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  PM AM CRM
Costing  
Cost per user Paid
Average cost of implementation Paid
Cloud Based Solution Yes
Hosted FREE No
Sales  
Lead Management
Import Leads
Organize Leads
Share Leads
Assign Leads
Lead Distribution
Mark Favorites
Search and Advance Search
Custom Screens for Lead Data capture
Manage Contacts
Track Conversations and take notes
Setup Predefined Notes
Schedule Calls
Create Call Plan for Tele Callers
Create Quotes/ Proposals
Track Opportunities
Track Orders
Create and Track Quotas to Actuals
Territory Management
Integrated Content Management
Distribute Sales Collaterals
Sales Forecast
Lead Qualification
Field Force Tracking
Create and Track Sales Pipeline
Create and Manage Products
Activity Tracking and Follow Up
Merge Duplicates
Work Flow Management
   
Marketing Automation  
Email Campaign Management  
Email campaign design
Email campaign dispatch
Email campaign tracking
Survey Management  
Create surveys
Send surveys to customers, leads, contacts
Label and Mail Merge
Web to Lead Capture
Standard and Customized Templates
Mass Email
Manage and Share Email Templates
Case Management  
Create a Case
Track Case History
Case Escalation
Customer Service Portal
Knowledgebase sharing with customers, dealers, floor execs and employees
SLA Compliance Monitoring
Create Case Specific Training
Dashboards and Reports  
Configurable Dashboards and Charts
Unlimited Custom Reports
Over 20 Pre-Scanned Reports
Exports to Excel and PDF
Drill down to Lead and Conversation level details from the Reports
General  
Create Custom Fields
Create Custom Surveys and Feedback forms
Create Custom Reports
200 Email Templates
Security  
Screen level Access Control by User
Screen level Access Control by Group
SSL Implementation
Advance Password Management
Data Backup  
Daily Incremental Backup
Data could be exported and Backed up
Configuration  
Configure Pipeline
Setup Roles for Lead Mapping
Setup Custom Lead types
Create Unlimited Users and Grant Permission
Configure Dashboard
Configure Product and Month wise Sales Targets
Configure Territories
Setup User Groups
Configure from predefined custom Themes
Setup Email Signature
Social CRM  
Integration with Tweet Beep
Integration with Google
Integration with Social CRM
Share Lead information and collect Inputs
Track Facebook and LinkedIn details
Mobile CRM  
Access the CRM through your Mobile
Support  
Support -Video Demos
FREE 30 Minute Product Training
Personal Assistance with Data Import
Product FAQ
Role Wise Demo Videos



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Features and Benefits
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