|
Contact and Account Management |
|
Contact Management |
| Records Tasks |
| Sets Priorities |
| Sets and Displays Appointments |
|
Duplicate Prevention
System |
|
Support for Multiple
Account Managers per Account |
|
"Virtual Secretary"
Reminder System |
|
Automatic "Last
Contact" Date Setting |
|
Search Accounts/Contacts
by "Last Contact" |
|
Single Que Activity History |
|
Keyboardless Event Entry |
|
Automatic and Manual
"Time Spent" Tracking for Events |
|
Email Integration and Options |
|
Mass 1-to-1 Email |
|
Group Email |
|
Automated Email Address
Completion |
|
Windows Address Book
(WAB) Access |
|
Email Template system |
|
Incoming/Outgoing Email
Integration (any Email client) |
|
Enter Contacts/Accounts
Instantly via Email Client |
|
Marketing and Advertising |
|
Marketing (Upselling,
Cross-selling) |
|
Marketing Campaigns and
Campaign ROI Tracking |
|
Bid Won/Lost Reason Tracking |
|
Lead Acquisition Tracking |
|
Transactions, Products, Orders, Accounting |
|
Multiple Tax Rates and
Rules |
|
Purchasing and Sales
System |
|
Product Volume Multipricing |
|
5 STARS (Workflow and
Pipeline tracking) |
|
Pipeline Reporting and
Tracking |
|
Products & Services |
|
Inventory and Inventory
Tracking |
|
Invoicing |
|
Purchase Orders |
|
Customizable Sales Process |
|
Order-Entry (Products,
Services, and/or e-Commerce) |
|
Customer Service & Support |
|
Customer Service Tickets |
|
Escalation Rules |
|
Customer Self-Service
Portal |
|
Knowledge Base |
|
Reporting and Analytics |
|
Standard Reporting and
Analytics |
|
Automatic ROI Analysis |
|
Advanced Custom Reporting |
|
"80-20 Rule"
Client Ranking Analytics |
|
Sales Forecasting |
|
Micro (Individual) and
Macro (Office) Reporting |
|
Self-Assessment Performance
Reports |
|
360° Customer View |
|
360° Enterprise View |
|
360° Team View |
|
360° Office View |
|
360° Employee View |
|
Employee Management and
Assessment |
|
Data Management & Processing |
|
Mass Database Field Updates |
|
Mass Update - Permissions |
|
Mass Delete |
|
Mass Move |
|
Dynamic Search Fields |
|
Folder-based Directory
Hierarchy |
|
Wizard-driven Data Import
System |
|
Quick Data Export |
|
Recycle Bin |
|
Workflow |
|
Workflow Tracking and
Mass Updates |
|
Global Readiness, Scalability and Security |
|
16 Terrabytes per db
Table |
|
Multiple Offices and
Regional Support |
|
Unix-style Group Permissions
System |
|
Secure Socket Layer (128-bit
security) |
|
Unlimited Custom Fields |
|
Multinational Location-Independent
Currencies |
|
Multinational Location-Independent
Time Zones |
|
Double-byte and Unicode
for Multilingual Support |
|
Wireless and Offsite Options |
|
Synchronization with
MS Outlook |
|
Administrative Control
over MS Outlook Syncing Policies |
|
i-mode, J-Phone, and
mMode Wireless Interfaces |
|
Offsite Version Available |
|
Source Code Availability |
|
Groupware |
|
Group Calendar |
|
Built-in Enterprise Instant
Messaging System |
|
Document Management |
|
Documents (Virtual File
Server) |
|
Documents Full Permissions |
|
Documents Folder-Based
Heirarchy |
|
Microsoft Word Templates |
|
3rd Party Integration |
|
Platform |
|
Miscellaneous |
|
Account Research on Google |
|
Documentation and Configuration Support |
|
Online Help Documentation |
|
Knowledge Base |
|
CRM Configuration Wizard |
|
Administration Area |
|
Online Video Help System |
|
Available Configurations |
|
Web-based ASP (Hosted) |
|
Local Server |
