Features

CRM-service is a high-quality, flexible and easy-to-use customer relationship management system, which helps you in creating an even better work experience. Versatile and easily customizable user interface allows you to choose the features you and your business needs the most. The state of the art features and innovations – be it marketing automation, sales steering or creation of invitation events – help you to make your day to day activities unbelievably easy and fast.

 

Sales Force Automation (SFA)

With CRM-service you can intensively steer your sales by setting budgets to sales groups, accounts, salesmen or business areas. You can follow up how sales and activities are developing. CRM-service gives excellent tools for salesmen to follow their own sales performance and forecasts from their personal sales dashboards.

 

Advanced Reporting

State of the art reporting - highly flexible reporting provides access to all data from different dimensions. Use combination of quick reports, custom reports and Business Intelligence reports. You will have the right reports to serve CRM users role by role. Collect needed indicators and mini reports on your front page. This enables easy navigation from front page to correct data.

Business Intelligence

CRM-service includes integrated Business Intelligence views. You can choose from tens of different predefined dashboards the ones that give you the most business value. The Business Intelligence technology is powered by QlikView technology.

Activity and Calendar Management

CRM-service provides several different ways on managing and setting activity targets. You can use several different calendar, activity and sales competition views to enable sales force management. Use activity team, group and agenda calendars straight from your dashboard. Use color coded activity types and statuses in calendar views.

 

Customer Service

Support every customer – Anytime – Anywhere. CRM-service streamlines your support with time-saving tools like ticket views, triggers, and automations. These help you get straight to what matters most — better customer service and more meaningful conversations.

Project Management

Manage your projects easily in CRM-service. You can set schedule and financial targets, and then compare the forecasts with actual numbers. You have time registration and expense reporting to use with travel costs and reimbursements. With gantt-chart you can easily compare the timing of the projects. You can use project tasks and billing functionalities to make the process easy to manage.

 

Portals

CRM-service provides several different portal environments. You can e.g. distribute and manage leads, use web shops, manage marketing and call center actions, manage trouble tickets, use study portal functionalities, etc.

Scalable Solution

CRM-service can be used from small business to enterprise level companies. In CRM-service you can decide what elements and modules are in use by user group level. Also there are no limits for data amounts - you can manage millions of data records with lightning fast performance.

 

Advanced Access Permissions

In CRM-service user permissions can be fine-tuned up to field content level. The three way role, profile, group permissions management gives you flexible permission control over all CRM data.

Call Center Functions

Carry out your phone campaigns and follow up results in real time. CRM-service includes all the tools you need for carrying out phone campaigns including activity tracking, reporting, QA analysis, etc.

Marketing Automation

Easily create, automate and measure engaging campaigns across all your marketing channels. CRM-service provides you all the tools you need, whether you know everything about email marketing and HTML or you have just started designing your first campaign for the internet and have no previous web-design experience. Email marketing tools are a part of CRM-services global target group management tools and all information is stored behind company and person data. Email marketing tools fully integrate with CRM-services own web tracking tools so you can identify web visits at crm contact level.

Integrations

CRM-service provides several integration methods. Integration can be automatize by using Web Service API or data can be transferred through csv and excel files. Users can import csv and excel files using easy-to-use import interfaces.

The Web Service APIs provide online access to your CRM-service data. CRM-service includes the SOAP-based inbound Web Service APIs.

Security

CRM-service security is ensured in several levels and maintained by continuous security process. Our security model focuses in all aspects of the field including physical security, data transfer security, application security and backup security. Physical access rights to our servers are limited to minimum. For browser-level security, CRM-service implements the Top 10 recommended best practices published by the OWASP organization.

High Availability

CRM-service is configured for high availability environments that require redundancy, failover, and load balancing to ensure maximum uptime. CRM-service availability is ensured by duplicated data centers and multitier architecture in hardware, backups and data connections. CRM-service SaaS-services uptime has been over 99.9%. There are three service levels (SLA) available Platinum, Gold and Standard.