| Advanced
Customization and Security CRM
Suite Includes: |
| |
| Sales
& Marketing Features: |
|
Contact,
Account, and Opportunity Management |
|
List/Group management
with 1-click export to Excel |
|
Calendar & Activity
Management |
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Advanced
Outlook Integration (E-mail,
Calendar and Contacts) |
|
Mail Marge, including
support for HTML templates with
attachments |
|
Literature request
and centralized fulfillment |
|
Library for storing
Sales & Marketing collateral |
|
Contact Processes |
|
Reporting using Crystal
Reports 8.5 |
|
AutoSync - automatic
syncronization (for remote users/offices) |
|
Syncronization using
RAS or FTP |
|
SQL Server Database
supported |
| |
|
| Support
& Customer Service Module
included: |
|
Ticket and activity
management |
|
Defect Management |
|
RMA Management |
|
Service Contract management |
|
List/Group management |
|
Multi-field search
capability |
|
Searchable knowledge
base (tickets, defects, procedures,
external files, etc.) |
|
Reporting using Crystal
Reports 8.5 |
|
Notification Manager |
| |
|
| Marketing/Campaign
Management Module included: |
|
Includes Marketing/Campaign
Management Module |
| |
|
| Advanced
Sales Module included: |
|
Sales Processes |
|
Forcasting |
|
Quotes and Sales Orders |
| |
|
|
Included Advanced
Customization |
| |
|
The
ability to add and
edit Basic and SQL
scripts to customizations |
| |
Modify the Account,
Contact, and Opportunity
Detail views. |
|
Add new Account, Contact
& Opportunity
tabs that can either
display
data in a grid form
or contain fields
that the user can
update. |
|
You can add Data and
Managed type views.
These views are used
to: provide tables
that are not related
to the Account, Contact,
and Opportunity tables;
build more complex
dialogs such as the
Sales Order and Product
dialogs; and create
different Account,
Contact, and Opportunity
Detail views for different
users. |
|
May schedule Agents
from Administrator |
|
| |
|
|
Included Advanced
Security |
| |
|
Field-level
security profiles |
|
Feature
security is available. |
|
Admin
roles can be assigned
to users. |
|
Ability
to change the user
security settings
via Security tab,
including:
•
Can change user access
to all tables
•
Can allow users to
create new teams
•
Can restrict user
from creating personal
contacts |
|
| |
|
|
Modules Available
Separately: |
| |
|
DynaLink
v2.1 for SalesLogix (back-office
integration) |
|
KnowledgeSync |
|
Sage SalesLogix
PivotReporter |
|
Integrated
Service Alerts (ISA) |
|
Web &
Wireless |
|
Oracle
Database |
|