Sales leads management
Opportunity management
Converts leads to opportunities and tracks them throughout the sales cycle.
Sales process management.
Enables consistent tracking and closing of sales opportunities.
Pipeline optimization.
Analytical tools provide salespeople with qualified leads and opportunities.
Quote generation.
Provides a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.
Order management.
Converts quotes to orders that can be modified and saved until they are ready to be billed as invoices.
Sales force management.
Helps measure sales performance against quotas.
Sales literature.
Helps create, manage, and distribute sales material.
Direct e-mail.
Enables creation of customized e-mail messages to customers.
Customer interaction management Features
Opportunity management
Converts leads to opportunities and tracks them throughout the sales cycle.
Sales process management
Enables consistent tracking and closing of sales opportunities.
Pipeline optimization
Analytical tools provide salespeople with qualified leads and opportunities.
Quote generation
Provides a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.
Order management
Converts quotes to orders that can be modified and saved until they are ready to be billed as invoices.
Sales force management
Helps measure sales performance against quotas.
Sales literature
Helps create, manage, and distribute sales material.
Direct e-mail
Enables creation of customized e-mail messages to customers.
Case management Features
Enables customer service requests to be created, assigned, and managed from a central location.
Automated routing and queuing
Promotes easy processing of service requests through customizable workflow rules.
Auto-response e-mail
Generates automatic responses to customer requests.
E-mail management
Automatically records customer communications and associates e-mail messages with appropriate customer records.
Service scheduling
Makes it easy to manage service resources and to better understand resource and equipment allocation, usage, and effectiveness.
Searchable knowledge base
Provides a repository for the publishing of support articles and information.
Service contracts
Creates, maintains, and updates service contracts automatically.
Customer data management Features
Marketing campaigns
Enables campaign planning based on budgets and expenses, promotion codes, target products, marketing collateral, and more.
Customer and lead lists
Allows existing customer information or imported contact information from various sources to be used to create targeted lists for specific campaigns.
Qualify lists
Facilitates queries to customer lists, helping locate accounts that meet specific criteria.
Campaign templates
Lets you create templates to use again in future campaigns.
Campaign execution tracking
Enables lead conversion and cost and performance data analysis.
Marketing information tracking
Helps quantify campaign success.
Faxing capabilities
Lets you send and receive faxes from your desktop using the capabilities of Microsoft Small Business Server.
