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Sales Force Automation/CRM

" CRM is a software package which provides the tools to increase sales and productivity, streamline business procedures, and provide a better overall account management.CRM is designed to support the entire team giving way to greater communication and sharing of information. CRM has important tools and benefits for everyone working with prospects or existing customers. "

  • Multi-user functionality built to support the entire team of users
  • Distributed processing/replication amongst or between operating system environments
  • Relational database structure - written in PROGRESS, a 4th generation RDBMS
  • Unlimited companies, contacts, activities, memos, and user definable fields
  • Pop-up reference tables with built-in line validation
  • Built-in security and permissions to support access and ownership
  • Auto event generation to support your organizations' selling methodologies cycle
  • Opening and closing activity status notification
  • Fax Software support - for use in auto faxing of information
  • Import/Export Utility - ability to import ASCII delimited files
  • Calendar/Tickler File/Appointment Book w/conflict scheduling
  • Quotation Worksheets with copy quote capability and unlimited line items
  • Forecasting
  • Direct mail fulfillment with source and literature tracking
  • Relationship and competitor tracking
  • Questionnaires feature with unlimited questionnaires and unlimited questions
  • Reporting with a flexible selection criteria utility - allows for multiple entries per field
  • Activity inquiry feature and more
 
 
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