View
223
Download
5
Category
Tags:
Preview:
Citation preview
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
Introducing…….
SFCRM Special Features
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
Key Concepts User Interface Definition User Color Themes Territory Assignments Custom Data Fields Page Layouts Pick-Lists Definition Sales Processes Data Management Quick Activity/Task Logging Attachments/Document management Vocabulary for Custom Verticals Advanced Filters and Reports Application Monitoring
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
Every element of the User interfacecan be configured to be as detailedor as simple asdefined by the
end user
User
Inte
rface
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
There is a wide selection of color
themes to suit end user tastes.
Custom colors can be added
by the channelpartner
User
Color T
hemes
Color Theme selections basedon Yahoo! Color schemes
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
Here are samplesof the various color themes
as well asa custom
designed UserInterface
User
Color T
hemes
Barbie for the Ladies
Corporate Blue Khaki for the Field Sales rep
Custom for the savvy customer
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
Territories are signed to sales reps& can be defined by
geography, area code, zip code, people or
product types. Additional
classifications based of class/type are also
possible
Territ
ory
Selec
tions
Admin -> Territories
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
You can add any # of Custom Data
Fields (CDF) to anyEntity.
Math calculationas well as Jscript
validation can be defined in the CDF
Custom
Data
Field
s
Admin -> Fields & labels
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
Page Layouts canbe modified and youcan specify the level
of detail that a User is allowed to
view. MultiplePage-layouts
can be defined.
Page
Layouts
Admin -> PageLayouts
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
Picklists valuescan be
easily added withan easy to use
interface.
Pick
List
Defin
itions
Admin -> PageLayouts
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
You can definemultiple sales processes and
associate them withspecific opportunity
types
Sales
Proce
sses
Admin -> Sales Processes
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
You can import freshAccounts, Contact
Opportunity & Activities as wellAs mass-update
certain fields. Speciallydesigned for offline
back-officeIntegration such as
Accounting or logistics
Data
Man
agem
ent
Admin -> Data Management
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
Quick CallLogging
Quick CallIcon
Contact Tel #s
Can be InteracedTo PBX
TAPIVOIP
SubjectCall Notes
Brings up next Contact in
Sync withThe Contact
Screen
Nest follow-up Call
Quick Activity LogProductivity Tools
SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity
Summary• New Features and Functionality provides end
users to quickly setup, deploy, configure and customize to suit their individual requirements
• Rapid ROI and low TCO for hosted CRM deployments enables barriers to adoption by SMB customers
• “No programming” customization enables lower end user pricing ensuring rapid SMB market penetration
Recommended