a certified CRM consultant

FEATURES

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LEAD MANAGEMENT

• Lead Capture
• Lead Tracking
• Lead Nurturing
• Lead Distribution
• Lead Scoring
• Lead Analytics

SALES MANAGEMENT

• Sales Analytics
• Role Permissions
• Sales Team Hierarchy
• Individualized Dashboards
• Mobile & Tablet Access
• Territory Management

OPPORTUNITY MANAGEMENT

• Sales Analytics
• Role Permissions
• Sales Team Hierarchy
• Individualized Dashboards
• Mobile & Tablet Access
• Territory Management

MARKETING MANAGEMENT

• Campaign Management
• ROI Analytics
• Landing Page Integration
• Email Templates
• Market Segmentation
• Open & Click Alerts

EMAIL MARKETING

• Email Templates
• Individual Emails
• Mass Emails
• Drip Marketing
• Email Bounce Manager
• Email History

CUSTOM FORMS

• Encrypted Fields
• Website Integration
• Inline Forms
• Hyperlinked Forms
• Field Call Scripts
• Searchable Forms

CUSTOMIZATION

• Page Layout
• Homepage Layout
• Fields and Labels
• Message Board
• Personalized Views
• Multi-Language

AUTOMATIONS

• Marketing Automations
• Business Rules
• Sales Rep Reminders
• Date Based Workflow
• Milestone Triggers
• Automatic Emails & Text

REPORTING

• Custom Reports
• Report Subscriptions
• Sales Forecasting
• Pipeline Reports
• User Activity Reports
• Performance Reports

SMART QUEUE

• Call Prioritization
• Priority Delivery
• Automated Outbound Calling
• Integrated with VOIP
• One-Click Call List
• Customized Call Lists

ADMINISTRATION PANEL

• Access to all Features
• Change Reference Tables
• Create Custom Forms
• Add Account Managers
• System Reports
• Security Levels

DATA MINING TOOLS

• Power Search
• Saved Searches
• Mass Email from Search
• Multi-record Update
• Search Custom Forms
• Report on Search Results

Contact

(270) 495-3259

Contact

01565-24876