With the oxaion CRM App, field representatives get access to all the relevant information of their oxaion open installation.
Here the app is designed for offline operation. They are always able to work - even without Internet access, their data are constantly available. If there is an Internet connection, synchronize data with the push of a button with oxaion open.
The functions at a glance:
HOME
After the call you will get an overview of today's working day:
Which dates are planned?
Which tasks are open?
By clicking go to the detailed daily schedule or to the worklist ...
DAY PLAN
In which area am I traveling today?
The oxaion CRM App displays the agreed appointments on a map. If you still have time between appointments, you can see more contacts in the area with one click and include them in your daily schedule.
INFORMATION PORTAL - EVERYTHING IMPORTANT
Information about the business partner
On the way to the customer one is not cut off from the information of the central office. You have everything important!
-What is the address?
-Who are the contact persons?
-How high were the sales in recent years?
-What orders are currently running?
-What conditions have been agreed?
-When was the last contact?
- Are there any current marketing projects?
-With a look at the contact info you answer these questions. The complete customer history is available to you.
Product Information
Starting from the product catalogs you branch to the articles. Here the oxaion CRM app offers a comprehensive overview of all product details and prices.
BENEFITING THE SALES OPPORTUNITIES
Record your sales opportunities in the oxaion CRM app.
Plan project scope, expected completion date, and completion probabilities. Set priorities. Schedule resubmissions, appointments or other activities. With the activity control, you no longer lose sight of the opportunity.
A quick look into the info mask will give you information about the current status, the planned activities and the history of the sales project.
DO NOT FORGET - THE WORK RESERVE:
In the worklist, all planned - and not yet completed - activities are clearly displayed. In detail view you enter notes, visit reports or follow-up actions. If an activity is completed, it is still visible in the history of the customer or project.
Requirements:
oxaion CRM is compatible with all oxaion open installations with release 5.01 or higher. To use the app, you need corresponding access data in your oxaion open system.
Here the app is designed for offline operation. They are always able to work - even without Internet access, their data are constantly available. If there is an Internet connection, synchronize data with the push of a button with oxaion open.
The functions at a glance:
HOME
After the call you will get an overview of today's working day:
Which dates are planned?
Which tasks are open?
By clicking go to the detailed daily schedule or to the worklist ...
DAY PLAN
In which area am I traveling today?
The oxaion CRM App displays the agreed appointments on a map. If you still have time between appointments, you can see more contacts in the area with one click and include them in your daily schedule.
INFORMATION PORTAL - EVERYTHING IMPORTANT
Information about the business partner
On the way to the customer one is not cut off from the information of the central office. You have everything important!
-What is the address?
-Who are the contact persons?
-How high were the sales in recent years?
-What orders are currently running?
-What conditions have been agreed?
-When was the last contact?
- Are there any current marketing projects?
-With a look at the contact info you answer these questions. The complete customer history is available to you.
Product Information
Starting from the product catalogs you branch to the articles. Here the oxaion CRM app offers a comprehensive overview of all product details and prices.
BENEFITING THE SALES OPPORTUNITIES
Record your sales opportunities in the oxaion CRM app.
Plan project scope, expected completion date, and completion probabilities. Set priorities. Schedule resubmissions, appointments or other activities. With the activity control, you no longer lose sight of the opportunity.
A quick look into the info mask will give you information about the current status, the planned activities and the history of the sales project.
DO NOT FORGET - THE WORK RESERVE:
In the worklist, all planned - and not yet completed - activities are clearly displayed. In detail view you enter notes, visit reports or follow-up actions. If an activity is completed, it is still visible in the history of the customer or project.
Requirements:
oxaion CRM is compatible with all oxaion open installations with release 5.01 or higher. To use the app, you need corresponding access data in your oxaion open system.
Open up
