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Customer Relation Management (CRM)

Customize Customer Relation Management (CRM)

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Summary
    60 days money back
    free lifetime updates
    90 days free support
    Customer Relation Management (CRM)
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    • Product Description
    • Reviews

    Sales

    • Accounts
    • Activity tracking & history
    • Approvals
    • Business to Business (B2B) configuration
    • Business to Consumer (B2C) configuration
    • Competitor tracking
    • Contacts
    • Contract management
    • Customizable sales process
    • Document and integrated content library
    • Lead capture
    • Lead scoring, routing, & assignment
    • Opportunity tracking
    • Line-item opportunity management
    • Product catalog & tracking
    • Quote management
    • Sales forecasting
    • Product-level forecasting
    • Sales teams
    • Territory management
    • Third-party sales methodologies

    Marketing

    • Campaign dashboardsL
    • CampaignsL
    • Email marketingL
    • Integration with other marketing automationL
    • Marketing campaignsL
    • Marketing reports
    • Mass email
    • Newsletter management
    • SMS marketing campaigns
    • Web to lead capture

    Customer Support

    • Advanced case escalation and notification
    • Bug tracking
    • Call center
    • Case escalation and queuing
    • Case management
    • Customer self-service portal
    • Customer support email management
    • Knowledge base

    Reporting

    • Advanced charts
    • Cognos BI for Sugar
    • Custom reports
    • Customizable forecasting
    • Dashboards
    • Dashboards - customizable
    • Dashboards - multiple on homepage
    • Dashboards - opportunities by lead source
    • Dashboards - sales pipeline
    • Matrix reports
    • Pre-built Reports
    • Read-only report access
    • Scheduled reports
    • SQL reporting

    Collaboration

    • Activity streams with social media integration
    • Custom module activity streams
    • Activity management
    • Document management and attachments
    • Document management in the Cloud
    • Dynamic teams
    • Employee directory
    • Online meetings
    • Team notices
    • Workflow automation
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