Selections
Efficient sales force management and tailored customer communication for maximum sales success.
The Selections module provides a comprehensive suite of functionalities for the creation, editing, and management of lists for persons and organizations. Lists can be exported within the system, shared, and selected with dynamic filters based on master data, attributes, activities, consent, events and orders. The module also enables the calculation of activities and events as well as sales units and revenue from orders.
Attributes can be changed selectively or in bulk for efficient data maintenance.
Users can arrange and sort columns individually, allowing the display of lists to be adapted to specific requirements. Created lists can be used as filters in various system modules to optimize workflows and facilitate data selection.
Functional Scope
Create, export and share lists
Lists for persons and organizations
Dynamic filtering of lists by master data, attributes, activities, consent, events, orders
Calculating the number of activities and events
Calculation of revenue and sales units from orders
Selective and bulk editing of attribute values
Individual arrangement and sorting of columns
Use lists as filters in different areas
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Base
Persons & Organizations
Calendar
Administration
Territory Management
Task
Attributes
Activities
Professional
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Offline
Selections
Time on Territory
Expenses
Multichannel
Frequency planning
Personal Interaction
Personalized Email
Consent
Promotional Material
eDetailing
Phone Interaction
Premium
Order Entry
Events
Coaching
Medical Requests
Video Interaction
Campaigns