Solutions

Solutions

Sales Force Automation

  • ‣ Lead Management
  • ‣ Account & Contact Management
  • ‣ Opportunity Management
  • ‣ Sales Quotes

Customer Support & Service

  • ‣ Trouble Tickets
  • ‣ Knowledge Base
  • ‣ Customer Self Service
  • ‣ Online Knowledge Base


Marketing Automation

  • ‣ Campaign Management
  • ‣ Mass Mailing
  • ‣ E-mail Templates
  • ‣ Mail Merge Templates


     

Inventory Management

  • ‣ Products Catalog
  • ‣ Price Books
  • ‣ Vendor Management
  • ‣ Purchase Orders
  • ‣ Sales Orders
  • ‣ Invoices

Activity Management

  • ‣ To Dos, Meetings & Calls
  • ‣ Recurring Events
  • ‣ Shared Calendar
  • ‣ Activity History
  • ‣ E-mail Notifications
  • ‣ Notes

Productivity Add-ons

  • ‣ Email Client
  • ‣ Outlook Plug-in
  • ‣ Office Plug-in
  • ‣ Thunderbird Extension
  • ‣ Customer Portal
  • ‣ RSS Feeds
     

Reports & Dashboards

  • ‣ Key Metrics
  • ‣ Customizable Reports
  • ‣ 20 Pre-built Reports
  • ‣ 20 Pre-built Dashboards
  • ‣ Report Folders

Product Customization

  • ‣ Custom Fields (10 different data objects)
  • ‣ Pick Lists
  • ‣ Custom List Views
  • ‣ Drag & Drop Modules
  • ‣ Currency customization

Security Management

  • ‣ User Management
  • ‣ Profiles
  • ‣ Roles
  • ‣ Groups
  • ‣ Organization-level Acces