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Digital customer and contract recording
The OVB financial analysis offers the OVB consultant the opportunity to digitally record customer and contract data and automatically transfer it to the OVB Sales consultancy system. The transferred data can be used for advice with needs analysis and calculation of offers.
OVB Finanz Analysis offers the following functions:
- Digital customer data acquisition
- Ability to draw to visualize information
- Taking photos for documents and contracts
- Entry of external contracts with contract details
- online and offline functionality
- optimized for tablet operation
What's New in the Latest Version 1
Last updated on Mar 31, 2018
- Digitale Kundendatenerfassung
- Möglichkeit zum Zeichnen zur Visualisierung von Informationen
- Aufnahme von Fotos für Dokumente und Verträge
- Eingabe von Fremdverträgen mit Vertragsdetails
- online und offline Funktionalität
- optimiert für Tablet Bedienung
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OVB Finanzanalyse
1 by Maklersoftware.com GmbH
Mar 31, 2018