Groupware Interconnection
The PiSA sales groupware interconnection offers you the deep integration of Outlook/Exchange, Lotus Notes and Groupwise. Thereby the bidirectional synchronisation of all contact information, tasks, appointments, memos and emails containing attachments is assured. At the touch of a button this data is balanced between PiSA sales and its groupware in an extremely user-friendly way.
An automatic allocation to contacts is possible at the same time as the shortcut to projects (proposals, assignments, service-announcement, marketing-projects), products and further contacts.
This way you will find the synchronised information always in the relevant spaces in CRM. Extract from the range of functions:
Incoming emails:
- Direct synchronisation of emails into PiSA sales including support in the workflow
- Automatic allocation of the email to the addressor and the addressee, if the contacts are already inside PiSA sales
- Functions for the contact review and for the layout in PiSA sales (quick and direct from the email signature) including duplicate check
- Automatic cross-checked takeover of the attachments into the PiSA sales document databank
Outgoing emails:
- Preparation and dispatch optionally in PiSA sales or groupware
- Template based preparation of emails in PiSA sales
- Straightforward dispatch from PiSA sales via mailing server possible/li>
- Alternative preparation of emails in groupware and additional synchronisation into PiSA sales
Appointments:
- Transfer of all important appointment attributes, like for example type of appointment, location, appointment notes/ visitors report, participants
- Update of the participants status in PiSA sales
Contacts
- Synchronisation of person/company in both directions
- Automatic cross-check for people and companies
- Contacts can be synchronised together with their activities
Tasks, memos:
- Synchronisation of the activities with attachments
- Activities can be synchronised with or without contact details, missing contacts will be complemented automatically.
Direct access on the PiSA sales contact database:
- With the creation of emails, appointments and tasks it is possible to choose the recipient, participant or relevant department directly from the PiSA sales contact database.
Direct access on the PiSA sales document database:
- Attachments for emails or appointments can be chosen directly from the PiSA sales database.
+ High user acceptance through deep integration of the existing groupware
+ User-friendly usage of the groupware linkage
+ None-CRM users can also be provided with CRM data |
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