CRM4Enterprises

Cayentis' CRM solution for a variety markets

 

 


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CRM4Enterprises

CRM4Enterprises is our solution that fits into many different businesses with only a limited amount of customizing. With CRM4Enterprises you can support all customer facing activities in sales, marketing, customer care with one single application, that gives users a single, integrated and enterprise-wide view of your customers, partners and prospects. Based on an open architecture you can easily integrate CRM4Enterprises with existing databases and 3rd Party software.

In detail CRM4Enterprises provides the following functions:

Marketing

  • Campaign Management

  • Company and Person Marketing Information

  • Data Upload

  • Lead Management

  • Lead Workflow

  • Marketing Reports

  • Mass Email

  • Outbound Call Handling

  • Target Lists

Sales

  • Opportunity Workflow

  • Opportunity Management

  • Quote Production

  • Sales Forecasting

  • Sales Pipeline

  • Sales Reports

  • Team Selling Security

Service & Support

  • Customer Care

  • Case and Solutions Pipeline

  • Case Reports

  • Case SLA Management

  • Case Workflow

  • Cases

  • Solutions

  • Solutions Workflow

Base Functionality

  • Outlook Synchronization and Integration

  • Summary Reports

  • Fax Integration

  • Advanced Mail Manager

  • Component Install

  • Contact Management (Companies, Persons, Communications)

  • Contact History

  • Crystal Reports Integration

  • Deduplication

  • Diary

  • Email Editor

  • Escalation/Notifications

  • Interactions

  • Key Attribute Profiling

  • Library / Document Drop

  • Mail merge/Document Templates

  • Merge Companies/People

  • Multi Lingual Support

  • Multi-currency

  • My Dashboard

  • Notes Functionality

  • Recent List

  • Report / Data Export to Excel

  • Reports Editor

  • SMS Messaging

  • Standard Customization Engine

  • Team CRM

  • Territory Management/Security

  • User Preferences