Introduction to CRM.pad LSI / CRM.pad CG

You can access, display and edit data in the Aurea CRM database with your tablet PC like Apple iPad using CRM.pad LSI or CRM.pad CG.

For further information on system requirements see https://support.aurea.com.

You can access, edit and add relevant data quickly due to a user interface that was adapted to your needs.

This document provides an overview of the design and the basic function of the Aurea CRM.pad specific to following businesses:

Life Sciences International/Consumer Goods (LSI/CG) - Here the business focus is over the counter sales and pharmacy in a B2B and B2C model. The primary process focus in LSI/CG is sales.

This document describes the user interface and the most important functions such as searching and editing data based on the default LSI industry solution. Some of the described functions are not available for all users as they might be assigned to specific roles (e.g. a rep needs access do different data than a member of the Marketing team).

Note: : There are only minor differences between the CRM.pad versions for LSI and CG, e.g. Samples are only available in LSI. In addition, the terminology differs in some areas, e.g. Accounts (LSI) / Company (CG) or Marketing Objective (LSI) / Job Card (CG). Despite the differences you should be able to use both versions with this document.