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.
Suited For: Small, Mid-size Companies
|Sales Force Automation (SFA), Marketing Automation, Sales Order Management, Customer Service and Support, Purchase Order Management, Invoicing and Cash Collection
- Workbooks CRM improves the efficiency and effectiveness of marketing; increasing the flow of leads and measuring marketing ROI.
- Sales force automation (SFA) within Workbooks CRM improves and measures sales team performance and boosts productivity by streamlining sales processes including quoting for new business.
- The customer relationship management tools of Workbooks CRM streamline helpdesk organisations. Best practice customer support processes help to improve customer service whilst at the same time reducing delivery costs.