Configuration Management & Documentation

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You manage your configuration elements (designer elements, data model, triggers, etc.) as processes, record ongoing individual adaptations, and thus receive a traceable, current and detailed documentation of your system and its add-ons including a change history. Employees can thus learn quickly and gain an overview of the current data model.

Based on this centrally-stored information, it is possible to export a documentation file in various file formats at the touch of a button.

Templates describe processes of the CRM application – these include functional expansions including independent and referenced elements and their documentation. The functional scope can be expanded quickly to include additional processes by importing industry-specific best-practice business templates.

Thanks to the included transport management, it is easy to transfer data from a development system to test and productive systems.

Special CRM systems of companies operating globally can thus be administered centrally and distributed easily to the branch offices.

For whom?

• Partners who create the processes as templates
• IT departments
• Administrators
• Consultants