Individual business app | highly personalized CRM
Work portal optimized for sales representatives
Always up to date, wherever!
The individual business application enables the display and management of personal customer data in a central application. All users receive their customer data in the work portal in an up-to-date and highly personalized form and can manage it individually. Perfect for sales representatives who cannot access the internal software. They have access to everything they need through the highly personalized CRM. Numerous paper processes can be replaced. Substitution rules and various management views enable a comprehensive lifecycle.
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Personalized overview page as an entry point to the work portal
- Central tabs allow direct continuation of previous work and provide an offer of assistance.
- Direct access to the customer overview with necessary detailed information.
- Display of the latest updates or events from all connected systems e.g. SAP.
- Quick overview of all open notes for own customers, areas and forms.
- Personal bookmarks and most visited pages at a glance.
- Automatic logout notice to protect the user.
Customer record in the detail view
- Clear presentation of relevant information and role-based management options.
- Central data display from various systems or data sources via dedicated web interfaces.
- Customer care notes visible only to the user.
Personalized news hub
- Top news in focus.
- More official company news and current notices.
- Announcement of current promotion actions.
Mobile view of the business application
Would you like more information about our examples? Then feel free to contact us directly and discuss how we can implement a modern solution for your digital workplace!