Module 1

Module 1

Graphical / Geographical Planning

Innosoft Resource Planning is a comprehensive tool for the planning and supervision of projects, assignments, and resources. The system provides a clear graphical representation of the personnel and machine planning and – combined with the module GeoMap – also allows the ideal planning of routes.

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Module 2

Module 2

Customer Relationship Management / Helpdesk

The Innosoft Customer Relationship Management functions as a perfect interface between company and customer. With the complete customer and machine history all relevant data are available at any time and can be prepared for sophisticated analysis and marketing purposes quickly and easily.

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Module 3

Module 3

Mobile Field Service

The Innosoft Mobile Field Service is the optimal support for field representatives at work. By means of the direct feedback of the assignment data (times, spare parts, travel expenses, assembly reports etc.) right after completion of the services on site the service assignments can promptly be processed further  and approved for invoicing in the head office.

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Module 4

Module 4

Project Management

When it comes to the planning and implementation of complex projects in the sector of machinery and plant engineering, Innosoft Project Management is the ideal tool for the graphical scheduling and capacity control, from the construction to the manufacture and the assembly. In addition, the always up-to-date overview of the order workflow and the capacity requirements in each area facilitates the creation of the annual business plan.

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Phone-Center-Anbindung

Phone Center Connection

The Innosoft Phone Center is activated automatically when a call comes in or goes out. If the dialled number can be found in the address data (address or contact person), then all according information on the address are displayed. The call can either be accepted or rejected via the Phone Center. For each session a current caller list is created, and apart from that all calls are permanently stored in the databank. A memo is opened automatically when a call is accepted. It is possible to create a new procedure or a to-do from this memo. The memo is closed with "Esc", but all input is preserved.

Integration into the Customer Relationship Management

In the menu of the Customer Relationship Management is the entry “calls”, from which all essential functions of the Phone Center can be accessed:

  • Accept call: Accepts the incoming call, the caller (if identified) is directly opened in the Customer Relationship Management.
  • Terminate call: Terminates the current phone call
  • Open active caller: Opens the currently active caller (if identified) in the Customer Relationship Management.
  • Open last caller: Opens the previous caller (if identified) in the Customer Relationship Management.
  • Open caller of last connection: Opens the last caller (if identified), with whom a connection has been established, in the Customer Relationship Management.
  • Call list: List of all calls (incoming and outgoing)

Over the button for the contacting (red phone directly above the address) it is possible to get in touch via phone with the customer or the contact person when the customer entry is opened.

Technical requirements

  1. Telephone with CTI interface
  2. Installed TAPI device for the applied telephone