|
|
|
|
|
|
|
|
|
|
|
|
Our Essential Features:
|
 |
Streamline sales processes and increase productivity with automated tools.
|
|
|
|
|
|
 |
|
|
|
The Power of OneBundle CRM
|
 |
Fully integrate your activities and e-mail to provide a 360° view from any possible
angle.
|
|
|
|
|
|
|
|
|
|
|
|
|
Features |
|
Essential Features of OneBundle CRM
|
|
Sales
|
 |
Serves as the one-stop source of information for the entire organization by providing
access to relevant customer data like sales opportunities, initial contacts, leads,
and order
|
|
|
Automatically triggers
activities related to the account like follow-up
appointments or tasks
|
|
|
Provides tools to
manage and analyze all current and historical
account details
|
|
|
Allows sales team
to obtain reports to evaluate data for new
leads, quotes, and potential deals
|
|
|
Cold calling is to
qualify a prospect and arrange a meeting with
the prospect to make a pitch. If the cold
call has been successful, the lead can be
converted to an account, opportunity, or contact
in Cold Call page itself.
|
|
|
Visual Pipeline enables
you to view the current state of pipelines
in each business division or department. You
can further view the pipeline status of each
individual in a business entity or division.
|
|
|
My
Desk
|
|
|
Provides
an interactive calendar, which integrates
with Microsoft® Outlook® synchronizing
tasks, appointments, cases, and calls
|
|
|
Allow you to set reminders,
which alerts you of pending tasks either by
mail or popup
|
|
|
Provides the ability
to create multiple activities which are periodical
by nature
|
|
|
Gives you the ability
to resolve customers’ calls immediately,
and prioritize issues, all of this increasing
customer satisfaction and loyalty
|
|
|
Provides you the option
to import Inbox details from Microsoft®
Outlook® to Email module in My Desk; this
enables users to read emails in Outlook from
OneBundle CRM itself and reply to messages,
or select email addresses from Outlook
|
|
|
Security
|
|
|
Enables
administrators to hide / allow features for
different sets of users. This feature enables
you to be secured so that they are only accessible
to those with appropriate authority and for
certain duration.
|
|
|
Gives options to configure
the field level permissions. This option controls
the type of functions and records, a user
can access from the menu and for how long.
|
|
|
Allow users to authorize
other users to view their records.
|
|
|
|
|
|