Lead, Opportunity, Deal Management

Requirement	Description	Component	Priority	Persona
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.

5. Document Management

Requirement	Description	Component	Priority	Persona
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.

Platform Capabilities

Requirement	Description	Component
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

Product Management

Requirement	Description	Component	Priority	Persona
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.

Quotes, Orders and Contract Management

Requirement	Description	Priority
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.

Sales Performance Management

Requirement	Description	Component	Priority	Persona
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.