Ready…Set…Go (RSG) Hosting Service

                                                                      iCRM® Product Features           

Features

RSG

Standard

RSG

Extended

Customer/Contact Management Yes Yes
Sales Force Automation Yes

Yes

Customer Service Yes

Yes

Marketing Campaign Management Yes

Yes

Business process Management  

Yes

Data Synchronization   Yes
Quotation and Order Creation   Yes
Document/Information Management (Knowledge management)   Yes
Web site Integration Yes Yes
Database

SQL

SQL

ODBC Support Yes Yes
Complete Customization

Yes

Yes

Multi-level security

Yes

Yes

Supports mobile/remote users

Yes

Yes

Internet

Completely Web-based

Completely Web-based

Architecture

Open, multi-tier

Open, multi-tier

Development Platform

Java/HTML

Java/HTML

 

 

Customer/ Contact Management

RSG

Standard

RSG

Extended

Complete Customer Information and History; from Prospect to Customer and Post Sales/service Yes

Yes

Complete customer interactions transaction log (notes, updates, emails, letters, literature, To Do’s, etc.) by Account, Contact and Transactions/opportunities Yes Yes
Customize data-entry screens and views Yes Yes
User Definable unlimited new customer profile screens Yes Yes
Parent company relationship Yes

Yes

Multiple lead sources per contact Yes

Yes

Link contacts to separate accounts Yes

Yes

Link contacts, accounts, notes or activities to sales opportunities Yes

Yes

Link to other business system such as Finance Yes

Yes

Analysis and reporting tools Yes Yes
Document Attachments (proposals, RFP’s Quotes, etc.)   Yes
Quotation and order creation  

Yes

Data Synchronization  

Yes

Stand-alone and On-line operations  

Yes

 

 

 

Customer Service

RSG

Standard

RSG

Extended

Complete history of incidents Yes

Yes

Incident tracking and resolution Yes

Yes

Track call origin Yes

Yes

Support for multiple company and contacts for each incident Yes

Yes

Easy access to open calls and follow-ups Yes

Yes

Capture call duration start/end times Yes

Yes

Link unlimited incidents to customers Yes

Yes

Customize data entry screens and views Yes Yes
Share information with other CRM applications

Yes

Yes

Complete interaction transaction log

Yes

Yes
Customer service process modeling, implementation and tracking

 

Yes
Document attachment and sharing

 

Yes

 

 

 

Time Management Tools

RSG

Standard

RSG

Extended

Week/Month/Year Calendar

Yes

Yes

Single user scheduling

Yes

Yes

Group (multi-user) scheduling

Yes

Yes

To-do lists, project planning, filters

Yes

Yes

Tickler/alarm

Yes

Yes

Electronic mail

Yes

Yes

Faxes/modem

Yes

Yes

Notes, with search and reports

Yes

Yes

Letters-on-the-fly

Yes

Yes

Batch letters/emails

Yes

Yes

Transaction log (time stamp)

Yes

Yes

Pager

Yes

Yes

Autodialing

Yes

Yes

 

 

 

Telemarketing/Telesales

RSG

Standard

RSG

Extended

Call list assembly

Yes

Yes

Auto-dialing