Business Requirements list

Account Hierarchy

The solution offers hierarchy in account management by linking related accounts with their parent account. It enables viewing child account information directly from the parent account page, thus helping to identify cross-selling and upselling opportunities.

Future

Sales Manager

Account Management

The solution allows creating accounts to store profile information of companies or business units. It offers a unified view of account details and associated contacts, opportunities, tickets, notes, billing information, communication history, and more.

High

Sales Manager

Appointment Scheduling

The solution allows creating a custom scheduling page, and include calendar links in individual emails to send them to customers and request them to pick a date and time.

Sales Manager

Contact Management

The solution allows creating contacts to store profile information of individuals and offers a unified view of contact details and its associated accounts, opportunities, tickets, surveys, notes, activity history, communication history, engagement history, social data, and more.

Sales Manager

Contacts Map

The solution integrates map services such as Google Maps, Badger Maps, etc. to help locate contacts and filter them by city, state, and country.

medium

Sales Manager

Group Appointment Scheduling

The solution allows publishing a single scheduling URL that can be used to share calendars of several users. Once the group URL is sent to a contact, they can set up a meeting with any of the users.

medium

Sales Manager

Organization Charts

The solution provides interactive org charts to keep track of contacts and visualize relationships among contacts.

low

Sales Manager

Email Verification and Suggestion

The solution allows verifying existing email addresses and suggests unobtainable email addresses by using contact's first name, last name, and company website address, and automatically searching known email servers, MX records, and possible email patterns to give probable email addresses for that contact.

Sales Manager

AI-Based Sales Recommendation

The solution uses Artificial Intelligence to present cross-sell, up-sell, retention, and renewal offer to the right clients and prospects at the right time.

Sales Manager

Territory Hierarchy

The solution allows setting up a territory hierarchy with unlimited nested levels and shows a visual representation of the parent-child relationships between the territories.

Sales Manager

Territory Management

The solution allows setting up rules based on the country, state, or product lines to create territories and assign accounts to territories, both automatically and manually.

Sales Manager

Territory User Management

The solution allows assigning an unlimited number of sales people to a territory, and a salesperson can be assigned to an unlimited number of territories.

Sales Manager

Automatic Voicemails

The solution helps sales representatives to record and set up automated voicemails. It allows uploading and saving pre-recorded message files.

Sales Manager

Built-in Caller

The solution provides a built-in telephonic caller to click directly and make calls to the contacts without leaving the application.

Call Logs

The solution automatically logs all incoming and outgoing calls. It also has provisions to manually log a call and map it to an existing lead or create a new lead.

Call Popup

The solution provides a call pop-up window to add notes, create follow-up tasks, or assign the contact to another sales representative.

Call Reminders

The solution allows setting reminders for upcoming calls and sends alerts for missed ones.

Call Scheduling

The solution allows scheduling phone calls at a later date, including offering an at-a-glance view of oneself and teammates' call schedules.

Call Tagging

The solution allows assigning each call a custom tag to sort calls into categories or identify call types.

Call

Future

Canned Responses

The solution provides pre-determined email responses to commonly asked questions for support agents to reply to prospects quickly.

Email

Direct Email Communication

The solution provides a standard email configuration to send and receive emails directly from the solution itself.

Email

High

Done

Email Association with CRM Records

The solution automatically associates all incoming and outgoing emails with the respective contact record and allows instantly replying to emails, sharing quotes, adding follow-ups, and making notes.

Email

Email Client Integration

The solution enables integrating popular email clients such as Gmail and Outlook to send and receive emails directly from the email client itself.

Email

Email Scheduling

The solution allows scheduling emails to go out at a specified date and time and facilitates choosing from several pre-selected times or even a custom time period. It enables editing the scheduled emails before delivery.

Email

Marketing

Email Status

The solution provides real-time notifications for sent emails whenever a prospect opens an email or set follow-up reminders.

Email

Marketing

Email Templates

The solution offers pre-built email templates or helps create a template from scratch to send mass emails to leads/contacts as a campaign or trigger a workflow rule.

Email

Marketing

Mass Email

The solution allows sending individual and personalized emails to campaign members and recipients on contact and lead lists.

Email

M

Artificial Intelligence in Email Management

The solution uses Artificial Intelligence to analyze email text in real-time and suggests tasks and email responses. It helps to deliver emails to the prospects when they are likely to engage.

Email

Future

Sales

SMS Analytics

The solution provides insights into the text messages' performance, including analyzing which templates received higher responses from the target customer base.

SMS

Future

Sales

SMS Interaction

The solution allows reaching prospects and customers through SMS and sending them personalized texts using the data stored in the CRM.

SMS

SMS Scheduling

The solution allows scheduling the text messages as per the time zone of the customers and prospects.

SMS

SMS Templates

The solution allows creating text message templates and save them for later use.

SMS

Activity Reports

The solution provides out-of-the-box customizable reports to view the Emails, Phone Calls, Tasks, and Appointments associated with team members.

API Usage Dashboard

The solution offers dashboards to track the company's account API usage and get information about the API consumers, API usage pattern, average daily usage, usage access points, and the API methods being used.

Future

Call Analytics

The solution provides visualizations and reports to help visualize call data and measure the sales team's performance.

Charts and Visualizations

The solution allows for generating interactive charts with drill-down capabilities, customized to visualize large quantities of data graphically. It offers multiple visualizations such as Bar, Line, Funnel, Table, Column, Donut, Pie chart, Area maps, Heat maps, etc.

Customizable Dashboard

The solution provides a visual drag-and-drop editor to customize the dashboard with charts, reports, or engagement analytics.

Dashboard Sharing

The solution allows users to share their dashboards with others, export them as a PDF, or set schedules to send it to selected users via email.

Deal Reports

The solution helps generate detailed reports such as deals closed in the current month, daily revenue, sales stages, etc.

Pre-built Reports

The solution provides an array of pre-built report templates to get a snapshot of sales performance, track milestones, or drill-down using saved searches and filters. It is also possible to set up re-useable templates using KPIs to be used later.

Report Sharing

The solution enables exporting reports as PDF, XLS, or CSV files, or by scheduling automatic delivery on a recurring basis.

User Homepage or Dashboard

The solution offers a user homepage or dashboard, displaying a customizable summary view of the assigned leads, opportunities, tasks, alerts, gadgets, recent activities, recommendations, visualizations, etc.

High

Sales

Automatic Lead Distribution

The solution allows defining assignment rules to automatically assign sales representatives to the leads based on various criteria such as geography, product, department, lead score, lead source, etc. or use round-robin queues to assign the leads equally.

Leads Capture

The solution provides tools to capture leads from various sources and manually add leads from different sources into a single database.

Lead Scoring

The solution computes and assigns each lead a score based on customizable scoring rules using lead data, activities, interactions, and more.

Win-Loss Analysis

The solution displays the percentage of won and lost leads, average lead life-cycle, and how fast the team responds to incoming leads to help understand the dynamics of where the leads are being lost most frequently.

Activity Management

The solution facilitates keeping track of all customer communications and activities associated with an opportunity and notifies any updates in real-time. Examples of activities include sending emails, making phone calls, setting up appointments, creating tasks, taking notes, etc.

Opportunity Management

The solution allows creating new opportunities, sort and filter them using various fields, and manage the flow of opportunities across various stages. It also allows for converting the leads into opportunities.

Success Score

The solution offers to assign a win-probability percentage to different stages of the opportunity.

Opportunity Rotting

The solution highlights the opportunities when specific configurable criteria are met and thus draws attention towards the opportunities that have been unattended or stuck at a stage beyond a specific period.

Sales Pipeline / Kanban View of Opportunities

The solution organizes opportunities in a Kanban board and offers visibility of the opportunities across all stages in a single view.

Color Coded Cards

The solution allows setting color-coded icons to check scheduled and overdue tasks in the sales pipeline view or next follow-up activity for leads, contacts, and deals in the list view.

Document Repository

The solution provides a centralized repository to store documents, attachments, and sales collateral that can be accessed based on the appropriate role within the organization.

Document Sharing

The solution allows sharing a file with internal and external users by generating an encrypted link and sending it through email or chat.

File Attachments

The solution enables attaching files to various CRM records like leads, accounts, contacts, deals, products, etc.

Version History

The solution automatically saves multiple versions of the documents based on their revision history.

Custom Fields

The solution allows for creating custom fields to collect specific information from entities such as leads, contacts, or opportunities.

Custom Layouts

The solution allows customizing page layouts of various CRM records like leads, opportunities, accounts, contacts, products, etc.

Custom Views and Filters

The solution allows building customized views and then using advanced filter options to filter CRM records.

Follow-up Reminders

The solution allows setting reminders to follow-up with prospects or generating automated email messages to be sent out at a scheduled time.

Multi-Language

The solution supports multiple languages and provides language packs to change the language of the user interface in the CRM application.

Notes

The solution allows adding text or audio notes to the records (leads, contacts, accounts, deals, etc.) that help summarize observations on customer and prospect interactions.

Approval Rules

The solution allows setting up and automating the approval process for business requests, including deal discount approvals, travel and expense reports, contracts review, document approvals, etc.

Workflow Automation

Predefined Workflow Templates

The solution provides templates to set common sales actions instantly or schedule them at a later date.

Workflow Automation

Validation Rules

The solution permits to set validation rules with condition checks across multiple criteria to prevent inaccurate data from entering the CRM. It can include an error message to display when the user inputs an invalid value.

Workflow Automation

Workflow Rules

The solution allows setting custom workflows for automating processes that do not require any user interaction. It automatically triggers those actions when predefined, specified conditions are met.

Workflow Automation

Portal Permissions

The solution offers password protection and allows setting different access permissions (read, write, edit, comment) for vendor and partner portal users.

Vendor Portal

The solution provides access to vendors via a dedicated vendor portal. It gives vendors a consolidated view of all the orders that they are associated with and can leave comments if there are any changes to the order.

Future

Custom Portals

The solution allows for creating branded portals using the CRM database for prospects to explore the products and services a company offers. It enables creating views to display records with images, tags, color codes, and more.

Custom Products

The solution supports generating custom products with various product codes, costs, costs to produce, special notes, etc. These products can be filtered using unique filters and linked to deals and contacts.

Product Catalog

The solution facilitates setting up a product catalog that lists the products a company offers, including its pricing information. It includes the product taxonomy to create a classification of the products.

Product Groups

The solution helps group products based on custom or pre-defined product attributes, such as brand, category, etc. that help structure and organize the product catalog.

Creation of Orders

The solution allows configuring the registration of orders from the website and automatically creating order records.

Contract Creation

The solution allows creating contracts manually or using templates by auto-populating all the necessary fields from a quote, order, or an opportunity.

Contract Management

The solution facilitates managing contracts, associated specifications, and additional agreements. It allows attaching electronic versions and photocopies of contracts and keeps track of contract details and amendments history.

Order Generation

The solution allows creating orders using standard templates, adding products, and tracking the status.

Future

Invoice Management

The solution allows issuing invoices using customizable invoice templates and alerts the assigned sales representatives when the payment due date approaches.

Future

Order History

The solution keeps track of the complete chronology of activities, documents, and communications associated with each order.

Order Segmentation

The solution allows grouping orders by contacts, accounts, stages, budgets, products or services, owners, etc.

Quote Generation

The solution allows for generating quotes by including product and customer information directly from the opportunity.

Goals Management

The solution allows defining objectives and setting sales targets for a specific user or team with a particular time period to track the progress against goals.

Target Achievement

The solution allows for setting targets based on various KPIs, and then visualize how far it is to achieve the company's objectives. It is possible to set company-wide sales targets, team targets, or based on individual sales representatives.

Sales Campaigns

The solution enables creating targeted sales campaigns of various types like email, telephonic, referrals, advertisement, webinars, social media, etc. It also allows for analyzing the effectiveness of the campaign using reports and campaign statistics.

Sales Forecasting

The solution offers a real-time comparative view of assigned sales targets, achieved revenue, and revenue forecast. It provides insights into sales performance through data drill-down and filtering by the sales representative, team, product, territory, or organization. The revenue forecast for future sales is offered in best-case, likely, and worst-case scenarios based on the different stages of the pipeline's opportunities.