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PERSONAL
AND TEAM CALENDARS ALLOW YOU TO BETTER MANAGE YOUR ACTIVITIES,
CALLS AND MEETINGS |
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The Interprise Suite 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
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CREATE
LEADS AND CONTACTS |
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Interprise Suite takes a comprehensive approach to
lead and prospect management. By managing the entire
sales cycle from lead to customer, Interprise Suite
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 Interprise Suite, 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 an unlimited number of 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
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CREATE
AND MANAGE ACTIVITIES |
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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. Interprise Suite'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,'' Interprise
Suite 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
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MORE EFFECTIVELY MANAGE YOUR SALES OPPORTUNITIES |
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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
- Supports an unlimited number of custom fields
- The embedded Interprise word processor creates
e-mail or documents that can be sent via e-mail
or fax
- Audit trail tracks opportunity progress
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CREATE
AND MANAGE PROFITABLE SALES CAMPAIGNS |
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Nothing is more effective in increasing sales than
a targeted sales and marketing campaign. The Interprise
Suite 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
- Campaign Form allows for an unlimited number
of custom fields
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BUILT IN WORD PROCESSING WITH MAIL MERGE |
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Interprise Suite includes a comprehensive Microsoft
Word ® compatible word processor that can better
manage written communication throughout the
enterprise. An integral part of Interprise Suite,
the Interprise Suite 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
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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 Interprise Suite.
As an integral part of Interprise Suite, 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 Interprise Suite user profile
allowing the set-up of e-mail accounts with
no additional work
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Contact or Entity Centered Views |
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360 Degree View of Customer Transactions and
Activities |
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Leads and Prospect Management |
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Track & Manage Leads |
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Track & Manage Prospects |
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Convert Leads to Prospects or Customers |
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Calendar and Activity Management |
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Calendar Views for Meetings, To-dos,
Calls, and Call Backs |
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Activities Can Be Marked As Private to show
That the Time is Occupied Without Displaying
the Details. |
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Schedule a Meeting With Multiple People
& Multiple Resources |
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Case Management & Escalation |
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Case Dashboard
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Service Level Agreements |
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Opportunity Management & User Defined
Stages |
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Opportunities Linked to a Quote or Multiple
Quotes |
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Opportunity Values based on Quoted Revenue
or Margin |
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Opportunity Dashboard |
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Auto-completion of Opportunities when the
Quote is Converted to Order |
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Competitor Tracking |
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Quotes Use Stock & Non Stock Items |
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Quotes Use Customer Special Pricing |
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Quotes Convert to Orders |
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Target Lists Link to Customers' Default Contact
or All Contacts |
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Target Lists based on All fields in
the Database Including Custom Fields Created
by Users |
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Target Lists based on Quoted and Purchased
History |
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Quick Email, Fax, Call List, Mail Merge Feature
from Target Lists |
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Marketing Campaigns and Wave Management |
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Marketing Campaigns |
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Marketing Campaign Waves for Email, Fax, Call
List, and Mail Merge Using Target Lists |
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Outbound Call Management & User Interface |
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Emails and Fax Management |
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Integrated Email & Fax Client - All
Incoming/Outgoing Emails or Fax Are Tracked
in the Contact Activity |
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Personal Fax and Email Can Be Marked As Private |
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Interprise Email and Fax Client
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Same Composer and Designer for Email or Fax
Messages |
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Team and Personal Email Accounts |
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Attach Documents from the Computer or from
the Document Management |
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Contacts Can Opt In or Out of Mailings and
Faxes |
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Full-Featured Integrated Word Processor |
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Company Documents & Memo Center |
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Business Intelligence Dashboards |
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View Online Videos |
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1. |
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Opportunity
Analysis |
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Create Lead |
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Create Contact
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Create Campaign |
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Create Target
List |
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Document Management |
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Create Campaign
Wave |
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CRM Workflow Dashboard |
CRM Calendar Dashboard |
CRM Case Dashboard |
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CRM Opportunity Dashboard |
CRM Mail Dashboard |
CRM Fax Dashboard |
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CRM Document Management Dashboard |
CRM Campaign Wave Email |
CRM Lead |
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CRM Convert Lead |
CRM Prospect |
CRM Contact |
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CRM To Do Activity |
CRM Meeting Activity |
CRM Call Activity |
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CRM Callback Activity |
CRM Case Activity |
CRM Opportunity |
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CRM Campaign |
CRM Campaign Wave Call |
CRM Campaign Wave Mail Merge |
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CRM Campaign Wave Fax |
CRM Letter |
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