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| Sales Step Builder |
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Partner Relationship Management |
| Advance Sales by Email |
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Sales Dashboard Reports |
| Email "Drip" Campaigns |
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Customizable Online Lead Forms |
| Opportunity Management |
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Forecast & Quota Management |
| Automatic Contact Update |
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Customer Survey |
| RFM - Customer Value Total |
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Live Online Chat |
| Lead Routing |
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Deal Expiration Notification |
| Notifications and Alerts |
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Convert Quote to Invoice |
| Territory Tracking & Assignment |
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One-Time / Recurring Quotes |
| Quote Generation |
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Opportunity Profitability Calculation |
| Advanced Forecasting |
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Product Catalog / Price Books |
| Team Selling |
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Pre-Designed Sales Reports |
| Sales Network Builder |
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Product Interest Tracking |
| Probability Tracking |
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Commission Reporting |
| Asset Management |
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Mail Merge E-mail/Mail |
| Inventory Management |
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Integrated Web Email |
| Offline Sales Application |
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Contact Groups |
| Advanced Reporting |
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Pricing & Discounts |
| Purchase History |
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Time Sheet Tracking |
| Support History |
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File / Document Server |
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| Case Tracking |
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Online Self-Service Portal |
| Automatic Case Escalation |
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Exclusive Customer Portal Designs |
| Automatic Manager Alerts |
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4 Extra Portal Pages |
| Support (Web, Email, Phone) |
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Web Portal Support Fourms |
| E-mail case capture & creation |
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Web Portal Custom Fields / Layout |
| Case Create/Update Notifications |
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Case Status for MobileTech's |
| Case Transaction History |
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Pre-Designed Service Email Templates |
| Customer Survey |
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RFM - Customer Value Total |
| Live Online Support Chat: |
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| Email Chat Transcript |
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Available Support Agent |
| Real-Time Service Assistant |
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Chat Session Stored in History Log |
| Knowledge Base - FAQ |
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| Case to Knowledge Article |
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Knowledge Base Access |
| Full Search of Knowledge Base |
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Publish / Private Knowledge Articles |
| Knowledge Base Article Metrics |
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Knowledge Base Portlet |
| Articles by Products / Services |
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Knowledge Article Surveys / Scores |
| Invite / Create Customer Access |
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| Support History |
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Case by Product Tracking |
| Automatic Case Routing |
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Billable Time Tracking |
| Mass Email HTML/Text |
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Support SLAs |
| Asset Management |
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Priority Tracking |
| Customizable Online Forms |
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Password-protected Customer Center |
| Billable Time Tracking |
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Business Services API |
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| Mass Email HTML/Text |
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Lead Source Management |
| Customizable Online Lead Forms |
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E-mail Campaign Management |
| Merge Personalization |
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Campaign Tracking |
| Graphics File Library |
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Campaign ROI Reporting |
| Telemarketing Call List Screens |
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Lead Routing |
| VOIP Phone & Routing |
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Postal Mail Campaigns |
| CAN/SPAM Compliant |
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Static Lists Management |
| SMTP Mail Integration |
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Dynamic "Field Value Based" Lists |
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| Gantt Charts |
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Project Wizards Speed Creation |
| Resource Calendar Planning |
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Project Status Report per Task |
| File / Project Security |
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Project Status Dashboard |
| Document / File Management |
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Project Calendar |
| File Check-in / Check-out |
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Discussion Threads / Forums |
| File Version Control |
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File Difference Comparison |
| Bug and Patch Tracking |
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Link / Track Bugs to Support Cases |
| Task Alerts / Reminders |
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Link Projects to Sales & Support |
| Calendar: Tasks/Appts / Projects |
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| Time Sheet Management |
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Convert Quotes to Invoices |
| Create Quotes |
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Automatic Recurring Invoices |
| Link to Credit Card Processor |
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Integration to Accounting Apps. |
| Convert Appt. to Billable Time |
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Itemized Detailed Time Sheets |
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| Automatic Email to Form Visitor |
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HTML Graphics |
| Visitor Info. Automatically In DB |
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Direct Lead to Sales Opportunity |
| Notification of Form Action |
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Automatic Sales Team Assignment |
| All Custom Fields Available |
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Automatic Sales Step Assignment |
| Forms Client or EBSuite Hosted |
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De-duplicate / Merge Visitor Information |
| Visitor Email Receipt w/ Attach |
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| Real-Time Dashboard Reports |
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+150 Pre-Defined Reports |
| All Fields Query Builder |
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Customer Saved Searches |
| All Fields Report Builder |
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User Defined Screen Views |
| Scheduled Reports |
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User Saved Reports |
| Report Publishing & Audience |
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Sales Forecast Reports |
| User Activity Reports |
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Customer Web Portal Usage |
| Sales Quota Report |
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Knowledge Base Usage Report |
| Flash Animated Graphs |
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| Task Index - One Click to Action |
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Animated Graphics Dashboards |
| AJAX Mouseover Snapshots |
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Sales Step Builder |
| Sales & Service Portlets |
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Full Search Tool - Find Anything! |
| Report Builder |
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Mobile CRM - iPhone, Blackberry |
| Personal Screen Views |
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Due Dates / Alerts / Reminders |
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| Company Wide Role Setup |
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Custom Roles Defined |
| Company Logo & Colors |
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6 Optional Web Pages per Entity |
| Group / Section Fields |
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Color Code Fields |
| User Defined Page Role Access |
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Role Base Screen Customization |
| Custom Data Field Types: |
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| Char. String |
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Drop Down |
| Number, Numeric Calculated |
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Multiple Select Drop Down |
| Date, Date Calculated |
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Char. String Calculated |
| Color Code Fields |
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Hours / Minutes |
| Yes / No Check Box |
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Long Text Fields |
| Web URLs / File Link |
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Contacts Pictures |
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| Online Purchase |
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360° Contact Manager |
| Corporate Subscription |
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Customer Saved Searches |
| Real-time Dashboards |
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Outlook Integration |
| Data Import & Export Wizards |
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Transfer Data Via XML / Web Services |
| Customer Transaction History |
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CSV Import/Export of Records |
| Duplicate Detection & Merge |
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MS Outlook Integration & Sync |
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| LDAP Integration |
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Web Services API |
| Single Sign-on |
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On-Site Installation Option |
| PeopleSoft |
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SIP VOIP Integration |
| Active Directory Integration |
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Skype VOIP |
| CTI / IVR Phone Integration |
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Screen Popups w/ Callers Information |
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| On Demand Prices |
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Corporate Software Purchase |
| On-Site Installation |
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Dedicated Server Hosting |
xRM Foundation
