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SNC ReadyToUse CRM Basic

SIEVERS-GROUP

Dynamics 365 Sales
Dynamics 365 Field Service
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The Ready2Use Basic App extends the CRM system with best practice functions.

With the ReadyToUse Basic App we combine "Best Practice" functionalities for your value chain. Comprehensive processes from the identification of your target customer to the transparent mapping of all tasks and communications in real time are enormously facilitated and effective, especially in sales work. The simple and user-friendly interface enables a "quick" 360° view of your customer. These added values await you in the ReadyToUse App: 
  • Simplified and standardized address maintenance 
  • Classification of industries 
  • Number of employees 
  • Number of branches 
  • Standardized phone number and letter address format 
  • Refined file upload through drag & drop functions 
  • Hierarchical representation of all stored tasks 
  • Activation of reactivated tasks with automated notification to the (new) owner 
  • Transparent mapping of: visit preparation > Visit processing > Follow-up at a glance in the visit report
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