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• Sales Force
Automation (SFA) – Opportunity Management, with
unlimited sales processes. Alerts for big deals.
• Forecasting – Both units and revenue based
forecasting
• Territory and Team Management
• Commission Calculations
• Marketing Automation with Campaign Management
• Survey & Questionnaire Management
• Inventory with Drop Ship support
• Contract Management - Create contracts by incident,
hours, or days and apply them against Cases and Projects.
• Project Management
• Tickler - Track all your date driven events from
a single view.
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• Multi level pricing
control – Set tiers pricing, preferred customer
pricing, or volume based pricing.
• Competitor Tracking
• Group Clients by Relationship & Profile – This is a
huge time saver, because you can manage several types of records within
a single database of clients using single tab driven navigation.
• Time & Billing – Staff can enter their daily
time entry
• Vacation Request
• Service & Support
• Interactive Client portal – Share Documents,
Invoices, Quotes, Projects, and Cases. |