Our Cloud computing management products support the research and development of enterprise-level product applications in various industries, plug-in management, as well as the extensive integration of third-party software products, its powerful features and flexibility to meet the demand from a few people to enterprise of millions of people.
Sales Force Automation
• Opportunities automatically captured and the whole life process management
• Multiple sales process and all processes sales
• Multi-template-mail / SMS automatic periodic mass
• Variety of tasks (promote the sales situation, the customer contact situation, the task execution) automatic periodic e-mail and SMS alerts
Market activities
• Closed loop marketing and management
• Multi-channel marketing activities
• Assess the Return On Investment (ROI) for budget
• Perfect tracking from the marketing plan to the income
Product Management
• Catalog Management
• Price manual management
• Team receives accurate and timely product and pricing information
Quotation
• Quote according to amount of orders
• Quotation tracking management
• Quote Details Management
Service Management
• Case, service request management, upgrade rules, processing rules
• solution management: program library, program library for automatic query and matching
• Call Center docking: docking with service system
• case history of all updates on case summary and comments
Contract Execution control
• Contract review of multi-template and multi-process; contract budgeting; procurement in advance
• Sales expenses budget (reimbursement of expenses as per project)
• Procurement cost budget (cost reimbursement as per project)
• Labor cost budget (Engineer signing work hours as per project)
Full costing of project
• Sales projects approved before using company's resources
• Sales expense reimbursement | cost of procurement | costs as per project
• Engineer signing work hours as per project
• Project approval and budget estimates | contract and project budgeting | project cost reimbursement system and project accounts | opportunity cost as per project
• Project profit and loss account | Project profit = income - costs - other
• Sales bonuses based on project profit | engineer’s bonus based on work hours
Office automation
• Workflow chart customization | workflow reminder | workflow automatically trigger e-mail / SMS
• Workflow automatically update field
• Automatic workflow task triggered | approval of customization | support countersigned approval rules
On-demand platform
• Customized fields | custom page layout| field-level security controls
• Custom report | list of custom | custom view
• Record customization type | custom search layout
Development of new applications
• Coding to develop applications | New Object | New Field | reports customization |integration of third-party application Web Service interface
Web integration of data and templates
• Web Submit Opportunity form |web submit an order form | Web submit the Service Support Form
• Historical data migration from other CRM | import | export data | data backup |
• Bulk data transfer quickly to solve staff leaving or transfer | Recycle Bin | Email Templates | SMS Templates
Reports
• Seven-step method allows business users and even the general manager can quickly build their own statements
• Sales analysis
• Marketing analysis
• Real-time data for decision makers to make the latest forecast
