
Activities
Understand exactly what is happening with your customers.
The CRM system provides comprehensive management of individual activity types, including user-specific standard activities for individuals and organizations. It enables works council-compliant documentation, consent checks, topic assignment and individual comment fields. The maximum number of activities can be defined and templates support efficient planning and execution. A set of rules for overlapping appointments ensures efficiency, while a list of all activities with filter functions provides a precise overview. A calendar with daily, weekly and monthly views makes it easy to keep track.
The system supports activity planning by sending notifications and invitations by fax or e-mail. A list view and a visualized customer journey for person activities as well as an aggregated activity view for organizations are available for the overview of activities.
Functional Scope
Individual activity types
User-specific standard activity for persons and organizations
Works council-compliant storage date / time
Consent check
Topic assignment
Comment fields
Definition of max. number of activities
Use of templates
Rules for date overlaps
List of activities with filter functions
Planning of activities
Sending activity notifications via fax or email
Calendar with daily, weekly and monthly view
Customer journey and list view for person activities
Aggregated activity view for organizations
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Persons & Organizations
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Activities
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Frequency planning
Personal Interaction
Personalized Email
Consent
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eDetailing
Phone Interaction
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