| |
Features |
| |
Sales Force Automation |
Customer Support & Service |
Marketing Automation |
| |
| • |
Lead Management |
| • |
Account & Contact Management |
| • |
Opportunity Management |
| • |
Sales Quotes |
|
| • |
Trouble Tickets |
| • |
Knowledge Base |
| • |
Customer Self Service |
| • |
Online Knowledge Base |
|
| • |
Campaign Management |
| • |
Mass Mailing |
| • |
E-mail Templates |
| • |
Mail Merge Templates |
|
| |
Inventory Management |
Activity Management |
Productivity Add-ons |
| |
| • |
Products Catalog |
| • |
Price Books |
| • |
Vendor Management |
| • |
Purchase Orders |
| • |
Sales Orders |
| • |
Invoices |
|
| • |
To Dos, Meetings & Calls |
| • |
Recurring Events |
| • |
Shared Calendar |
| • |
Activity History |
| • |
E-mail Notifications |
| • |
Notes |
|
|
| |
Reports & Dashboards |
Product Customization |
Security Management |
| |
| • |
Key Metrics |
| • |
Customizable Reports |
| • |
20 Pre-built Reports |
| • |
20 Pre-built Dashboards |
| • |
Report Folders |
|
| • |
Custom Fields (10 different data objects) |
| • |
Pick Lists |
| • |
Custom List Views |
| • |
Drag & Drop Modules |
| • |
Currency customization |
|
| • |
User Management |
| • |
Profiles |
| • |
Roles |
| • |
Groups |
| • |
Organization-level Access Control |
|
| |
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