The basis for good customer relations is your address base. Managing it in several departments often leads to redundancy and being saved in various locations. With the work ... for all! desktop as communication center, maintaining addresses is fast and easy for all employees.
Contact management
Full text search in addresses and documents via the effective fast search, duplication assistant to check for same addresses, automatic dialing directly to the person sought, analysis of potential for customer assessment based on sales, costs, and buying habits, automatic import of addresses from various sources/Excel files, synchronization of contacts with Microsoft Office, Tobit David, etc.
Activities in the daily overview
Telephone calls, contact reports, (group) appointments, tasks, emails, and other incoming and outgoing correspondence are directly allocated to customers or suppliers and are accessible at a central location for the whole company.
work ... for all! creates the objects directly in Microsoft Outlook or Word and files them in the customer and/or project file. The day’s information shows the current to-do lists, appointments, and delegated tasks.
Document management
The creation of new or allocation of existing documents is made directly for the customer or project. Address, title, and text components if applicable are filled in automatically. You can create standard letters, e-mails, and quotations (also as PDF files) within a minute, thus saving time. Of course, the documents are saved in a central location and are systematically accessible to the whole company. Individual document safety is ensured by object protection.
Managing marketing by campaigns
Address customers directly about specific features using a sophisticated distribution list consisting of single and multiple allocations to the company. Having a few thousand prospective or existing customers with many characteristics can lead to complicated overlapping. You define your target groups and select the corresponding addresses.
Sales/field service: online or offline
Of course it is possible to synchronize appointments, emails, and contacts with Microsoft Outlook, Tobit David, and the corresponding end devices such as Blackberry, iPhone etc. Using a comfortable entry field, customer talks can be directly documented and the resulting tasks delegated. The most important information, with up-to-date sales opportunities, figures, and comprehensive contact history are available at the press of a button. As an integrated system, work ... for all! provides all the required statistics and business management analyses from the ERP area.
Ask for a trial installation via E-Mail or phone.
Our team is available from Mondays through Fridays from 8:30 am to 6:00 pm at +49-221-948623-0.
