Digital sales platform is modular, integral, easy to deploy and to maintain, native cloud product platform for dedicated use in discrete manufacturing.
Account & Contact Management
CRM helps you to manage accounts and contacts data and use them effectively in sales.
- Account 360 Overview
- Maintain Account Master Data, including Sales Areas, Account Team, Party Roles, Payment Terms etc.
- Account Address & Partner Management
- SAP Account Integration (S/4 and ECC)
Opportunity & Pipeline Management
CRM helps you to manage opportunities and pipelines to accelerate sales.
- Manage Sales Phases in Opportunity Management
- Pipeline Management
- Manage Leads and Opportunities
- Opportunity Document Management & Report Generation
- Manage Tasks, incl. Gantt Chart Visualization
- Manage Meetings & Calendar, including Office 365 & Google Calendar
- Manage Emails, including Office 365 & Gmail integration
Sales Cockpit & Reporting
- Role-based KPI & Charts
- Manage Saved Search for recurring tasks
- Forecast & Pipeline Reports
- External System Mash-Up
- Custom Dashboard
- Report Document Generation
- External Reporting (SAP BI & BW, Power BI, Tableau, etc)
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