Advanced Customer Relationship Management deployed on Intalio|Cloud.
Intalio|Cloud CRM is probably the most advanced Customer Relationship Management application currently available on the market. Intalio|CRM is 60% less expensive than Salesforce.com. Intalio|Cloud CRM offers a lot more features than SugarCRM, while providing a much stronger architecture.
Intalio|Cloud Customer Relationship Management is a complete CRM application suite consisting of:
Intalio|Cloud Sales Force Automation
o Account Management (Account and Contact Management)
o Sales Management (Opportunity Management, Pipeline Management)
o Quote to Payment (Quote Management, Billing, Invoicing & Payment)
Intalio|Cloud Marketing
o Campaign management
o Lead management
o Competitor Management
o Product catalogs
o Sales Literature Management
Intalio|Cloud Service
o Case Management
o Contract Management
o Defect Management
o Knowledge Base
Intalio|Cloud |Analytics
o Reporting
o Dashboards
Intalio|Cloud |Office
o E-Mail Client
o Feed Reader
o Calendar
o Contacts
o Documents
o Projects
Aside from the rich functionality, Intalio|CRM boasts a powerful and intuitive AJAX user interface that provides each user with an engaging and interactive experience. At the same time, this modern, fast, and user-friendly interface is highly intuitive, allowing sales, marketing, and support staff to rapidly and easily navigate the system’s features and functions. Intalio|CRM is designed to enhance all phases of the customer lifecycle by streamlining and automating key processes across all customer-facing departments and operations.
Its strong object oriented design enables a large numbers of powerful functionality for all business objects in the system:
• Fully Customizable User Views
• Tags, Folders, and Categories
• Global Search - Global full text searches and advanced or user-defined searches make it easy to instantly locate any record, group of records, document, or email
• Search Folders - to store previous searches
• Change logs & Recording of Activities and Histories
• Document and Note Attachments
• Quick Add - Pervasive "quick add" forms enable the rapid creation of new records
• Import/Export - Import from or export to Excel, CSV, and other common file formats. Save custom import formats for later use.
• Find and Merge Duplicates
• Mass Update and Delete
• Sharing and Ownership
• Print and Print Preview
• E-mail Integration
• Seamless integration with e-mail. All incoming and sent emails are automatically linked to the appropriate record for easy tracking.
Supports any Gmail, Yahoo! Mail, Microsoft Exchange, Lotus Notes, or IMAP4/POP3 account.
Intalio is working with several companies like Zoho and Egnyte to make their applications available on the Intalio|Cloud platform.
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