Customer Relationship Management (CRM)

Sales Force Automation

Marketing Automation

·  Territory Tracking & Assignment

·  Lead Routing

·  Opportunity Management

·  Quote Generation

·  Sales Order Entry

·  Up-sell Manager 

·  Offline Sales 

·  Advanced Forecasting 

·  Mail Merge E-mail/Mail

·  Purchase History

·  Support History

·  Sales Tools Publishing

·  Probability Tracking

·  Real-time Commission Reporting 

·  Deal Expiration Notification

·  Flexible Commissions Schedules

·  Tiered Commissions

·  Real-time Credit Card Authorization

·  Forecast & Quota Management

·  Competitor Tracking

·  Team Selling

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·  Bulk E-mail

·  Telemarketing Management

·  Print Management

·  Direct Mail Management

·  Campaign Creative File Cabinets

·  Up-sell Campaign Wizard

·  Message Personalization

·  Alternate Tag Capability

·  Campaign Scheduling

·  Campaign ROI Reporting

·  Coupon & Cross-selling

·  Customizable Online Lead Forms

·  Referral/Promotion Code Tracking

·  Campaign Tracking

·  Lead Source Management

·  E-mail Campaign Marketing Management

·  Targeted Segment Creation by Purchase History

Customer Support Mgt

Partner Relationship Mgt

· Case Message Center

·  Case by Product Tracking

·  Priority Tracking

·  Flexible Queue Management

·  Case Assignment

·  E-mail case capture & creation 

·  Online Self-Service

·  Escalation and Notification 

·  Auto-escalation 

·  Case Tracking by Products & Services

·  Online Customer Center

·  Net-Answers Knowledge Base

·  Billable Time Tracking by Case

·  Issue Management

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·  Order Entry

·  Partner Activity Reporting 

·  View Customer Cases 

·  Joint Lead Management 

·  Real-time inventory access 

·  Promotional Discounts 

·  Marketing Campaign Publishing

·  Segment Creation by Purchase History

Productivity Tool

Real-time Dashboard

· Group Calendaring

· Import/Export of Records

· Outlook and Palm Sync

· Anytime/anywhere Web Access

· Executive Dashboard and Key Indicators

· NetBase Custom Records

· Spell Checker 

· Duplicate Detection & Merge 

· Expiration Dating 

· Customizable Reporting

· File Cabinet

· Reminders

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·  Executive & Role-based Dashboards

·  Publishable Layouts

·  Drag and Drop Personalization

·  Key Performance Indicators

·  Quick Search

·  Graph & List Report Snapshots

·  Custom From Scratch Snapshots

·  RSS Content Feeds

·  Scheduled & On-demand Dashboard Alerts

·  Customer Dashboard

·  KPI Scorecards

Customizations

·  Click Not Code 

·  Configuration

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 Next Steps

 > Ask a Question

 > Get FREE Trial

 > See Demonstration

 > Watch Webinar

 > Contact Me