PisaSales CRM

In addition to a classic contact and activity management, PisaSales CRM offers standard functions for the simple adaptation of the user interface, for finding and organizing CRM data and for handling personal data in compliance with data protection regulations (GDPR). The software can be deployed for use cases in Sales, Marketing, and Service.

Sales

Keeping track of an entire sales process is taxing, especially if it takes lots of time and manpower to close the deal. PisaSales CRM aims to bring transparency by mapping all steps with details. The system's automation capabilities help ensure high process quality. Users can also identify bottlenecks and accelerate the sales cycle with PisaSales' variety of evaluation and analysis possibilities.

PisaSales CRM offers a mobile solution for smartphones and tablets that are available both online and offline. It supports the recording, administration, completion and evaluation of business opportunities or chances, offers, orders, sales regions, interested parties, competitors, potentials etc. Sales control functions are available to the sales management.

Marketing

• Budget planning and budget controlling
• Team calendar for personnel planning
• Marketing calendar for planning marketing activities

Service

The service module in PisaSales CRM provides a central system for the user's helpdesk, for scheduling the service field staff, for ticket management and for controlling service sales and contract management. Mobile solutions support the user on site and in the processing, recording and feedback of service calls, even when there is no network available. The service module supports: