Relation Management (SMI)

Use the Relation Management (SMI) module, which is also called the Sales and Marketing Information module, to support the marketing and sales aspects of a product.

In the Relation Management (SMI) module, you can register any type of information on trade relations (sold-to business partners and potential sold-to business partners), opportunities, contacts, and marketing activities in a flexible way. You can add additional, user-definable features if you require more specific information. Direct mailing can be carried out through standard letters by selecting trade relations, opportunities, and contacts. The appointments of employees and sales representatives can be managed based on activities.