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Contact
Management
•
Maintain an overview of contacts
• Automatic alerts notify you if you re-enter existing
contact information
• Categorize contacts based on profiling questions
• Personalize approach to contacts
Task
Management
•
Organize campaign, marketing and sales tasks
• Create to-do lists
• Assign tasks to other users or teams of users
• Create activities composed of several to-dos
Contact
Classification
•
Classify contacts into different categories
• Tailor marketing messages to suit individual customer
needs
• Group contacts into different classes automatically
• Store crucial information for campaign planning and
targeting contacts
• Streamline sales and marketing messages
Campaign
Management
•
Organize campaigns based on segments
• Segment contacts based on specific criteria such
as sales, contact profiles and interactions
• Reuse segments
• Mail merge segments with Microsoft® Word®
documents
Document
Management & Interaction Log
•
Log interactions with contacts, such as telephone calls,
meetings or letters
• Save documents used in interactions
• Record interactions, including e-mail, telephone calls,
invoicing, reminders or services
• Maintain accurate accounts of all interactions with
contacts
• Call contacts directly from the contact card using
TAPI-compliant telecom devices
Opportunity
Management
•
Keep track of sales opportunities
• Plan ahead using the pipeline overview tool
• Section the sales process into different stages
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