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FEATURES SUBFEATURES

SALES FORCE AUTOMATION opportunity management

contact management
account management
forecasting
quotes and contracts
mobile solutions

MARKETING AUTOMATION multi channel campaign

campaign wizard
E-mail marketing
web to lead forms
lead management
marketing analytics

CUSTOMER SUPPORT case management

inbound e-mail
knowledgebase
bug tracking
self service portal

REPORTING dashboards
marketing analytics
sales trends
case reports
customer profiles

COLLABORATION E-mail client

project management
activity management

PLATFORM team management

workflow management
layout editor
customer fields
module builder
module loader
access control
homepage layout
exchange apps.
dashlets

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IMPACT

can share opportunistic information & can tailor sales methodology acc.
consolidate contacts into a single location,record merge,de-duplication.
can check a/c status & relationships,ensures interaction with partners.
managers can create assign and edit quotas for their teams.
gives a clear picture of client agreement & product purchased.
improve sales productivity,access solution from any smart phone.

can check the effectiveness of the campaign during the sales stages(revenue).
simplifies campaign design,execution,tracking,offers ROI reports,list mgmt.
allows managers to identify the correct target for the given campaign.
automated lead import from web to crm solution.
segment leads based on attributes to opportunity& ensure follow up.
understand the ROI of marketing programs,track which channel is most profitale.

centralizes the service history of each customer,detailed view of customer req.

automatically attaches to customer a/c,issues can be prioritized and assigned.

identify&prioritize customer problem and assign them to employee accordingly.

allows clients to update a/c information & manage news letter subscription.

track which marketing program is most/least profitable.

consolidated sales data,charts,reports based on key metrics.
Monitor partner problems &see how well your partner support team solves them.
check your client base with time,parse by industry,revenue,time& geography.

handle all email comm. Without leaving crm,support like drag&drop facility.
Build & man. projects across teams,monitor upcoming tasks,%age completion.
archive emails%meetings notes to individual a/c,manage schedule,calendars.

define team based on company&client needs,analyze team performance.

standardize business process,define alerts & archive to ensure follow through.
the ability to tailor the look of each crm screen.
to capture critical info. about marketing programs,sales opp. & support cases.
create custom modules to track info. critical to your business.
Helps in selecting project from the broad range of categories.

configure homepage to dispaly only information.

can offer many other applications.
create web mashups b/w crm & ext. data source,create multiple dashlets,edit.

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