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Features
Overview | Features | Benefits | Download
Demo
Account/Client Management
Easily and securely share client and contact information throughout
your organization and manage every aspect of your accounts and clients.
Business Process Management
Set up an unlimited number of business processes. Track
accounts, opportunities, events, and projects with your
pre-defined processes.
Event Management
Automate the planning and tracking of all aspects of corporate
events, from sending invitations, to maintaining attendance lists.
Product and Services Tracking
Store and manage information about your products and services
helping to ensure that the most up-to-date information is shared across
your organization. Flexible quote and proposal formats allow you to
select from your catalog of products and services, as well as include
ad-hoc line items.
Sales Forecasting/Pipeline Management
Analyze sales trends, project revenue over any period of time and
better manage the entire sales cycle with process tracking. Associate
opportunities with contacts, organizations, projects, products and
services. Manage opportunities against individualized sales quotas.
Customer Service/Help Desk
Includes sophisticated features such as call tracking, automatic
escalation, automatic e-mail notifications, and assignment pools by
expertise. Integration with Sametime for awareness and automatic capture
and storage of instant messaging.
Project Tracking
Easily associate activities with projects or campaigns.
Separately manage and assign tasks and subtasks.
Integration with Quickplace for better project collaboration.
Document Management
Store, organize and securely share your documents enterprise-wide.
Associate documents in the Library with contacts, organizations,
opportunities, projects, products and services.
MS Office Integration
Create custom templates complete with logos, boilerplate text, and
merge fields.
Generate MS Word documents or Excel spreadsheets for individual
documents or mass mailings.
Generate and display charts and graphs in Notes. Launch charts in Excel
or store them in the integrated document library.
Lead Management
Easily import and export lead lists.
Manage and qualify leads before they are added to your contacts
database.
Relationship Management
Easily associate an unlimited number of relationships with contacts,
organizations and projects.
Pre-configure relationships by entity-type or project category or
configure an unlimited number of relationships on-the-fly.
Workflow Rules
Create workflow rules that generate email notifications based on a
specified event or field value. Rules can specify who to notify and
whether to include a doc link in the email |
