Sale CRM

Sale CRM is one of the most dynamic and customizable CRM solutions. Sales CRM has everything you need in a CRM to Grow Business.

We’ve worked with thousands of businesses over years to build, refine, and deliver what is now considered one of the most dynamic and customizable CRM solutions with the lowest cost of ownership available today.

To grow revenue, you need Customer Relationship Management (CRM) application — you need Sales CRM. Managing contacts is just the beginning. With Americas #1 CRM, you can track all sales activity — manage lead, opportunity, and customers — and take action from wherever you are. So, you spend more time selling to the right people.

Customer relationship management (CRM) ) is a term that refers to technology that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving

 

Features:  Aim of the document is to highlight all the existing features available in Sales CRM Orange- Premium Features

Sales Force Automation
Feature Availability
Leads Yes
Accounts Yes
Contacts Yes
Potentials Yes
Sales Forecasting Yes
Document Management Yes
Activities ­ Tasks Yes
Reminders Yes
Multiple Currencies Yes
Marketing Automation
Feature Availability
Marketing Campaigns Yes
Custom Email Templates Unlimited
Email Opt out Yes
Schedule Mass Email Yes
Inventory Management
Feature Availability
Products Yes
Price Books Yes
Quotes Yes
Sales Orders Yes
Invoices Yes
Vendors Yes
Purchase Orders Yes
CRM Analytics
Feature Availability
Standard Reports Yes
Custom Reports Yes
Standard Dashboards Yes
Custom Dashboards Yes
Data Administration
Feature Availability
File Storage Unlimited
No. of Records / Leads Unlimited
Product Customization
Feature Availability
Organize Tabs Yes
Rename Tabs Yes
Email Address Duplication Check Yes
Standard List Views Yes
Custom List Views Yes
Customize Search Layout Yes
Custom Fields (Includes all types of fields) Unlimited
Multi Language Support Yes
Set your Time Zone Yes
Email Marketing Campaigns
Feature Availability
Pre­designed Newsletter Templates Yes
Template Layouts Yes
Template Library Yes
Mailing List Management Yes
Contact Management Unlimited
Create Mailing Lists Yes
Segmentation of Mailing Lists Yes
Mailing Lists Email Summary Yes
Email Marketing
Feature Availability
Schedule Email Campaigns Yes
Customize Email Header & Footer Yes
Email Opened & Unopened Recipients Yes
Compare Email Campaigns Yes
Custom Coupon Email Campaigns Yes
Ecommerce Email campaigns Yes
Send Test Emails Yes
Email Campaign Reports Yes
Customer Support Channels
Feature Availability
Customer Portal Yes
Telephony Yes
Live Chat Yes
Reports & Dashboards
Feature Availability
Custom Reports Yes
Standard & Custom Dashboards Yes
Export Reports to CSV, XLS or PDF Yes
Scheduled Reports Yes
Analytics
Feature Availability
View results in real time Yes
Download reports & charts Yes
Customize reports Unlimited
Create cross­tab reports Unlimited
Export responses in Excel Yes
Create filters Unlimited
Share reports Unlimited
Send pre­set values to your CRM report Yes
Analyze trends Yes
Project Management and Collaboration
Feature Availability
No of Projects Unlimited
Storage Space Unlimited
Task Management Yes
Document Sharing Yes
Calendar Yes
Time Tracking Yes
Sub Tasks Yes
Recurrence & Reminders Yes