Flexible Grid in Sales
Quick Entry: Orders & Offerings
- Use a single view for an overview of your product catalogue and the offer or order products to be entered.
- Enter as many products as you like as offer items quickly & easily – just double-click!
- Allocate possible discounts directly in the list to finalise the offer.
Opportunity- and Lead Management
- Overview of all sales opportunities, their activities and products, grouped by salesperson and team.
- Aggregate sales from the salesperson to the teams and departments to the overall company success – all in one view.
Your benefit of using Grid in sales
The quick entry enables faster and more efficient work. In this way, you increase the acceptance of your employees and create space for the more important topics.
With opportunity and lead management, sales meetings become more productive than ever. Gone are the days of painstakingly collected key figures and supplements. Everything is visible and editable at a glance.
Flexible Grid in Service
Service requests
- Never overlook requests again thanks to meaningful groupings, colour highlighting of SLAs and a clear structure.
- Help your customers in the best possible way with the direct integration of activities, notes, product information and knowledge articles.
Field Service
- Compare important indicators – such as travel time vs. working time, the number of work orders per type or the utilisation of service staff.
- You have an overview of all relevant data, from customer installations and SLAs to service tasks and past service activities.
Your benefit from Grid in service
An efficient service desk brings happier customers. With just one data view, your service team has all the relevant information at a glance and can give you the best advice
A perfect overview enables even better on-site service. The perfect solution for field staff and the service desk.
Flexible Grid in HR
Time- and Travel Documentation
- Working time documentation with calendar days and stored public holiday calendar.
- Check maximum working hours, holidays and sick leave.
- Business trip recording including expenses and other costs.
Charging
- Clear recording of services to be charged by each employee.
- Representation of work performed in relation to the target.
- More efficient processing of open invoices by your accounting department.
Your benefit from Grid in HR
Time tracking is easier than ever with Time Tracking. Work through all essential steps of working time and travel documentation in a clear interface.
Flexible Grid in Project Management
Service- and Project Planning
- Creation of detailed cost planning, divided into different cost centres of a project.
- Maintenance of completed or expected turnover as well as already calculated costs.
- This results in an intelligent calculation of cash inflow, ratio of costs or even the expected profit margin.