Features of CRM & SFA tool
The ingeni CRM is an advanced implementation of industry standard sugarCRM and provides hundreds of out of the box functionality.
The key attraction of the system is a mobile client that powers your SFA requirement from a low cost end user handset. The mobile client helps manage meeting, provide updates, log cases and submit orders on the go.
The CRM is powered with full contact and account management facilities, sales and marketing support, order management tools and full support cycle. The CRM can not only be used as a sales management tool, but can also be used by call centre operatives. Westgate provides power to business on-line over the web. We specialise in delivering enterprise application over the web. Ingeni CRM is a product of such strategic thinking.
Ingeni CRM also exposes its services through web-services making it compatible with any enterprise application. Built using SOA in mind it could seamlessly integrate with any enterprise service bus to provide end to end integration of organisational resources.
If you have a on-line business, the CRM seamlessly and out-of the box integrates with ingeni commerce server to provide a complete on-line business solution for customers.
The salient features of the system are as follows:
- Know your customer framework: providing a single view of the customer.
- Complete management of the customer (from sales to support).
- Management of full sales and marketing cycle, lead generation, opportunity management, campaign management, order capture, support, cases etc.
- Advanced contact and account management with facility to import external data.
- Complete integrated sales force automation including mail client, collaboration, calendar, task management, action planners and update management.
- Advance customizable report generation (also pre built reports).
- Visibility matrix based on user hierarchy.
- Integrated document repository, forums and other support tools.
- Additional mobile client for Field Sales Force Automation.
- Successful multiple installations in different parts of the world.
- Less time to implementation with higher ROI
- Built using SOA framework and thus can integrate to any external system.
- Integrates with ingeni commerce server to enable automated data capture.
- Can be deployed using both open source and proprietary database (MYSQL/ MSSQL)
- Active management and updates from Westgate.
- Supported by a team of experts.
Modules
ingeni® CRM has a number modules that integrate with each other to provide a complete end to end sales management solution for your business:
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