Offline

Full functionality even without Internet.

The CRM system offers an offline mode that enables users to work productively even in the absence of an internet connection. Users retain access to people and organizations, can view and create activities, and access the calendar. The offline mode also supports the presentation of eDetailings and the management and obtaining of consent. Functions such as order entry, sample requests, documentation of samples and materials, along with access to inventory management, remain available. Attributes can be viewed and edited.

Functional Scope

  • Mode for working without an Internet connection

  • Access to:

  • Persons & Organizations

  • Viewing and creating activities

  • Viewing the calendar

  • Presentation of eDetailings

  • Managing and collecting consent

  • Digital sample requests

  • Documentation of samples and materials

  • Insight into inventory management for samples and materials

  • Order entry

  • Viewing and editing attributes

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Contact

Packages

Base

Persons & Organizations

Calendar

Administration

Territory Management

Task

Attributes

Activities

Professional

Reports

Offline

Selections

Time on Territory

Expenses

Multichannel

Frequency planning

Personal Interaction

Personalized Email

Promotional Material

eDetailing

Phone Interaction

Premium

Order Entry

Events

Coaching

Medical Requests

Video Interaction

Campaigns