| Home |
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Launches the user into the application by showcasing important business
matters in a easy to digest format.
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Shows user specific activities,
reports, opportunities, open tasks, pipeline report in a quick
scan layout. |
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Features toolbars offering hot links,
short cuts, advanced search, and a quick “add a new contact”
component. |
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| Dashboard |
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Presents real-time charts used as business indicators.
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All charts are customizable and can be drilled into for specific
information |
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Pipeline chart shows pipeline activity by sales stage |
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Lead Source chart tracks marketing and lead generation activities,
and associates it to the pipeline |
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Pipeline graph displays expected revenue on a timeline |
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| Lead Management |
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Tracks marketing and lead generation activities, for capturing all
inbound inquiries and filtering the leads that should become an opportunity.
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Quick “add a new lead”
component entices users to add leads into the system |
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Leads shortcut toolbar for fast
navigation |
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Advanced Search and List screen
gives users instant results for lead look-up |
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Fast lead duplication button for
adding similar data |
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25 attribute fields for thorough
lead capturing with standardized lead tracking fields. Fields
can be customized and modified to fit business needs. |
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Open activities records can track
tasks, meetings and calls associated to the leads |
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Track lead history and capture notes
& interactions associated with the lead |
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Convert a lead and select to assign
it to an opportunity, a contact or an account. |
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Lead conversion filter scans for
duplicate accounts, contacts or opportunities and allows end
user to either associate it to existing data or create a new
entry |
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Assign multiple leads to an opportunity,
contact or account for a complete marketing profile to audit
effective campaigns |
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Bulk lead import tool for users
that has built-in matching logic |
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| Contact Management |
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Offers a complete view of the contact – providing more knowledgeable
insight for intelligent interactions.
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Quick “add a new contact” component entices users
to add contacts into the system |
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Contact shortcut toolbar for fast navigation through the contacts |
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Advanced Search and List screen gives users instant results
for contact look-up |
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26 attribute fields are standard, and fields can be added
or customized |
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Track open activities associated to each contact |
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Contact history lists all contact interactions through phone,
email, in-person meetings, and more |
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Quick view of opportunities associated to the contact |
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Quick view of cases associated to the contact |
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Quick view of contact relationships with other contacts within
an account |
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Quick view of leads associated to the contact |
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Built in matching logic for lead assignment and contact associations
to known accounts |
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Offer bulk contact import tool available to the end-user |
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| Account Management |
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For B2B companies, the Account Management tab is useful for gaining
an in-depth knowledge about key accounts by organizing the contacts
and opportunities associated to the account.
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Quick “add a new account”
component entices users to add new accounts into the system |
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Account shortcut toolbar for fast
navigation through the contacts |
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Advanced Search and List screen
gives users instant results for account look-up |
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23 standard attribute fields to
display complete view of account. Fields can be customized and
modified |
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Quick view of open activities associated
to the account |
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Quick view of history associated
to the contacts linked to the account |
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Quick view of the contacts associated
to the account |
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Quick view of the cases associated
to the account |
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Quick view of the member organizations
associated to the account |
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Quick view of the leads associated
to the account |
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Offer bulk account import by the
end-user |
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Archive emails associated to the
account |
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| Opportunity Management |
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Measures sales deals by the expected close date and the amount,
and incorporates data into pipeline charts and custom reports. Communicates
the business vitality – and provides sales insight across the
organization
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Quick “Create Opportunity”
component entices users to add new opportunities into the system |
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Opportunity shortcut toolbar for
fast navigation through the opportunities |
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Advanced Search and List screen
gives users instant results for opportunity look-up, and features
who the opportunity is assigned to plus the basic opportunity
vitals |
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Opportunity details feature 14 standardized
fields for complete view of the opportunity. Fields can be customized. |
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Quick view of open activities associated
to the opportunity |
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Quick view of history associated
to the opportunity |
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Quick view of the contacts associated
to the opportunity |
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Quick view of the leads associated
to the opportunity |
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Bulk import opportunity tool available
for end-user |
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| Case Management |
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A case management system that allows users to track customer problems
and resolutions. Allows each problem to have a lifecycle of information
to improve customer satisfaction.
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10 standard attribute fields to
communicate important points about the case. |
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Fields are customizable and are
time-stamped for case reviews |
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Quick “Create A Case”
component entices users to add new cases into the system |
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Case shortcut toolbar for fast navigation
through the cases |
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Quick view of the contacts associated
to the case |
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Quick view of the open activities
associated to the case |
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Quick view of the interaction history
associated to the case |
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Cases are reflected into the assigned
contact, account, and responsible user |
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| Notes |
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Track user comments through the universal notes tab which offers
the user attachment inclusions, a free-formed text field, and a descriptive
subject line.
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Quick “New Note” component
invites users to add new cases into the system |
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Notes shortcut toolbar for fast
navigation through the note component |
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User associates the note with a
contact |
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User can assign the note to the
account, contact, opportunity or lead level |
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| Calls |
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Schedule phone calls and select users and contacts who will participate
in the calls.
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Quick “Schedule” component
influences users to add new cases into the system |
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Shortcut toolbar for fast navigation
through the calls |
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User associates the note with a
contact |
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User can schedule and assign a call
to an account, contact, opportunity or lead |
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| Emails |
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Keep historical records of emails sent to and from contacts on the
email tab. Advanced archiving capability can quickly associate an
email to a known record in the system
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Quick “Track Email”
component entices users to add new emails into the system |
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Shortcut toolbar for fast navigation
through the emails archived |
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| Meetings |
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Plan meetings and record their purpose, attendees, and course of
action in the meeting tab.
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Meetings are then incorporated into
the calendar for scheduling |
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Quick “Schedule” component
encourages users to add upcoming meetings into the system |
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Shortcut toolbar for fast meeting
navigation |
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User associates the meeting with
a contact, account, and user |
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| Tasks |
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Manage daily activities and to-do list with the tasks tab. Offers
the user a catch-all area for protocol and organization.
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Tasks are then incorporated into
the calendar for scheduling |
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Quick “New Task” component
encourages users to manage tasks within the system |
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Shortcut toolbar for fast task navigation |
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User associates the meeting with
a contact, account, opportunity or lead |
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| Calendar |
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Activity summary tab that shows all planned interactions in a calendar format.
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Select a daily, weekly, monthly
and annual view of activities |
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Drill into calendar event with one
click on the activity |
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View tasks, calls, meetings on the
calendar which are relevant for the user |
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.....And More. Please,Go back to your dashboard and try it !! |
