SOFT CRM PROFESSIONAL Package and Scope

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

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

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

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

Authorization and Role Management

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