CRM Features

 

Sales Force Automation
Marketing and Promotion
Customer Support and Service
Product Management
Territory management
Reports and Analytics
knowledge base and Dashboard
Office Integration
Users and Security
Inventory Management
Technology and Platform

Sales Force Automation

  • Customer Management.
  • Lead Management.
  • Contact Management
  • Opportunity Management
  • Sale Qoutation Management
  • Sales Activity Tracking
  • View all contact and account information and history in one single form.
  • Automate leads routing and escalation, convert leads to opportunities, and track and manage opportunities through the sales cycle.

Marketing and Promotion

  • Campaign Management
  • Lead Generation
  • Automatic Import of Leads
  • Market Analysis Reports

Customer Support and Service

  • Service Issue Management
  • Satisfction Management
  • Quality Assurance Management on each service
  • RMA Management for service products

Product Management

  • Product catalog and Price Books
  • Product Groups, Categories and Families
  • Generate Price lists in multiple currencies.

Territory Management

  • Create sales territories and manage territory-based processes
  • Territory sale reports

Reports and Analytics

  • Standard Reports
  • Graphic Reports
  • Analytic Cubes

knowledge base and Dashboard

  • Dynamic Dashboard view
  • List views will expand in details
  • Custom Search Engine, generates unlimited reports and lists
  • Export information to Excel

Office Integration

  • Work through Microsoft Outlook for sending emails and attachements in PDF.
  • Integration with Microsoft Office, users can create document and export data to Microsoft Excel.
  • CRM integrates easily with any Business Solutions like ERM applications.

Users and Security

  • User and profile management
  • Roles for organization hierarchy
  • Groups and function based security.

Technology and Platform

  • Microsoft Windows Server 2003 or 2008
  • Microsoft SQL-Server 2000 or 2005