Fully functional web-interface that allows using the system from geographically separated branches through secured channels without installing client software on users’ workstations, thus reducing expenses on maintaining the system.
Flexible capabilities for adjusting sales processes that make the system adaptable to changing customer goals and requirements. Naumen CRM customers can utilize them without attracting developers.
High scalability that allows customers and partners to have limited access to the system through the web-interface.
Extensive integration capabilities that enable the system to be seamlessly integrated with other information systems, such as financial and managerial accounting systems, call-centers, billing systems , etc.
The opportunity to use electronic training that enables employees to faster adapt to new work patterns after the system is implemented.
Functions
Managing the customer account database;
Planning and registering activities on every account (presentations, meetings, calls, deliveries);
Managing sales dynamics and sales workflows;
Designing custom sales workflows (stages dividing, statements, the responsible, notices and transfer terms adjustment) using build-in tools;
Managing marketing campaigns;
Managing outgoing calls;
Registering contracts and financial documents;
Managing access to the customer information;
Managing working time and employee activities;
Knowledge management;
Built-in tools of information analysis;
Built-in report generator;
Processing requests from the web site;
Customer access to his/her account;
Processing both incoming and outgoing mail;
Integration capabilities (with accounting, billing, ERP, or WMS-systems) through up-to-date integration tools, such as SOA enclosures and web services.
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