Sales Activities

Real time data about sales activities; diverse control and usage possibilities vineyard 27.07.2011. fsOffice”stands for financial” sellers Office – and this meaning is the Weingartener Volz Gruppe AG program since the first release in the year 2000. In doing so, fsOffice was from the outset adapted to the needs of sales organization and therefore consistently addressed the requirements of sales practice. Recently, a special version of fsOffice even as an app for iPhone and iPad is available. Meanwhile, fsOffice has been updated several times and presents itself today as one of the most comprehensive programs for sales controlling in the financial market.

fsOffice provides an important basis both for decision makers, as well as sales staff, sales success measured activities better and plan to. So it also becomes the indispensable instrument in terms of control and controlling of sales activities against the background of increasing cost sensitivity. The control is a indispensable tool to optimize sales measures which tasks systematically tracked and targeted sales goals achieved,”says Dr. Dirk Appelhans as project developer for the Valdez Group AG. fsOffice offers a full insight into the activities of individual consultants, their activities and financial statements. Thus, ideal conditions are created to promote potentials, but to eliminate deficits also. With regard to the planning of total sales, fore cast scenarios offer the possibility to introduce control measures at an early stage. “” The program also offers executives, sales managers and decision makers the advantage of real time-related facts first-hand and not dyed “information by word of mouth”.

The individual customers, are available in addition all structural data available on what is a good base for an integrated and aligned with the needs of the customer advice. In this respect fsOffice also ideal as possibility of proof of offers in the Related to the requirements of the EU insurance mediation directive. The necessary base data are myVast by the database solution offered by Volz, the requirement is provided for fsOffice. Despite this extensive offer, the cost for the basic license with 148 euros per month (19 euro for auxiliary licenses) incl. myVast are comparatively low. The offered diverse tools and analysis options allow a comprehensive analysis of all sales activities and customer potential”, says Hans Appel. In addition, targeted measures, for example, for attracting customers can be implemented. The geodata it backed allow not only a targeted and efficient customer response after Regionalitaten, purchasing power and investment behaviour, it is also possible to dine dates directly into the system through targeted use of call centres. More information: