|
|
|
eBusiness. CRM. A sales tool connected to the world |
|
|
|
PERSONAL AND TEAM CALENDARS ALLOW YOU TO
BETTER MANAGE YOUR ACTIVITIES, CALLS AND
MEETINGS |
|
The AspDotNetStorefront IS calendar dashboard gives
you instant access to the activities, to-do�
s, meetings and scheduled phone calls of you
and your teams. Fly-out panels in the
dashboard groups both you and your team�s
calendar items into easy to understand
specific lists organizing even the most
complex Calendars. Helpful bubble help allows
you to learn more about calendar activities
without having to open them thus saving time.
- Company-wide view of all the activities
for a particular period
- Pinable fly-outs organize calendar
items
- Calendar views include be daily, work
week, weekly, monthly or list view
- View calendar activities by month,
number of days, today, tomorrow or on a
specific date range
- Filter out calendar activities by
activity type (phone call, meeting, to-do,
etc.)
- Filter out activities by priority
- View all activities assigned to a
particular user
- Filter out all activities that are
either completed, in progress, or cancelled
- User defined filters can be saved and
reapplied
|
 |
|
|
CREATE LEADS AND CONTACTS |
|
|
AspDotNetStorefront IS takes a comprehensive
approach to lead and prospect management. By
managing the entire sales cycle from lead to
customer, AspDotNetStorefront IS can greatly
simplify the process. Designed around a lead
-> prospect -> customer approach, Interprise
Suite allows your sales team to qualify
incoming leads, converting them to prospects
and optionally creating sales opportunities
in just a single step.
With AspDotNetStorefront IS, sales quotes can
be created for prospects ensuring that your
customer list only contains customers. When
sales quotes are accepted they can be
turned into orders while the prospect is
turned into a customer. Directly from a
lead, prospect or customer file you can
create activities, send emails, make
quotations, send faxes and more. Interprise
Suite�s fully integrated approach allows it
all to happen.
- Detailed lead and prospect Information
- Supports leads
and prospects
- Create custom fields
- Included is Interprise�s word processor
which simplifies lead, prospect or customer
related mailings
- Support for personal contacts
- Tabbed Contact Form
- Create activities and opportunities
within the prospect or customer form
- Attach documents and other files for
the prospect and contacts
|
 |
|
|
CREATE AND MANAGE ACTIVITIES |
|
Charles Robert Darwin once said "A man who
dares to waste one hour of time has not
discovered the value of life." We couldn�t
agree more. AspDotNetStorefront IS�s integrated
approach allows your sales team to quickly
and easily create entity (customers,
suppliers, prospects, contacts) and
non-entity based activities. Activities can
be marked private or shared at the team or
company level. Whether you believe that time
is the �value of life� or more simply that
�time is money,� AspDotNetStorefront IS includes
the tools needed to better manage time.
- Activities are automatically
displayed on the calendar
- Activities can be assigned to
individuals or teams
- Activity types include: To-do, Case,
Meeting, Call and Callback
- Reminders can be set up to pop-up
before the task is due
- Supports custom categorization of
activity items
- Activity notes supports pictures and
advanced text formatting
- Attachments can be added to
activities keeping activity related
information together
- Activities can be assigned to
opportunities and campaign waves
- Callback buttons allow you to set up
return and follow-up calls with just a
single click
- Call activities features a timer to
automatically and accurately record call
times
- Meeting activities allows you to
assign resources, check the availability
of team members and automatically notify
participants via email of new meetings
- Support for reoccurring activities
|
 |
|
|
MORE EFFECTIVELY MANAGE YOUR SALES
OPPORTUNITIES |
|
One of the most exciting aspects of the CRM
module is its ability to guide and organize
sales activities from inception to
completion. Through the use of the sale
opportunity feature, all sales functions can
be efficiently managed allowing the entire
team to work together as one compressive unit
increasing synergy and productivity. Sales
opportunities can be created for both
prospects and customers while sales forecasts
can be entered manually or updated
automatically based on the latest sales
quotations. Incoming and outgoing faxes and
emails, as well as all activities, can be
associated with a particular sales
opportunity allowing you to view all
opportunity related information in one
logical location. A graphical opportunities
dashboard with customizable charts and graphs
brings all your opportunity information
together allowing you to quickly spot trends
and develop more profitable selling
strategies.
- Complete sales force automation
- Create and estimate opportunities
- Predict estimated revenue to be won
or lost
- Relate sales quotes, email and other
documents
- Include competitor details for
comparison
- Add notes and view activities,
communications and history
- Chart analysis of opportunities to
see results
- Search form filters out open, won and
lost opportunities
- The embedded Interprise word
processor creates e-mail or documents
that can be sent via e-mail or fax
- Audit trail tracks opportunity
progress
|
 |
|
|
CREATE
AND MANAGE PROFITABLE SALES CAMPAIGNS |
|
Nothing is more effective in increasing sales
than a targeted sales and marketing campaign.
The AspDotNetStorefront IS CRM campaign feature
gives you the tools you need to plan and
execute sophisticated sales campaigns. Based
on the CRM wave concept where campaigns are
executed in multiple waves, you can develop
fax, email, call and direct mail campaign
waves to ensure the success of your campaign.
Wave types can be mixes within the same
campaign allowing you to send first an email
wave, then follow-up with a second phone call
wave several weeks later. Campaigns can be
linked to sales opportunities and orders
allowing you to monitor the success of your
activities.
- Create target lists based on customer
history - i.e. all companies that bought
product "x" or bought items in "y"
category
- Create personalized text or HTML
based emails and faxes to send to your
leads, prospects, customers or suppliers.
- Selectively send emails or faxes to
customers and prospects. For example,
customers with good credit who bought a
particular item
- Attach campaign related documents
- Integration with your entire contact
transaction history allows for better
communication with customers allowing for
better service, building loyalty and
increasing sales
- Share contact history with the entire
team for informed decision making
- Audit trail tracks campaign progress
- Included chart analysis of campaigns
to decide on appropriate course of
actions
- Search form searches active,
completed and cancelled campaigns
|
|
|
|
BUILT IN WORD PROCESSING WITH MAIL MERGE |
|
|
AspDotNetStorefront IS includes a comprehensive
Microsoft Word � compatible word processor
that can better manage written communication
throughout the enterprise. An integral part
of AspDotNetStorefront IS, the AspDotNetStorefront IS
word processor is data aware allowing you to
create merge documents faster and easier than
what is possible in a separate stand alone
system. Documents created in the word
processor can easily be added to the template
library allowing it to be shared throughout
the enterprise.
That's how you say INTEGRATED.
- Full featured word processing
- Can open and save documents in rtf,
html, doc (Microsoft Word), XML and TXT
formats.
- Documents can be saved in Interprise
Suite to be shared company wide
- Documents can be exported to adobe PDF
files
- Easily create mail merge documents
- Integrated spelling and autocorrect
options
- Built in templates makes mail merging a
one step process
|
|
|
|
|
|
Email has become the accepted form of
business communication. The disparate nature
of today�s most commonly used email clients
makes it very hard for a single organization
to work together as one comprehensive unit.
To overcome the shortcomings in today�s
software choices, Interprise Solutions
created an email application that directly
integrates with AspDotNetStorefront IS. As an
integral part of AspDotNetStorefront IS, the email
client will automatically copy all incoming
and outgoing emails of your shared contacts
giving the enterprise a complete sharable
history of all email correspondence.
The sophisticated email writer sends
attachments and embeds pictures directly
inside the email like the best selling
email clients do. To ensure compatibility
with older email clients, emails can be
sent as plain text or html. As users move
between different computers, they still
have access to their entire email history.
- Email dashboard (Incoming / Outgoing /
Sent)
- Comprehensive email composer with spell
check and autocorrect
- Read, reply, send or forward email
- Send mass email with mail merge;
multiple file attachments
- View team based e-mails
- Support for BCC
- Contact-related e-mails are stored in
contact history, allowing you to view a
company-wide record of all e-mail related
activities
- Works with AspDotNetStorefront IS user
profile allowing the set-up of e-mail
accounts with no additional work
|
 |
|
|
|
|
|
|
 |
 |
 |
|
CRM
Workflow Dashboard |
CRM Calendar Dashboard |
CRM Case Dashboard |
|
|
|
 |
 |
 |
|
CRM Opportunity Dashboard |
CRM
Mail Dashboard |
CRM Fax Dashboard |
|
|
|
 |
 |
 |
| CRM Document Management Dashboard |
CRM
Campaign Wave Email |
CRM Lead |
|
|
|
 |
 |
 |
|
CRM Convert Lead |
CRM Prospect |
CRM Contact |
|
|
|
 |
 |
 |
|
CRM To Do Activity |
CRM Meeting Activity |
CRM Call Activity |
|
|
|
 |
 |
 |
|
CRM Callback Activity |
CRM Case Activity |
CRM Opportunity |
|
|
|
 |
 |
 |
|
CRM Campaign |
CRM Campaign Wave Call |
CRM Campaign Wave Mail Merge |
|
|
|
 |
 |
|
| CRM Campaign Wave Fax |
CRM
Letter |
|
|
|
|
|
|
|
|
