Features

• 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.