Contact Management
Corporate knowledge basis. The Contact Management is optimized for the maintenance of customer data in business-to business branches. Company structures, contact relations and roles in the project are presented all at the same time. PiSA sales contact and activity management optimizes office-based sales processes. It will help you to organize your various contacts to leads, potentials, customers, suppliers and even competitors.
The system will manage your campaign-related activities, your correspondence and your documentation, creating case histories as it does. It also features administrative and technical selection filters. PiSA sales can capture contact data via a card scanner.
Further, a qualified search function will help you to locate contacts quickly. You will be able to individually define the personal and company filters you wish to use for contact selection (e.g. for campaigns). The system includes a record of your dealings with each contact, thereby enabling the structured tracking and provision of all activity data concerning a particular company, individual or project. Individual contacts previously entered into the system may be used to recreate a company's structure (company, departments, individuals) and define its internal relationships, enabling contacts and decision-makers to be classified in more detail.
- Gather and manage all types of contacts and organisational units (master data and dynamic data, histories, sectors and many more)
- International addresses
- Representation of affiliated groups
- Efficient activity planning via groups or teams with the integrated group calendar
- Structuring of the contacts into categories (lead, customer, partner, supplier, competitor, etc.)
- Automatic and manual duplicate check
- Workflows depending on the contact status
- Creation and management of contact related or project-related activities
- Reminders accurate to the minute
- Creation and management of all correspondences, templates and documents
+ No dual contact details
+ Neat arranged illustration of firm structures + Fast access on a centrally joint contact database |
|
