• Opportunity management

Convert leads to opportunities and track throughout the sales cycle with customizable workflow rules

• Sales process management

Convert Use customizable workflow rules and selling methodologies to help ensure opportunities are tracked and closed consistently and efficiently.

• Pipeline optimization

Use analytical tools to provide sales people with qualified sales leads and opportunities.

• Fax integration

Increase productivity within your company by enabling your employees to create, send, and receive faxes right from their desktop.

• Quotes

Create accurate quotes using a full-featured product catalogue that supports complex pricing levels, units of measure, and discounts.

• Order management

Convert quotes to orders that can be modified and saved until they are ready to be billed as invoices.

• Sales force management

Measure employee sales performance and credit opportunities against a salesperson’s quota as they are closed.

• Sales literature

Create, manage, and distribute sales and marketing materials, including brochures, white papers, competitor information, and more.

• Direct e-mail

Increase sales productivity by selecting customers based on common characteristics, then use templates to send customized e-mails with special offers.

Customer Service

• Case management

Create, assign, and manage customer service requests for each case from a central location.

• Complete view of customer information

View all customer information to better understand specific customer needs and answer account-related questions.

• Service scheduling

Manage and schedule even complex services with ease. Understand resource and equipment allocations, utilizations, and effectiveness.

• Automated routing and queuing

Use customizable workflow rules to automatically route service requests.

• Auto-response e-mail

Use customizable templates and workflow rules to generate and send auto-response e-mails to customer requests.

• E-mail management

Maintain an accurate record of customer communications with automated tracking of customer e-mails that associates e-mails with appropriate customer records.

• Searchable knowledge base

Publish support articles and other relevant support information to a searchable knowledge base.

• Service contracts

Create and maintain service contracts and update contract information automatically when a support case is resolved.

Marketing

• Marketing campaigns

Plan marketing campaign strategy based on budgets and expenses, promotion codes, target products, marketing collateral, and more.

• Marketing lists

Create and manage lists for specific campaigns or for future use by any campaign. Create lists using existing customer information or importing contact information from various sources into a single repository.

• Qualify lists

Query lists to locate accounts that meet specific criteria.

• Campaign templates

Create a campaign and re-use it as a template for future campaigns.

• Campaign execution

Track campaign activities, import leads, convert leads to opportunities, view cost and performance data, and more.

• Track marketing information

View campaign performance reports; assess campaign success based on opportunities, cost versus payoff, and other criteria; and analyse marketing results.