PiSA sales: CRM für den Vertrieb komplexer Produkte
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Basic Functions

PiSA sales Entryportal

Increase productivity. The PiSA sales Entry portal is the direction center for your daily work. Designed as a to-do list with intelligent functions, it helps to use personal working hours efficiently and avoids unproductive idle time.
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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.
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Activity Management

All key data at a glance! 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.
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Correspondence- and Document Management

Perfect connection to the customer. All correspondence and documentation is stored in a central data base, access to which you will have from all entities to which such documentation has been assigned (such as projects, contacts or activities). Integrated access mechanisms will allow you to work in your normal Office application
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Quick finder, comfort search and full-text search

Quick and uncomplicated detecting! PiSA sales offers different fast ways to find arbitrary information in the data base. Besides the ad-hoc search in all form fields and a comfortable filter tool with which you can define reusable filters, PiSA sales also includes a powerful full text search engine.
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Cockpit, Reports & Drill down analyses

All keydate at a glance! With the sales cockpit, sales planning and the drill down centre as well as an extensive report centre, PiSA sales offers all responsible agents, such as the management, sales directors or account managers, a powerful business intelligence platform.
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