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Libertus Cognatio - Feature List |
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- Lead Management:
- Manage leads end-to-end (from creating leads through converting them into opportunities)
- Import leads from external sources, such as Web downloads, trade shows, seminars, and direct mail
- Change lead status as per sales process
- Convert leads to sales opportunities, accounts, and contacts with a single click
- Opportunity Management:
- Opportunity Management Track all sales opportunities end-to-end in a sales cycle
- Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
- Export opportunities to common spreadsheet software applications, such as OpenOffice.org® Calc® and Microsoft Excel® and others to analyse the sales pipeline and quickly identify the bottle-necks if any
- Account Management:
- Track all accounts and related contacts, opportunities, cases, and other details from a common repository
- Specify parent-child relationships between accounts and their subsidiaries or other divisions
- Import accounts from external sources, such as ACT, GoldMine, and many other applications or databases
- Export accounts to spreadsheet software to analyse the buying patterns and accordingly set up loyalty programs
- Attach customer-specific documents to accounts for a quick reference in future
- Contact Management:
- Track all contacts and related opportunities, cases, activities, and other details from a common repository
- Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
- Import contacts from external sources, such as ACT, GoldMine, and other applications
- Export contacts to spreadsheet software for further analysis
- Microsoft Outlook Plugin
- Add outbound and forward inbound desktop e-mails to vtiger CRM
- Synchronize contacts between desktop email and vtiger CRM
- Resolve conflicts while synchronizing contacts between Outlook and vtiger CRM
- Synchronize tasks and calendar between Outlook and vtiger CRM
- Filter e-mails in Outlook and add only necessary e-mails to vtiger CRM
- Activity Management:
- Add all important customer-related e-mails in vtiger CRM for quick reference in future
- Store all the details of customer meetings and calls
- Manage daily tasks to the vtiger CRM users to have a streamlined sales process
- Dashboards:
- Sales pipeline analysis by stage
- Monthly Sales pipeline analysis
- Sales opportunities by lead source
- Drill-down the dashboards by time and opportunity stage
- Product Customisation:
- Create custom fields/pick lists as per your business requirements
- Change the look and feel of the user interface
- Customize tabs using drag & drop so that modules that are not relevant to sales process can be hidden
- Security Management:
- Define team roles as per your organization structure
- Control the access to modules according to the user's role
- Archive the login history of each user for better auditing
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Last Updated on Friday, 04 December 2009 09:13 |
