Drive more sales with piaX

Turn prospects into customers. Support your lead-to-order process with the offline-capable piaX modules, fully integrated into Microsoft Outlook. Whether at the office PC, working from home, or on the go with a tablet, collaborate seamlessly with your colleagues on the same projects and contacts—quickly, smartly, and efficiently. Analyze customer potential anytime, anywhere, and boost your success measurably.

The new piaX version 3.2 – The next milestone for your piaX.
Learn more about the new features.

NEW FEATURES

Customer Dashboard

  • 360° overview – flexible graphical display of current sales opportunities
  • Revenue details of individual part groups for the current and previous year
  • Customer history overview
  • Recent sales documents, sales activities, phone calls, and emails
  • Customer details including a mini map and key contacts

Lead Management

  • Identify, capture, and evaluate leads for targeted action
  • Qualification and classification of prospects
  • Target group segmentation and analysis
  • Lead capture directly in the system or on mobile devices, including classification by customizable criteria and standardized industry codes

Opportunity Management

  • Support project-oriented sales processes using activities and tags
  • Manage and track relevant information related to offers, including contact history from lead qualification, key contacts for the offer, and offer values
  • Integrated competitor management with the ability to classify competitors based on customizable criteria

Relationship Management

  • Connect customers, sales representatives, relevant contacts, and agents
  • Assign stakeholders to opportunities, offers, projects, and initiatives
  • Define and structure roles through role assignment and role definitions

Price and Stock Inquiry

  • Product catalog with up-to-date pricing information from various price lists
  • Display of discount conditions with percentage scaling
  • Insight into current stock levels
  • Employees can access availability and pricing information on the go

Offer Creation

  • Create offers directly in piaX with product names and details for each item
  • Convenient input using text templates and auto-inclusion of product descriptions
  • Supports multiple languages and currencies
  • Direct editing of prices and quantities in the item overview
  • Customizable discounts and special pricing for entire offers, individual items, and parts
  • Drag & drop functionality for rearranging items

DMS

  • Simple and intuitive document storage centralized within a system, directly linked to leads or sales opportunities
  • Easily capture photos on-site and store them directly in the DMS
  • Instant access to all customer documents, photos, emails, reports, and offers

Outlook Integration

  • High user-friendliness and acceptance through work within the familiar Outlook interface
  • piaX integration in Microsoft Outlook: Links proALPHA activities with the calendar, tasks, and reminders for seamless scheduling and visit planning
  • Data synchronization via a bidirectional standard interface with proALPHA
  • Import existing Outlook contacts and relevant contacts from all devices into piaX

Calls

  • Recording of complaints and error reports
  • Creation and editing online as well as offline
  • Call details with items and processing steps
  • Fast and reliable information processing, including permanent linking
  • Linking to serial numbers, service objects, projects, and opportunities
  • Custom call lists for better overview

Manage complex (construction) projects – Oversee associated projects, contacts, and key stakeholders – Easily link involved parties and relevant data together.

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As a technician, you can also work offline with your service orders using piaX. Required working hours, materials, and reports are recorded directly in MS Outlook and sent back to proALPHA.

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

Call us at +49 341 355 87 170

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