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CRM Features

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Revelation

Suited For: Companies

100% web-based, Log a Call in 4 steps, Client History, Custom call types and sub-types, Personal activity monitor and timesheet, Linkout to additional resources, Integrated contact management, Fully searchable archive, Customize rate table per project, Save custom reports, Track service contracts , Export report data to Excel , Print calls and work orders, Access level for 3rd party support providers, Assign calls to individuals, support queues or both, Cusstomize interface, Brand with your logo, Automatic login, Automatic email alerts to your staff (inbox, pager, cell, etc.) and end users, Business rules can customize alerts, Define support queues and groups, Time tracking can expand to record billable and non-billable time, Track service contracts, Intelligent knowledgebase for your staff and end users, Spell Checker includes English (US, UK, US/UK combined, Canadian, Australian), and French language packs, Pre-Define Call Templates to save time and control processes, Attach existing documentation to cusstomers, departments, projects, calls, etc., Edit terms, phrases and filenames used throughout application, Clutter free interface, Universal Time, Transparent Features, Client service reports, System actions
  • Revelation gives you the tools you need, when you need them, wherever you are. Down the hall, across the state, or around the world.
  • Whether you are an internal or external support group, Revelation has the tools to support you.
  • Log a call in half the time it takes with other systems.
  • Revelation will help you make pro-active decisions that will improve results.
  • Your end users will notice the improvement immediately.
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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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