| Branch: 1.CRM |
Feature: Companies and Contacts | My Companies |
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| Description: This feature lists all of companies and will allow you to manage them in your application in the quickest way. |
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| Branch: 1.CRM |
Feature: Target Segments |
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| Description: This feature is designed to create segments or group of personal contacts.
These segments will then be used to send in group newsletters, create a task, assign an employee to the team, follow up the sales process realized with them, and anything else that you wish to track. |
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| Branch: 4.Project |
Feature: Calendar |
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| Description: This feature displays all assigned Tasks and task Reports associated with selected Project. You can customize reports/tasks list filtering it by your interest period of time with Month and Year drop-down lists |
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| Branch: 2.Marketing |
Feature: Emailing | TrackedLinks |
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| Description: Tracked links feature will help you to be ensured that information and offers reach the targeted audience. Each time customer opens your email and clicks on those links, you’ll have a report. You can attach to this link image, file, flash, object or whatever you want to make the email catching. |
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| Branch: 3.Administration |
Feature: Certificates |
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| Description: This back office feature is dedicated to storing all certificates for your products. These certificates will then be visible from the website part. This part will allow your final customers to search for the product and get the dedicated certificates images. |
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| Branch: 4.Project |
Feature: Program List |
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| Description: This feature is designed to display the list of program by your company, which helps to monitor the project. The information includes ville, category, type, total, etc. |
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| Branch: 3.Administration |
Feature: Tools | Importation |Import individuals |
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| Description: Similarly to Companies and Contacts, there is an option to import individuals as a single .xls file, created according to an available template (only xls, xlsx, csv formats are accepted). Click on the link to download/open an empty template file, and fill out your data. Don't delete or rename columns. |
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| Branch: 7.Backoffice |
Feature: Tools | Importation | Import Sales |
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| Description: These applications is dedicated to let you compare the customer’s data with that of your company about sales, type of telephone, manager,… as it must be the same with each other. It is the fastest way to add or update their information in bulk and the customer information will be updated accordingly. This feature allow you to synchronize the data as well as the information. |
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| Branch: 7.Backoffice |
Feature: Database | Companies | Download the companies logo |
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| Description: This feature is designed to show the logo, download the logo and find the company. To download the logos, select “Download the logo” at the top of the page, it will run the process of download to one 100 percent. In this way, it helps to count the number of logos downloaded, companies processed, total companies, and certainly shown in the below. |
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| Branch: 1.CRM |
Feature: Call Center | Call Panel |
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| Description: This feature will help you know how many companies did you call, how long since you last contacted them and whom did we contact in every predefined target segment. |
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