Monday, November 24, 2008

Front Office CRM


Its a good CRM software. Here is the feature list:

CRM Features

  • Web Based environment for real time information.
  • User Friendly Web Interface
  • Accessible from anywhere through intranet/internet.
  • No client installations. Works with web browser.
  • No License restrictions
  • Mobile access for real time information through GPRS.
  • Free one year support for any errors or defects.
  • Help manuals

Customer Management

  • Customer Information
  • Customer Organization hierarchy(Sub Accounts)
  • Customer Contacts
  • Multiple Addresses
  • Notes
  • Activity Tracking ( Email, Phone, Tasks, Meetings, Fax, Letter)• Customer View of All CRM related Entities(Leads, Orders, Campaigns etc)
  • Predefined Filters
  • Advance Search

Activities Automation

  • Phone Activity automation
  • Fax Activity automation
  • Email Activity automation

Organization Hierarchy

  • Definition of Organization and People
  • Security Management over the organization

Product Management

  • Product Information
  • Metrics of Products (Units)
  • Price list
  • Product Catalog. Publishable to internet.
  • Integration with Inventory system. *

Sales Cycle

  • Caters B2B and B2C models
  • Lead, Opportunity, Order, Quote, Invoice Management.
  • Automatic conversion into successive sales object. eg. Lead to Opportunity
  • Linking of products, pricelist
  • Linking of Activities(Email, Phone, Tasks, Meetings, Fax, Letter)
  • Notes
  • Sales Literature (Brochures, Reports, etc)
  • Competitors Information.*
  • Sales Process. *
  • Sales Quota. *
  • Sales Person KPI
  • Predefined Filters
  • Advance Search
  • Integration with Finance System. *
  • Notifications & Alerts for users. *

Marketing

  • Campaigns based on CRM Activities
  • Automatic Email/ Fax Campaign on schedule basis
  • Campaigns Reporting
  • Marketing Literatures
  • NotesActivities
  • System Supports Tracking of these activities
  • Email
  • Fax
  • Letter
  • Meeting
  • Task
  • Phone
  • Management of Un-Owned activities
  • Task Management
  • Sales Person "To Do" Activities
  • Calendar View for daily activities.

Reports

  • Sales Reports
  • Marketing Reports
  • Sales People Reports
  • Administrative Reports

Security

  • Security over complete Organization Hierarchy
  • All CRM related actions controllable.
  • Registration of Users
  • GroupsIntegration
  • Integration with ERP/Inventory System/Financial Systems*

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