. New tasks, appointments, phone calls or correspondence activities are for example generated via a mouse click and are moved or assigned to colleagues via drag and drop. So the result is that the week planning for your team can be finished within a few minutes.
 Group calendar: - Graphical overview of staff member’s activities for responsible agents, project and team leaders
- Release of own calendar for other staff members
- Individual control of access to calendar entries
- Simple marking of private activities
- Persistent choice of calendars to be displayed in the group calendar
- Optional display of all PiSA sales activity types in the group calendar (tasks, appointments, phone calls, correspondences)
- Creation and editing of activities directly in the group calendar
- Simple assignment of resources/participants via drag and drop
Marketing calendar:
As a special planning tool for marketing, PiSA sales offers a graphical marketing calendar. By the means of the intelligent visualization, you always stay on top of things. New events, publications or telemarketing campaigns can simply be created at the touch of a button. You have never planned marketing so easily for the whole year!
Groupware functions and e-mailing: - One-step adjustment of all address data, tasks and appointments as well as assigned documents with MS Outlook, Exchange Server, Lotus Notes and Novell Groupwise
- E-mail writing and sending with attachments either in PiSA sales or from Groupware
Correspondence management: - Generation and management of all correspondences, templates and files in the data base
- Assignment of letters, faxes, e-mails and memos to contacts and projects
- Hierarchy and structure spanning display of correspondences
+ Fast integration of best-practice-workflows in the whole company
+ Efficient activity planning through groups and teams
+ Entire documentation of workflow |
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PiSA sales 5 CRM 
