SOFT CRM ENTERPRISE

Company Management

• Company Card Definitions
• Company cards control and block fields
• Adding scanned documents to company cards
• Categorizing companies according to service types
• Company Parameters
• Company Automatic Position Finding and Arranging
• Group Company Management
• Contact Person Management
• Chronological tracking on company card field basis
• Authorization system on company data field basis
• Contact Person Special Days Notification

Representative Management

• Representative Definitions
• Generating New Representatives
• Premium Entry on Representative Basis
• Assigning a representative to a company
• Agent / Vehicle Position Tracking System
• Setting Representative Targets
• Representative Target and Work Performance Measurement

Task Management

• Task Entries in Different Task Types
• Task Assignment and Tracking
• Adding a Task Document
• Manager Tracking and Confirmation

Customer / Supplier Tracking

• New and Present Customer Tracking
• Tracking customer’s status change before and after tracking
• Manager Tracking and Confirmation

Meeting Management

• Meeting Data Management

Authorization and Role Management

• Determining Authorization Based on Person and Role
• Authorization Based on Screen and Field

EDI Management

• ERP Integrations
• IP Telephone (PBX) Integration
• Web Services

Chronological Tracking

• CRM Activities Chronological Tracking

Appointment and Visit Management

• Appointment Data
• Appointment Participant Confirmation System
• Appointment Tracking Through Calendar
• Adding tendered offers to system and tracking
• Exchange and Outlook Integration
• Appointment display on map
• Appointment Planning and Manager Tracking
• Appointment Reminder System
• Position Services Integration

Opportunity Management

• Opportunity Entries
• Offer Tracking Depending on Opportunity
• Customer Tracking Based on Opportunity
• Tracking CRM activities (Appointment, meeting, offer …) depending on opportunity
• Opportunity Status Tracking
• Opportunity Tracking Based on Working Group

Excel Integration

• Getting SOFT Web CRM Data in Excel Format
• Transferring Customer Data to the System in Excel Format

Reporting

• Customizing Reports
• Management of Fields to Print Reports
• Task List
• Enhanced Filtering
• Offer Status List
• Analytic Reporting
• KPI Reports
• Dashboard and Graphics

Complaint and CPA Management

• Complaint Entry
• Proposal Entry
• Activity Work planning and tracking
• Chronological Tracking of the Whole Process
• Document and Correspondance Linking

Tracking Company Gaining

• Gained Company Entry
• Gained Company Manager Confirmation

Batch Notification Management

• SMS Sending
• Determining and Assigning of Tasks to Be Carried Out
• Generation of Announcement and Campaign Lists
• E-Message control and evaluation before sending
• E-Message Permission Confirmation While Sending
• Individual/commercial differentiation for Survey, Announcement, and Batch Sending
• E-Mail Sending
• Sending Status Inquiry and Periodical Analysis

Offer Management

• Product Definition for Offer
• Price Entry on Product Basis
• Standard Offer Generation for Logo, Offer Terms and Selected Products
• Product Definitions
• Product Package Definitions
• Price Entries Based on Different Scales and Subgroups
• Dynamic Tariff Entries and Automatic Tariff Generation
• Generating an offer template in the requested format
• Generation and Tracking of offers
• Taking Offer Requests into the System through Web, and Tracking
• Web Offer Requests Rating and Scoring System (Skorring)

Message Management System

• MMS Message Management System – Mail, Sms, and Telephone
• Confirmation receiving systems
• Reconciliation with MMS Message Management System

Survey Management

• Survey Definitions
• Participant Entries and Submission Tracking
• Determining Participants by Company and Personality
• Generating Survey Question Templates
• Batch mailing of surveys
• Offer Survey Entry on the Phone
• Survey results analysis