The Open Learning Centre

The Open Learning Centre

Libertus Cognatio - Feature List PDF Print
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  • Lead Management:
    • Manage leads end-to-end (from creating leads through converting them into opportunities)
    • Import leads from external sources, such as Web downloads, trade shows, seminars, and direct mail
    • Change lead status as per sales process
    • Convert leads to sales opportunities, accounts, and contacts with a single click
  • Opportunity Management:
    • Opportunity Management Track all sales opportunities end-to-end in a sales cycle
    • Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
    • Export opportunities to common spreadsheet software applications, such as OpenOffice.org® Calc® and Microsoft Excel® and others to analyse the sales pipeline and quickly identify the bottle-necks if any
  • Account Management:
    • Track all accounts and related contacts, opportunities, cases, and other details from a common repository
    • Specify parent-child relationships between accounts and their subsidiaries or other divisions
    • Import accounts from external sources, such as ACT, GoldMine, and many other applications or databases
    • Export accounts to spreadsheet software to analyse the buying patterns and accordingly set up loyalty programs
    • Attach customer-specific documents to accounts for a quick reference in future
  • Contact Management:
    • Track all contacts and related opportunities, cases, activities, and other details from a common repository
    • Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
    • Import contacts from external sources, such as ACT, GoldMine, and other applications
    • Export contacts to spreadsheet software for further analysis
  • Microsoft Outlook Plugin
    • Add outbound and forward inbound desktop e-mails to vtiger CRM
    • Synchronize contacts between desktop email and vtiger CRM
    • Resolve conflicts while synchronizing contacts between Outlook and vtiger CRM
    • Synchronize tasks and calendar between Outlook and vtiger CRM
    • Filter e-mails in Outlook and add only necessary e-mails to vtiger CRM
  • Activity Management:
    • Add all important customer-related e-mails in vtiger CRM for quick reference in future
    • Store all the details of customer meetings and calls
    • Manage daily tasks to the vtiger CRM users to have a streamlined sales process
  • Dashboards:
    • Sales pipeline analysis by stage
    • Monthly Sales pipeline analysis
    • Sales opportunities by lead source
    • Drill-down the dashboards by time and opportunity stage
  • Product Customisation:
    • Create custom fields/pick lists as per your business requirements
    • Change the look and feel of the user interface
    • Customize tabs using drag & drop so that modules that are not relevant to sales process can be hidden
  • Security Management:
    • Define team roles as per your organization structure
    • Control the access to modules according to the user's role
    • Archive the login history of each user for better auditing

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Last Updated on Friday, 04 December 2009 09:13