Wednesday, February 08, 2012

Interprise Suite > Customer Relationship Management (CRM)
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customer relationship management (CRM)

CRM, the most integral tool of a sales team, is now one of the most powerful modules in Interprise Suite. Put yourself in a world where data and information flows from all the various modules in and out of CRM. As soon as an order is placed, an invoice is paid, or a shipment is fulfilled that information is immediately reflected in CRM giving your sales team up to date activities, opportunities and marketing results.

Companies can rely on Interprise Suite's CRM Module's powerful yet simple to use functions. As your organisation utilizes the power tools of Interprise CRM your company will soon find its way to better and more efficient customer service and relations.

Sales will increase by automating key aspects of your company's selling cycle and by managing and tracking all aspects of your sales campaigns.

 

key features
  • Company-wide view of all the activities
  • Pinable fly-outs organize calendar items
  • Multiple calendar views
  • Filter out calendar activities by activity type (phone call, meeting, to-do, etc.)
  • Filter out activities by priority
  • View all activities assigned to a particular user
  • Filter out all activities that are either completed, in progress, or cancelled
  • User defined filters can be saved and reapplied 
  • Supports an unlimited number of leads and prospects
  • Support for personal contacts
  • Tabbed Contact Form
  • Create activities and opportunities within the prospect or customer form
  • Attach documents and other files for the prospect and contacts
  • Activities can be assigned to individuals or teams
  • Activity types include: To-do, Case, Meeting, Call and Callback
  • Reminders can be set up to pop-up before the task is due
  • Supports custom categorization of activity items
  • Activity notes supports pictures and advanced text formatting
  • Attachments can be added to activities keeping activity related information together
  • Activities can be assigned to opportunities and campaign waves
  • Callback buttons allow you to set up return and follow-up calls with just a single click
  • Call activities features a timer to automatically and accurately record call times
  • Meeting activities allows you to assign resources, check the availability of team members and automatically notify participants via email of new meetings
  • Support for reoccurring activities
  • Complete sales force automation
  • Create and estimate opportunities
  • Predict estimated revenue to be won or lost
  • Relate sales quotes, email and other documents
  • Include competitor details for comparison
  • Add notes and view activities, communications and history
  • Chart analysis of opportunities to see results
  • Search form filters out open, won and lost opportunities
  • Supports an unlimited number of custom fields
  • Embedded Interprise word processor creates e-mail or documents that can be sent via e-mail or fax
  • Audit trail tracks opportunity progress 
  • Create personalized text or HTML based emails and faxes to send to your leads, prospects, customers or suppliers.
  • Selectively send emails or faxes to customers and prospects. For example, customers with good credit who bought a particular item
  • Integration with your entire contact transaction history allows for better communication with customers allowing for better service, building loyalty and increasing sales
  • Audit trail tracks campaign progress
  • Included chart analysis of campaigns to decide on appropriate course of actions
  • Search form searches active, completed and cancelled campaigns
  • Campaign Form allows for an unlimited number of custom fields
  • Open and save documents in rtf, html, doc (Microsoft Word), XML and TXT formats.
  • Documents can be saved in Interprise Suite to be shared company wide
  • Documents can be exported to adobe PDF files
  • Easily create mail merge documents
  • Integrated spelling and autocorrect options
  • Built in templates makes mail merging a one step process 
  • Email dashboard (Incoming / Outgoing / Sent)
  • Comprehensive email composer with spell check and autocorrect
  • Read, reply, send or forward email
  • Send mass email with mail merge; multiple file attachments
  • Contact-related e-mails are stored in contact history, allowing you to view a company-wide record of all e-mail related activities
  • Works with Interprise Suite user profile allowing the set-up of e-mail accounts with no additional work
screenshots

 

Addvantage Solutions Malta - Interprise Suite - CRM Activity meeting availability screen

Addvantage Solutions Malta - Interprise Suite - Calendar Dashboard

Addvantage Solutions Malta - Interprise Suite - Campaign Wave Target

Addvantage Solutions Malta - Interprise Suite - CRM Opportunity Detail Screen

Addvantage Solutions Malta - Interprise Suite - CRM Target List screen

Addvantage Solutions Malta - Interprise Suite - Workflow dashboard

Addvantage Solutions Malta - Interprise Suite - CRM Screen

 

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