More opportunities at the customer site:
When using the “visits” area the sales staff can have a look into all important documents to learn more about the customer; whether together or without the customer. If the customer wants to have a look into the documents together with you filters which control the flow of data and limitations are installed. This is necessary for the privacy of data for your as well as for your customers.

In „details“, a user is able to select the actual appointment with the customer. When opening „quotes“, a preselected list of quotes for the particular customer appear and no long term searching in the customer list anymore. Due to the selected appointment the customer is automatically selected, too.

For business trips needed items like projectors or notebooks or cases of examples have to be added to the team calendar “resources”. Now every team member knows exactly where the various items are and when these are available again. Get more knowledgeable about your customers is very important to provide them for future requests the solution they really need. In the IT IS tablet solutions we provide different visit reports and customer satisfaction reports that the staff accomplish the goals. Additionally you create information that you can sort and classify them right. In addition, the visits area provides information for the current travel, which means that the hotel date or flight dates as well as any other business trip relevant information.

The webcast area is a helper for appointments in the web:
In „webcasts“, the speaker will find all the relevant information to hold successful webcasts. That means all links to the various screen sharing tools as well as to conference call systems.