Provides you with a solution for managing and processing business partners and contact persons. In addition, the integration of business transactions, contacts, marketing attributes and so on provides quick access to and easy maintenance of all the information on business partners or contact persons.

In this process, you create a business activity, and the data you enter in the business activity is automatically transferred to your groupware administration system, in this case, Microsoft Outlook or Lotus Notes. Next, you document the business activity, for example, using an activity journal or questionnaire.

An opportunity is a recognized possibility for business, for example, the sale of products or services. The opportunity makes up the framework for displaying sales projects from the beginning, and monitoring their success.

Combines and coordinates all initiatives and resources across the organization to condense planning and development cycles, while ensuring that this streamlined process still adheres closely to the Business Process. Reduces planning costs.

Segmentation preparation is a process that is generally performed by the database manager. This forms the foundation for business partner segmentation in the Segment Builder (that is all required attributes are created with the corresponding attribute values and data sources).

Validates, measures, and allows refinement of campaigns to maximize effectiveness through monitoring analysis, available during and after execution.

This process enables manual and automatic qualification of leads to set the lead qualification level. Lead processing also includes the creation of a business transaction, such as an opportunity, from a lead.