Features
Vantage CRM is a comprehensive and customizable tool that enables organizations to implement a web-based contact management system to maximize sales, simplify marketing and improve customer support. The fully customizable interface enables users to create, save and reuse unique views of customer data to further enhance the ease of use.
Product Features
- Account & Contact
- Management
- Complete Account and Contact Repository
- Create Notes & Attach Files
- Integrated Account History
- Account Hierarchy
- Seamless Outlook Integration
- Lead Management
- Import Wizards
- Lead History Tracking
- Lead Qualification & Conversion
- Sales Force Automation
- Sales Management
- Sales Forecasting
- Win/Loss Analysis
- Pipeline Management
- Mobile Sales (Blackberry)
- Sales Order Entry
- Quotations & Invoicing
- Opportunity Management
- Opportunity Tracking & Analysis
- Opportunity Update Reminders
- Activity Management
- Sales Activity Tracking and Collaboration
- Sales Activity Reports & Team Management
- Activity Scheduling & History
- Event Calendar
- Marketing Campaigns
- HTML Email Templates
- Advanced HTML Editing
- Email List Wizard & Tools
- Email Tracking
- Marketing Analytics
- Web-to-Lead
- Customer Service & Support
- Service/Support Request Management
- Searchable Knowledge Base
- Trouble Tickets
- Analytics
- Customizable Dashboards
- Standard and Custom Reports
- Real-time dashboards display key performance indicators (KPIs)
- Security
- Secure User Log on
- Account-Based Security
- Record-Level & Field-Level Security
- Profile-Based Security
- Advanced Sharing Rules
