FIS/crm Release Notes 2015

Transcription

1 Dear FIS/crm users and potential customers, The following document gives you a short overview of the new FIS/crm Release For further information, please contact Jasmin Kiesel: +49 (9723) , j.kiesel@fis-gmbh.de 2015/01/01 Release 2015 FIS GmbH Page 1 of 5

2 Table of Contents 1 The Solution Your Benefits FIS/crm Web FIS/crm Mobile /01/01 Release 2015 FIS GmbH Page 2 of 5

3 1 The Solution Your Benefits FIS/crm The key to more customer satisfaction. Customer Relationship Management (CRM) by FIS is a web solution that helps you to determine and maintain data and information regarding your customers and your relationships with them and to profitably use this data/information in marketing, sales and distribution, cost accounting and customer service. An optimized and integrated Customer Relationship Management (CRM) enables an easier, faster and lower-cost structuring of your business processes from customer acquisition and order processing up to support. Efficient customer handling by means of address and contact management, for instance, provides the prerequisite for a long-term partnership with your customers. Yout benefits: Independently executable web application that is available anywhere without an ERP connection High integration into the SAP data model (SAP ERP and SAP Retail) Intuitive operation Sophisticated CRM core processes (address/contact management with activity management, lead and opportunity management, campaign control, field service support) Interfaces for third party applications (best-of-breed strategy) Integration for central address data maintenance and distribution with FIS/cds Expandability to a corporate solution with address data harmonization Sustainability due to continuous development Implementation of customer-specific adjustments by the manufacturer FIS/crm offers you excellent system stability as well as numerous functions: FIS/crm Web FIS/crm Mobile 2015/01/01 Release 2015 FIS GmbH Page 3 of 5

4 2 FIS/crm Web Processes Information can be found more quickly via global search Monitoring of delegated tasks Simplified preparation of customer calls for field service representatives by copying routes Automated business processes, such as automatic export of activity dates to MS Exchange, collision check of dates when preparing customer calls More efficient cooperation with colleagues by releasing your own worklist for colleagues/departments Increased data quality by simplified data transfer from external address lists (vcard import) Faster logon by superimposing the user name Integration Display of further information from the SAP customer/vendor master, such as general lock data Display of partners and partner roles of an SAP vendor/customer Display of archived documents via standardized SAP interface Improved global business processes due to message exchange between SAP and FIS/crm, e.g. tracking of SAP quotations in FIS/crm or information to customers via or SMS Controlling of the use of customer-specific enhancements by means of user action analyses in FIS/crm via Piwik Opening of objects (master record, activities) directly from a BIRT report or other external applications Improved connection with FIS/cds regarding the personal contact data of a contact person (O data) in SAP processing and maintenance of this data in FIS/crm (Release 02/2015) 2015/01/01 Release 2015 FIS GmbH Page 4 of 5

5 3 FIS/crm Mobile Processes Support of mobile business processes, e.g. creation and change of master data Faster logon by superimposing the user name Integration Display of partners and partner roles of an SAP vendor/customer Display of archived documents via standardized SAP interface Controlling of the use of customer-specific enhancements by means of user action analyses in FIS/crm via Piwik *** End of Document *** 2015/01/01 Release 2015 FIS GmbH Page 5 of 5