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SOFTWARE EVALUATION CRITERIA
Monday, November 23, 2009
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Financial And Insurance CRM
> E CRM >
E Sales Page: 1
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Achieve more accurate market forecasting
(2
product(s) support this feature
)
Assign and distribute leads based on territory or representative coverage
(2
product(s) support this feature
)
Automated order execution
(1
product(s) support this feature
)
Automated order management
(2
product(s) support this feature
)
Automatically transfer leads back to your marketing organization
(2
product(s) support this feature
)
Create business rules to accept or reject orders
(1
product(s) support this feature
)
Gift certificates and personal purchase lists
(1
product(s) support this feature
)
Proactively manage and merge direct mail e-mail and fax lists
(2
product(s) support this feature
)
Proactively up-sell new products and services that relate to the customers unique needs
(2
product(s) support this feature
)
Shopping carts
(1
product(s) support this feature
)
Synchronize data to headquarters whenever connecting to the Internet
(2
product(s) support this feature
)
Track and maintain all information surrounding sales opportunities
(2
product(s) support this feature
)
Track the current status of your complete sales pipeline
(2
product(s) support this feature
)
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