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CRM Features

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Cost

CNP

Suited For: Companies

Sales Forecasting, Lead Analysis, Reporting, Corporate Calendar, Email Management, Outlook Synchronization, Dashboard, Salesforce Automation, Opportunity Tracking, Sales Pipeline Tracking, Graphical Charts, Sales Team Management, Order Management, Project Management
  • Increased Sales Effectiveness: The most productive lead sources and sales staff are clearly identified on graphical charts.
  • Greater Sales Reach: Use the email marketing capabilities to execute and measure new promotional campaigns.
  • Reduced Administrative Costs: Information is only typed in once - CRM, product catalog, proposals, invoicing, customer service, project and resource management - all share the same data.
  • Improved Efficiency: Everyone in the business knows right away where to find information, without wasting time looking for it.
  • Happier Customers (and better customer retention!): Dealing with employees who now know more about them and what’s going on in their account.
  • Better Management: Sales pipelines that are much better understood provide clear visibility of any business upturn or downturn well before it represents an opportunity or risk for the business. 
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Exact Software

Suited For: Companies

Customer-specific Reports and Statistics, Financial Management, Document Management, Integrated Portal Technology
  • Complete teamwork and rapid communication between you, your customers, business partners, suppliers and vendors through integrated portals.
  • Secure logins that provide immediate access to all customer activity from anywhere, at anytime, worldwide.
  • Recognition of customer problems or issues before they happen.
  • Centralized, detailed view of each customer, including workflow, financial transactions and support issues.
  • Ability of customers and partners to actively and privately manage their own accounts.