Features

By: Mbi Systems  09-12-2011
Keywords: contact management

Features

Account and Contact Management

Track all customer interactions and add files, notes, or literature requests.

Assign ownership, establish account hierarchies, and track lead sources.

Share information captured at all points of interaction for a complete

customer view.

Opportunity Management

Track probability of close, products, lead source, status, and competitors.

Generate sales proposals automatically reflecting native customer currency.

View Opportunity Snapshot and e-mail key summary data to managers with

Real-time Interactive Dashboards

View performance metrics, diagnose key issues, and identify opportunities

from a single location.

Analyze key performance metrics such as pipeline status, open opportunities,

and win rates.

Calendar and Activity Management

Manage schedules and track phone calls, to-do items, events, and literature

requests.

Advanced Outlook Integration

Manage contacts, e-mail, and calendars using Microsoft Outlook within Sage

CRM SalesLogix.

Send e-mail and attachments using Outlook and record to Sage CRM SalesLogix

history.

Sales Process Automation

Create custom processes based on product line, deal size, territory, or lead type.

Automate sales activities and assign objectives and results required

at each stage.

Forecasting and Reporting

Analyze sales campaigns, pipeline efficiency, revenue by lead source, and more.

Segment opportunities by account manager, region, or probability of close.

Lookups and Groups

Perform temporary lookups or create groups for repeat access to groups

of records.

Customer Communications/Mail Merge

Create custom HTML e-mail templates, then personalize and send using

Mail Merge.

Archive letters, e-mails, faxes, or proposals within customer account records.

Competitor Tracking

Record competitor product information as well as strengths and weaknesses.

Track sales team members, sales strategies, and reasons for win /loss.

Literature Fulfillment

Select cover letter, item, priority, send date, quantity, and shipping options.

Reference Library

Store product information, marketing collateral, manuals, pricing, and

presentations.

Attach and send files from the Library in e-mails to customers and prospects.

Territory Realignment

Realign sales territories, create new teams, and reassign account ownership.

Integrated Marketing, Customer Service, and Support

View marketing campaign details, response rates, and associated sales revenue.

Arm sales reps with a history of their customers’ service and support issues.

Back-Office Integration

View accounting data such as credit status and accounts receivable balance.

Access current product information, inventory, pricing, and discounts.

Windows, Web, and Mobile

Select the access method(s) that best fit your varied sales team.

Synchronize rapidly and work offline, or work online over a network or the Web.

Utilize mobile phones and PDAs for quick access to customer data in the field.

Business Alerts/Notifications

Monitor data proactively and notify management when business conditions

are met.  Receive alerts via e-mail, pager, PDA, fax, cell phone, or Web browser.

Keywords: contact management

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