
360° View:
View and manage all account activity,
customer history, calendar, and communications
including phone, fax, and e-mail.
Reports:
Use or customise a wide range of
reports to forecast sales, measure business
activity, and identify trends.
Opportunity Management:
Holistically manage
opportunities by linking all related contact,
activities and documents to each opportunity.
Workflow:
Automate business processes for
leads routing, opportunity tracking, activity
escalation and pipeline management.
Information sharing:
Centralised data storage
makes it easy to access, update, and share
consistent, current information across the sales
team.
Telephony Integration:
Improve efficiency and
enrich customer satisfaction by enabling
customer contact screen pops.
Knowledge Base:
Create and maintain a
searchable library of sales and marketing
literature, product FAQ's or even use it as a sales
training tool.
Data Import and Migration:
Import existing
customer lists and records from a variety of
sources.
Administration Management:
Create new users or groups and assign security rights, as well as
maintain system data, knowledge base and more.
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