You save this as a private or public list so that you can also access it later in the Start menu. Quick Search lives up to its name: in seconds, the application searches the entire CRM dataset and returns the desired results. To keep you informed at all times, you always have an overall view of all activities relating to your customer thanks to the customer history and are perfectly prepared for the next call. For the company, department and contact you will find all emails, appointments, phone notes, visit reports, tasks, sales opportunities, offers, tickets and mailings. CRM customer file with 360° viewĪll information about your customers and transactions is collected in the central customer file. You simply dictate your visit reports into your smartphone while on the move – so all important information is recorded immediately. about tickets.Īn appointment is cancelled, but you are already on your way? The proximity search shows you which customers could visit you in the vicinity. Your calendar now contains more information e.g. New: Plan a route via your appointments in your calendar. For this purpose, the integrated route planning determines the optimal visit sequence. The Mobile CRM app automatically generates a list of visit suggestions for you.
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