You can use it to access comprehensive information about your prospects, customers and competitors, such as to-dos, histories, business opportunities, offers, orders, scope of delivery, contracts, presentations, product data and much more, even when you are on the road. Thanks to the true 360° view of prospects and customers, you can prepare for upcoming appointments in the field within minutes. What is the history of the contact? Which products has he already bought from us? In which marketing campaigns has he been addressed so far? What is the service situation? All this information is available to you and your colleagues quickly and clearly. Thanks to the offline capability of the PisaSales CRM apps, you have access to your data even where there is no network connection.
For the efficient documentation of your conversations, you use digital visit report templates that you can create without any programming knowledge. And that’s not all: while recording “hard” and “soft” facts, concrete needs, complaints or orders, the system can automatically delegate follow-ups and follow-up tasks to your office staff in the background.
Of course, the PisaSales CRM apps will not let you down when filling out a visit report, even without an Internet connection. As soon as you are connected to the Internet, your data is synchronized quickly and securely. The apps also offer you the possibility to write or answer e-mails and messages offline. This means that you can continue to be productive on the plane, for example.
By the way: The downloaded offline data is safe even in case of loss of the device! This is ensured by the special encapsulation of the data, which only allows access to the password-protected PisaSales app.