Easy Set-Up and Administration
- Plug-ins is easily Downloadable for integration for the word and Microsoft® Outlook
- Lots of Pre-built dashboards which provide the ability to customize as per requirement that gives real-time information about business performance.
- Facility of Access Control to provide the permissions which web development content are sharable or restricted based on user credentials.
- It provides capability to import bulk data from existing data resources (Ex. from other CRM tools such as Sales Force and ACT, or as a .CSV file)
Customer Relationship Management
- Account creation and management, with any number of contacts associated with each account
- Detailed activity history of meetings, calls, tasks, notes with option for file attachments and emails is tracked for each contact, account, lead, opportunity and case
- Close more sales by managing sales opportunities effectively – Manage your leads and sales prospects throughout the sales cycle to help ensure that nothing falls through the cracks
Sales Force Automation
- Dashboard-The Dashboard offers a single-view of the significant statistics about sales performance including: Importing on basis of sales stage, Importing on basis of month & prospect by outcome, and prospect by sales stage
- Outline view of upcoming schedule for appointments, top opportunities on the market, open cases, highlight of leads, open tasks on preference basis, sales pipeline graph, monthly report calendar, and a quick contact entry facility
- Sales lead creation and tracking and giving final touch to reach, and conversion of sales leads into prominent opportunities
- Graphical dashboard display of web development opportunities pipeline, lead sources and outcomes
Track Sales Opportunities
- Track essential information like status of your sales prospect, revenue target, prospect of closing, and predictable closing date in order to forecast your sales with web developmentconfidence.
- Sorting and filtering your contacts and sales opportunities with views to see only the most relevant information
- Include product or service and price information related to your opportunities which can help to identify potential revenue streams and product or service demand
Customer Service Tracking
- A case management system that allows users to track customer problems and resolutions. Allows each problem to have a lifecycle of information to help improve web development customer satisfaction
- Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history
Advanced Reporting
- Informative, preformatted reports track the status of sales efforts, help you prioritize sales tasks, and can offer insight into your business
- Run customized reports to quickly filter and summarize information about your business contacts and opportunities.
