piaX – further drive in your sales

Turn prospects into customers. piaX brings your sales data into your Microsoft Outlook. Whether on the PC in the office or on the go on a tablet, work with your colleagues on the same projects and contacts quickly, smartly and precisely.

Generate lead generation through tailored campaigns. Even without an Internet or VPN connection, you can analyze customer potential anytime and anywhere and measurably increase your success.

The new piaX Version 3.2 – The next milestone for your piaX.
Learn more about the new features
New functions

MANAGE CUSTOMER RELATIONSHIPS

  • Link customers, offers, contracts and contact persons
  • Increased data quality through input validation and working on the same data base
  • Customer classification with individual characteristic such as sectors, regions and ABC analysis
  • Record and evaluate customers data chronological

OPTIMIZING THE SALES PROCESS

  • Detect, capture and evaluate leads for targeted sales activities
  • Overview of all sales projects together with status, products, offers and activities
  • Identify and capture competitors and assign them to sales project
  • Customer-specific overview of offered and sold products
  • Sales history analysis and graphic evaluation of sales figures

DOCUMENT MANAGEMENT

  • View, assign and sort documents, reports and offers
  • Archive documents offline
  • Sending and archiving e-mails directly from a sales activity
  • Archive e-mails directly from piaX

FULLY INTEGRATED IN MS OUTLOOK AND PROALPHA

  • Sales activities automatically create MS Outlook calendar appointments, tasks or reminders for an integrated daily schedule
  • Data synchronization via a bidirectional interface with proALPHA
  • Transfer of existing Outlook contacts to piaX and proALPHA
  • Automatic synchronization of all piaX data

EXTENSIVE LIST VIEWS

  • Comprehensive search, sort and filter functions
  • Custom views with storable layouts
  • Group contacts and persons for subsequent tour planning
  • Overview and calculation of all sales revenue, profits and other amounts
  • Create, print or export individual lists for further processing

ADMINISTRATIVE FUNCTIONS

  • Administration of user individual data filters
  • Configuration of mandatory fields, locked fields or default fields
  • Multi-language configurable interface and adress formats
  • Synchronization of several clients for one user
Download the info brochure on CRM and additional functions for proALPHA
CRM BrochureAdditional functions

Manage complex (construction) objects with assigned projects, contacts and contact persons. Involved people and relevant data can easily be linked together.

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As a technician, PiaX also allows you to work offline with your service orders. Required working hours, material and reports are recorded directly in MS Outlook and reported back to proALPHA.

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Arrange an appointment with us and find out more about piaX.

Contact us at +49 341 355 87 170

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