Functional specifications
Salesgenie CRM++ is the most complete CRM solution for small and medium businesses today, covering the entire sales-cycle- from first contact to close- and affording unparalleled insights into your business at every stage.
Salesgenie CRM++ is a fully integrated, massively automated and yet, easy-to-use solution for managing your sales and marketing activities.
It lets your executives focus on the customer rather than spend time updating the software and logging interactions. It has built in intelligence to ensure that only the best opportunities, as predefined by you, are brought to your attention so that, your team can prioritize on the ones to follow up on.
Salesgenie CRM++ lets you start small, with as few as a single user, if you like. You can scale up, as your need increases to hundreds of users. Salesgenie CRM++ can handle complex channel structures where direct and indirect channels co-exist and take virtually unlimited levels of internal reporting in its stride.
Salesgenie CRM++ manages roles and hierarchies and grants access to data and functionalities on a need basis. You can define the roles of every user of the system and Salesgenie CRM++ does the rest.
Customization of Salesgenie CRM++ for your own use takes hours rather than days and is menu driven for the most part, making you productive very early.
Specifications:
Salesgenie CRM++ major components:
| Campaign Manager | Sales Force Automation |
| Contact management
Account management |
Contact management
Account management, |
| Targeting engine (based on a GUI driven, Boolean-logic backend)
E-mail integration with Gmail or Exchange server E-mail templates (for routine tasks like send literature, send newsletter, send e-DM, send invite to events) Automatic lead recognition engine: contact activities logged, automatically creates a “sales lead” Campaign dashboard and reporting
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E-mail integration with Gmail or Exchange server.
E-mail templates (for routine tasks like send literature, send newsletter, send e-DM, send quote, send invite to events), Lead scoring and prioritization Deal management, Quote creation engine Funnel management and reporting. |


