CRM

Modules and Functions CRM

Discover the features of your CRM offers !

We offers a full range of CRM (Customer Relationship Management) covering all the functional requirements of Customer Relationship Management: Sales Force Management (SFA) marketing automation (EMA), Management trade, statistics and decision, customer service management.

Table of functions and features by topic

Modules et Fonctions CRM

 

General CRM Functions

  • Companies Management
  • Contacts Management
  • History actions
  • Shared Calendar
  • Sending and Receiving emails
  • Sending SMS Letters
  • Templates and mailing

Sales Functions - CRM and Business Management modules
  • Opportunities follow up
  • Products Management
  • Quotes management
  • Orders management
  • Invoices management
  • Manage customer dunning
  • Objectives Management
  •  Géolocation : route calculation and preparation of tours

Supplier Relationship Management

  • Purchase Quote, request for proposal and request for informations
  • The management of negotiations and monitoring of procurement
  • Contracts suppliers

Reports and dashboards statistics

  • Scoreboard Statistics
  • Statistics and PDF Reports
  • Dynamic Dashboards

Marketing Functions

  • Manage leads and prospects
  • Marketing campaigns management
  • Emailing Campaigns , SMS, ...
  • Direct Mail Campaigns

Customer Service

  • Incidents and requests - tickets management
  • Customer Portal
  • Service contracts management
  • Subscriptions Contract Management
  • Project management
  • Time management

 Automation and Workflow

  • Activities management and alerts
  • Searches and alerts ready to use
  • Process Automation
  • CRM Connector: Connect your CRM
  • Computer Telephony and Computer (SIC) for incoming and outgoing calls

 Remote Access

  • Plugin for Thunderbird , Outlook, Lotus, ...
  • Access PDA, Blackberry, SmartPhone, ...

 Human Ressources

  • Management of employees / staff
  • Management of leave and absences
  • Management of expenses for mileage
  • Manage traveling expenses

 Administration

  • Import and Export Data
  • Customizing User : Configuration tab, filters, ...
  • Management of access rights by users
  • Team Management: Permissions and access rights

Specifications

  • Web interface
  • Database: MySQL 5

CRM SolutionIn addition, Blue note systems offer a CRM solution tailored to each job.

CRM Information requestFor more information about our CRM Application  : CRM Informations Modules et fonctions CRM  

 
Last Updated ( Friday, 05 August 2011 )
 
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