Customer Relationship Management (CRM) And E Commerce Requirements Page: 1

1. Associate expense reports to customer profile accounts (79 product(s) support this feature)
2. Automatically generate a call or mail list based on a selection of any combination of database elements in the list database (84 product(s) support this feature)
3. Competitor scenario analysis (77 product(s) support this feature)
4. Identification of a customers end markets end products and end customers (81 product(s) support this feature)
5. Maintain a base of product information about company products and services by hierarchically arranging this information under specific headings (80 product(s) support this feature)
6. Maintain a base of product information about company products and services that can be searched by the entire text or by related keywords (82 product(s) support this feature)
7. Maintain a base of product information about company products and services that records product-to-product relationships or product-to-customer relationships for cross-selling (82 product(s) support this feature)
8. Provide a base of information which logs date and source for information about competitors including pricing information (80 product(s) support this feature)
9. Provide a base of information which logs date and source for information about competitors including specific product strengths and weaknesses (79 product(s) support this feature)
10. Provide a period by period trend report of historical sales and salesperson activity based on past performance (83 product(s) support this feature)
11. Provide a report of the forecast error based on past forecasts compared with past actual sales results (83 product(s) support this feature)
12. Provide a telephony interface including a scripted interactive voice response dialogue that loads into the computer telephony system (69 product(s) support this feature)
13. Provide a telephony interface including caller ID lookup against contact record to fetch the correct contact record based on the in-bound caller ID (72 product(s) support this feature)
14. Provide a telephony interface including in-bound call queue management putting the incoming calls to the next available operator (70 product(s) support this feature)
15. Provide a telephony interface including the ability for the caller to identify himself using his normal telephone number (72 product(s) support this feature)
16. Provide call history for the customer (84 product(s) support this feature)
17. Provide hot key access to customer account information (79 product(s) support this feature)
18. Provide teleconferencing abilities that include computer to computer connections over the Internet to achieve a sales conference (75 product(s) support this feature)
19. Provide the ability to display content that is unique to any visitors personal profile (77 product(s) support this feature)
20. Provide the ability to e-mail any product information upon request (84 product(s) support this feature)
21. Provide the ability to store and report forecasted sales based by salesperson and territory as well as based on the probability and projected closing date for each sale (83 product(s) support this feature)
22. Receive updates from the PDA and synchronize those updates with the main database (80 product(s) support this feature)
23. Support the extract and load of contact and call information into a handheld PDA (80 product(s) support this feature)