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Enterprise Software Selection
Monday, November 23, 2009
Home > Site Map > Software Evaluation Criteria > Financial And Insurance CRM > Sales Force Automation (SFA) > 



General Features For Contact Manager Page: 1

Page: 1
  1. Audit information is maintained automatically (2 product(s) support this feature)
  2. Create and save custom views and workspaces (4 product(s) support this feature)
  3. Ensure accurate customer information through mandatory fields and duplicate record checking (4 product(s) support this feature)
  4. Multi-channel interaction manager (3 product(s) support this feature)
  5. Records and views a complete history of all customer interaction including faxes e-mails and calls (4 product(s) support this feature)
  6. Supports customer appointment scheduling using activity and calendar functions (4 product(s) support this feature)
  7. Supports receiving automatic notifications (4 product(s) support this feature)
  8. Synchronize data with personal digital assistant OS devices to access critical information from anywhere (4 product(s) support this feature)
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