At Qymatix, we refer to the various areas of the software that you can access via the web application as ‘views’. These views make up your central working environment for making data-based sales decisions.
The content you see depends on your role and access rights within your company. For example, office and field staff can see different focal points, each of which is appropriate to their daily tasks. The scope of the views can also be influenced by your licence model.
A view combines various functions that help you to better understand and address your customers in a more targeted manner. Everything is based on data from your ERP system — it’s automated, intelligent and ready for immediate use. The same logic applies to our API if you want to integrate Qymatix into your own systems.
Typical views include your personalised sales opportunities, the customer file with relevant recommendations, and the administrative settings for your team. The user interface was developed with sales professionals in mind and focuses on the essentials: Clarity, speed and relevance.
This documentation refers to version 0.9.0 of our SaaS solution. If you are using a more recent version, there may be minor differences. Use the navigation menu or the search field above to find specific answers. If you need support, please contact us.