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Customer Relationship Management - Key Features

  • Ability to add new attributes to contact profile by the end user.
  • Import/Export contacts, tasks and meetings and other operations from outlook.
  • Sales teams’ management and access authorities.
  • Security on the clients’ data and contacts sharing.
  • Structured marketing campaigns with budget vs. cost control.
  • Direct link of sales leads and opportunities to the campaigns.
  • User defined sales process.
  • Shared document pool for sales materials.
  • After sales with user defined SLA and escalation Matrix (Incidents Management System).
  • Controlled knowledge base area & frequent questions answered.
  • Rich reports and dashboards.
  • Scheduler sales team task management and follow up.(like outlook calendar).
  • Ability to integrate with call center machines.
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