Contact Relationships

Integration Control

Integrated with Distribution Accounting, Shopping Cart

CRM links to both vendor and customer accounts

The Shopping Cart auto-adds and updates customer accounts in Distribution Accounting and CRM

Account Management

Track all accounts from a common repository

Specify parent-child relationships between accounts

Import accounts from ACT, GoldMine, and other applications

Create fully customizable account reports

Attach customer-specific documents to accounts for a quick reference in the future

Contact Management

Track all contacts from a common repository

Create the hierarchy of contacts within a company

Import contacts from ACT, GoldMine, and other applications

Export contacts to spreadsheet software for further analysis

Synchronize contacts with Microsoft Outlook

Lead Management

Creating leads and convert them into opportunities, accounts, and contacts

Import leads from external sources, such as web downloads, trade shows, seminars, direct mail, and other types of campaigns

Qualify leads to next stage

Create fully customizable lead reports

Export leads to spreadsheet software for further analysis

Activity Management

Add important customer-related emails to CRM for quick reference

Store all the details of customer meetings and calls

Manage daily tasks of the CRM users to have a streamlined sales process

Opportunity Management

Track all sales opportunities end-to-end in a sales cycle

Associate opportunities with accounts, contacts, activities, and other modules for visibility

Create fully customizable opportunity reports

Export opportunities to spreadsheet software for further analysis

Reports & Dashboards

Pre-build reports for sales force automation

Sales pipeline analysis by stage

Monthly Sales pipeline analysis

Sales opportunities by lead source

Drill-down the dashboards by time and opportunity stage

Marketing Management

Calendaring, Contact Management, File Attachments

Track marketing campaign effectiveness based on customer data

Manage emailing lists based with opt-in and opt-out settings

Send mass email campaigns from selected mailing lists

Security Management

Security management includes roles, hierarchies, profiles, and groups

Sharing and access control can be changed for each module

Manage sets of access permissions and assign them to roles for different groups of users

Options

Capture leads from your web site and transfer into the CRM

Customize an online lead form per your company requirements

Execute personalized mass mailing campaigns