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IT IS intranet solutions - Customer Relationship Management
CRM solution
Accurate Customer Data makes the difference: Now you got the most important information at hand.
One of the real valuable topics about your venture is about excellent and quick handling of customer orders, quotes, records and the relationship management. With the IT IS Intranet solutions on top of IT IS active 2010, you have it all.

The customer list which serves as an initial page in IT IS active 2010 includes data like the customer number, name and address. You and your colleagues can also directly filter the list as required here. On the list, the TAB “finance” will get you on a finance overview without the need to jump back and forth to retrieve all the information necessary.


Create new orders web based when you hear about them or extend an existing order: Our proven and experienced modules for the CRM (Customer relationship management) will help your people to always be in the loop.

You also can place your documents about contacts and customer transactions as PDF documents and have them at hand right away (Like order confirmations, invoices or deliver notes). Those files will be generated automatically and put into the SharePoint document libraries of your choice. Furthermore your employees can place additional documents like Word, Excel or picture files to asist the full picture about a customer in the same SharePoint document library.

For internal purposes, you can facilitate a rating control which you can use to get a better picture about the customers regarding after sales support or complaint behaviors. The salespersons can rank the customer easy with this. A colleague from accounting can rank the customer also for its payment behaviors. You see this credit rating in the series of highlighted stars. The assessment of your customers can be set generated of certain parameters also , when you have done a little customization appropriately.

With the help of the intuitive operation of IT IS active 2010 you reach directly towards the documents like quotes, orders and posted invoices in their respective list view. From there you can get directly to the card view, where you can modify non released documents or even use the “navigate” function on the posted invoices This function will get you the ingredients of an invoice, where you can fork off towards the general ledger and watch the postings resulting from this invoice.