The company data contains in a structured and easily traceable way all the contact information, collaborators and activities related to it. For each company it is possible to track both the classification and the relation data. In fact, it is possible to define the network of relationships that may exist among different companies ( holding company, suppliers, partner, customer, industrial group). For each contact it is possible to define the role and company function. Moreover, from the same company panel, it is possible to consult other related information such as:  executed and planned activities, documents, purchase products, offers and job orders, help-desk ticket.

Information can be easily retrieved through advanced searches in the contact databases by applying filters and dynamic attributes and by saving then all outputs obtained. Information can be also acquired thanks to cross-sectional searches using tools such as company or contact panel or with specific myhome gadgets. Searches can be saved, bookmarks can be defined and certain operations can be run on the outputs obtained.

Assignment, management and ticket resolution takes place following configurable workflows based on your needs that can involve more departments or business areas, partners or suppliers.

Task management tools for planning task with workflows, dynamic and configurable typologies. Personal agenda with daily, weekly or monthly and global planner of business activity. Through myhome gadgets, users can receive and see the activities in an organized way.

It is possible to organize activities of the different departments through automatic scheduling with the correct workflow, complete with phases, activities to be carried out, offices involved, managers and resources assigned. Each phase is in charge of a team that receives the notification and proceeds to carry out its activities.

It is possible to charge technicians for the execution of interventions to customers by planning the activity and the resources to the agenda. Notifications and progressive status allow the management to be completed.

Thanks to the use of configurable gadgets, each sales managers can organize its own my-home to quickly consult and access to all the information useful for carrying out its activities such as: planned or received activities, assigned leads and opportunities in progress, offers or orders to be processed.

The access to  “Self- service” tools is the simplest and fastest way to submit requests or report problems on the purchase products. This allows you to keep customers updated on the status of the ticket, also through automatic alerts. The self-service portal allows to communicate to technicians with integrated chat tools.

Possibility to create informative dashboards containing contents and documents linked to after-sales services (such as FAQ, videos, tutorial and handbooks). These contents can be organized and grouped on the basis of external sources  (News, Feed, Reader..)

A set of tools for configuring dashboards with statistics, graphics and concise data is available. These tools help monitoring sales performances and enable managers and sales directors to immediately check on the sales pipeline with the possibility to consult all data in real time. All these information are useful for salesmen to take effective decisions and achieve strategic objectives, monitoring the entire business performances for each business unit or for individual salesperson.

Tools for creating and saving queries with the possibility to have a graphical representation of data and to extract them in configurable reports (PDF, HTML, Excel format).