Project/
Open
Management of
the relationship
with existing
and potential
customers
Presales and CRM
Project/
Open
Benefits
 Integration of presales information with all
corporate information in a single location
 Allows you to keep track of potential customers
 Allows you to integrate your web site into your
presales processes
 Allows you to track the behaviour of potential
and existing customers
Project/
Open


Integration with your web site to allow for online user
registration. You can use restrict special contents to registered
users only.
Tracking of all customer interaction with your company using:
–
–
–
–
–



Features
Presales interactions (requires the Act! or Outlook interface modules)
Financial interactions (requires Invoicing module)
Email (requires the CRM-Mail module)
Telephone (requires the CRM-PBX or CRM-ISDN modules)
Cusomer Support (requires Support Management module)
Customer state-engine allowing to classify customers
Email campaigns based on customer interaction analysis
Integration with the operational management of the company
Project/
Open
Best Practices
... Supported by this module
 Integration of presales information in the
operational processes
 Sales-force management related best practices
Project/
Open
Permission Management
 Access to customer information is completely
denied to unprivileged users.
 „Ownership“ of a customer is managed using a
„key account“ profile.
 The Key Account can assign sales reps and other
sales professionals to a customer to allow them
to see the interaction history
 Every project contains a „Presales“ folder in the
projects filestorage that is only accessible to
Project/
Open
Customization &
Parameters
 Customizable Parameters
– Customer Type
– Customer Status
 Invoices can be generated from operational data
such as the hours spend on a project or from the
Translation Workflow module. Other types of
integration require customization.
Project/
Open
Installation
Project/
Open
Professional Services
...
offered
for
this
module
Customization of Customer Types and Stati.

 Configuration of the customer CRM status engine
 Initial importation of exising customers and
customer contacts