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| Our Essential Features: |
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Streamline sales
processes and increase productivity with automated
tools. |
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| The
Power of OneBundle CRM |
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Fully integrate
your activities and e-mail to provide a 360°
view from any possible angle. |
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Features |
| Essential Features
of OneBundle CRM |
| Sales |
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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 |
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Automatically triggers
activities related to the account like follow-up
appointments or tasks |
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Provides tools to
manage and analyze all current and historical
account details |
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Allows sales team
to obtain reports to evaluate data for new
leads, quotes, and potential deals |
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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. |
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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.
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| My
Desk |
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Provides
an interactive calendar, which integrates
with Microsoft® Outlook® synchronizing
tasks, appointments, cases, and calls |
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Allow you to set reminders,
which alerts you of pending tasks either by
mail or popup |
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Provides the ability
to create multiple activities which are periodical
by nature |
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Gives you the ability
to resolve customers’ calls immediately,
and prioritize issues, all of this increasing
customer satisfaction and loyalty |
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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 |
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| Security |
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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. |
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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. |
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Allow users to authorize
other users to view their records. |
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