CRM
Management of contacts and contact persons
- Unlimited number of contact persons per contact
- Duplicate check and address synchronization
- Each customer is also a contact
- Vehicle information
- Contact history
- Free definable profiles (à questionnaires) and classification criteria
Handling of free definable segments (target groups)
- By contact data
- By vehicle data
- By contact history data
Management of Sales people and teams
- Scheduling
- Outlook integration
- To Do management
- Free definable setup of To Do’s
- Free definable setup of Activities
- Free definable setup of automatic follow-up actions
Interaction and document management
- Office Integration
- Free definable setup of interactions
Management of segments and campaigns
- Storage and reuse of defined segments
- Storage and reuse of defined segment selection criteria
Management of opportunities
- Use of Sales Cycles
- Use of Sales Stages
