Features : |
| Lead Management |
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Manage
leads end-to-end (from creating leads through
converting them into opportunities) |
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Import
leads from external sources, such as Web downloads,
trade shows, seminars, and direct mail |
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Change
lead status as per sales process |
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Convert
leads to sales opportunities, accounts, and
contacts with a single click |
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Opportunity Management |
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Track
all sales opportunities end-to-end in a sales
cycle |
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Associate
opportunities with accounts, contacts, activities,
and other modules to have a better visibility
on the opportunities |
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Export
opportunities to spreadsheet software, such
as Microsoft® Excel®, OpenOffice®,
and others to analyze the sales pipeline and
quickly identify the bottle-necks if any |
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Account Management |
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Track
all accounts and related contacts, opportunities,
cases, and other details from a common repository |
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Specify
parent-child relationships between accounts
and their subsidiaries or other divisions |
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Import
accounts from external sources, such as ACT,
GoldMine, and other applications |
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Export
accounts to spreadsheet software, such as
Microsoft® Excel®, OpenOffice®,
and others to analyze the buying patterns
and accordingly set up loyalty programs |
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Outlook Plug-in |
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Add outbound
and forward inbound Outlook e-mails to Vz
CRM |
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Synchronize
contacts between Microsoft® Outlook®
and Vz CRM |
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Resolve
conflicts while synchronizing contacts between
Microsoft® Outlook® and Vz CRM |
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Synchronize
tasks and calendar between Microsoft®
Outlook® and Vz CRM |
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Filter
e-mails in Microsoft® Outlook® and
add only necessary e-mails to Vizz |
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Dashboards |
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Sales
pipeline analysis by stage |
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Monthly
Sales pipeline analysis |
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Sales
opportunities by lead source |
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Drill-down
the dashboards by time and opportunity stage |
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Product Customization |
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Create
custom fields/pick lists as per your business
requirements |
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Change
the look and feel of the user interface |
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Customize
tabs using drag & drop so that modules
that are not relevant to sales process can
be hidden |
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Security Management |
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Define team roles as per your organization
structure |
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Control
the access to modules according to the user's
roles |
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Archive
the login history of each user for better
auditing |
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