03/12/2010 04:09 AM
Mediacore CRM Accesibility, Quality, Simplicity in an efficient CRM solution designed for small and mid-sized companiesMediacore CRM will help small and mid-sized companies to organize information and improve communication between departments: sales, marketing, service, administrative and management. Mediacore CRM is the software solution for organizing information as: Companies and Contacts, Activities (tasks, appointments, telephone, fax, e-mail, letters and reminders), Cases and Contracts. It includes a smart calendar for organizing activities for several users.Companies can increase their business profitability by using Mediacore CRM as a result of a better customer relationship management and consolidation, by improving the quality of their products and services, through a better communication between departments and the real possibility for the management to have a general view over the business. Mediacore CRM is easy to implement and quick to adopt. The interface is friendly and intuitive. Tag:crmfree crm softwaremicrosoft crmhe mancustomer relationship managementss procustomer relationshipe crmsmart calendarimprove communicationcustomer relations easys procrm 1.0forte crm solo
03/12/2010 04:09 AM
TaskPool TaskPool is an advanced, powerful and feature rich Task Management system, for communication with customers (Helpdesk), with partners (outsourcing), bugtracking (development) and much more. TaskPool is an web-based system for handling various types of requests. Requests can be: * Service request: use TaskPool as a helpdesk for your customers * Outsourcing request: use TaskPool to communicate with your outsourcing partner * Task: create a to do list from your meetings * Bugs: track bugs and fix them * Job Applicants inquiry: communicate with job applicants and have a record of interviews * Reclaim: manage reclamations and communicate with customers, print service reports * Visitor: use Taskpool for evidence of incoming and leaving visitors in your company * Document: use TaskPool for evidence of different Versions of documents including comments You can set up TaskPool in a few minutes and configure it step by step. Due to the easy end-user friendly interface almost every user learns quickly and intuitively how to create new tasks, work with tasks, and complete them. FEATURES Web-based application TaskPool is a web-based application. Thus it can be accessible from anywhere you want: the intranet, internet, for external workers, customers, etc. Task-structure Each task has this basic data: Creation time, who created it (submitter), who is working on it (implementer), the deadline (when it has to be completed). In addition to this it can have a wide set of different data fields according your specific needs. Priority Each task can have a priority. You can specify who can change the priority, in which step, who sees the priority. Documented History Every step by you or anyone else is documented. The history of steps is listed at each task including attachments, links, changes of variables. Tag:help desk softwarehelpdeskweb help deskweb helpdeskhelp deskcustomer supportcustomer servicetask managementproblem trackingproject managementworkflow softwaretask management software
03/12/2010 04:09 AM
Buglerock Convex Convex :Sales Lead Management.We are pleased to introduce you to our new product. Convex. Convex is advanced browser based sales lead management software. Convex helps you manage your enterprise sales leads and documents. Salient features of Convex: * Hierarchical sales lead access control as dictated by the reporting structure of your organization. This results in a sharper and a more efficient command and control structure in your sales teams. Sales and marketing decisions will be quicker and precise. * Detailed lead status provides you a realistic picture of your sales and marketing activities. * About 24 types of lead analysis. * Set and analyze sales target versus actual. * Leads can be explicitly shared with colleagues. * Documents can be marked as either public or private. * Private documents can be shared with colleagues. * Emphasis on data privacy and artifact ownership. Only the owner of the artifact (Lead, document) can edit or alter the artifact. This enhances accountability. * Ownership transfer. Ownership of leads and/ or documents can be transferred to a colleague. * Browser based. Users interact with Convex with a web browser. This further reduces your TCO. * Module based licensing. Purchase only those modules (Lead, Document, ...) that your organization needs. *Premise hosted Your crucial enterprise data remains safe within your corporate boundaries. Version 2.0 released. Advanced sales lead management and document management software product. * Advanced process oriented sales lead management. * Implicit hierarchical access control. * 24 type of sales lead analysis provides a deep insight into your sales and marketing dynamics. * Measure Sales person/ team performance with deep sales lead analysis. * Emphasis on data privacy and artifact ownership. * Simple document management. * Simple task management. * Web Browser based. Tag:Sales leadHierarchical access controlCRMAnalysisTarget versus ActualDocument ManagementTask Management
03/12/2010 04:09 AM
Scan2MSCRM Certified for Microsoft CRM Castor Scan2MSCRM for Microsoft CRM is a certified solution for Microsoft Dynamics CRM which enables MS CRM users to quickly and easily import business card information into Microsoft CRM. The product uses a simple wizard that guides the user through the steps of importing the information into MS CRM. Castor Biz Card Scanner for Microsoft CRM features include: - Creating Lead record from Business Card information. - Creating Contact record from Business Card information. - Creating Account record from Business Card information. - Support for Microsoft CRM 3.0 and 4.0. - Automatic detection of duplicates based on name and/or email. - Data validation screen. - Map MS CRM fields to imported data fields. - Imports the card scanned image as a note. - Support for Offline Mode - Support for multiple organizations - Support for demo mode (with sample data) Tag:
03/12/2010 04:09 AM
Financial Know Your Customers
Financial - Know Your Customer (Fin-KYC) is the due diligence and bank regulation that financial institutions and other regulated companies must perform to identify their clients and ascertain relevant information pertinent to doing financial business with them. In the USA, KYC is typically a policy implemented to conform to a customer identification program mandated under the Bank Secrecy Act and USA PATRIOT Act. Know your customer policies have becoming increasingly important globally to prevent identity theft fraud, money laundering and terrorist financing. Fin-KYC Application is a two way system which maintains Customer’s data as well as user data. KYC application is designed and developed in a way which provides the facility of Partial document management. With easy to use scanning, Email facility built in. easy to search document as and when required. User based security and easy to use and navigate Folder structure. KYC Application is a multiuser network based application which provides on time synchronization of data to other users. Features Include: * Easy to Maintain Customers Data. * Search Customer and their document as and when required. * Easy scanning. * Email. * Easy to navigate folder structure. * Multi user. * Folder/User based security. * Easy Log, to handle fraud. * Integrated SQL Server Data backup/Restore. * Online Auto Update. * Personalized Folder structure. Tag:Document ManagementCustomer Managementcustomer managementdocument managementcustomer identification programmanage your clientknow your customerknow your customersknow your client
03/12/2010 04:09 AM
Customer Contact Customer Contact increases your sales by allowing your sales force to replace lengthy administrative tasks with a few clicks of the mouse. Thereby ensuring that they are doing what they are supposed to do; to go out and sell. It also allows the sales team to have access to all sales and marketing information without having to browse thru vast volumes of paperwork. In addition, Customer Contact can be tailor-made to your requirements. The developer of Customer Contact has over 20 years of sales and marketing experience in the chemical industry with 10 years of software development, which started as a hobby. The program has been tested and tried in a network environment and is being used by numerous companies throughout the world. To get a detailed overview of what the program can do, start by downloading a PowerPoint Presentation ( 3 MB) on the the basic features of Customer Contact Tag:
03/12/2010 04:09 AM
MX-Contact
MX-Contact is a CRM, Contact Management and Sales Force Automation package that runs inside Microsoft Outlook 2002, 2003 and 2007. The system utilises all the standard functionality of Outlook but provides many additional features that transform Outlook into a powerful CRM system. MX-Contact has 6 different Editions available catering for a single user through to an enterprise with thousands of users, with data storage in an Outlook Data File, Exchange Server Public Folders, or Microsoft SQL Server. (Click here to learn which one is right for you). MX-Contact leverages your investment in existing Microsoft technology by avoiding expenditure on additional infrastructure and costly training programmes. MX-Contact comprises a Base System, which offers Contact Management functionality, with optional Sales, Marketing and Support Modules that can be added at any time, that extend MX-Contact into a fully-comprehensive CRM system that can be utilized across all departments in the company. Tag:
03/12/2010 04:09 AM
QuSheet QuSheet is a Windows Report Generator that creates dynamic documents, allowing you to calculate and organise your information, and your clients to control the details that they see. QuSheet's Output Files: Organise information into clauses, sub-clauses, sub-sub-clauses, and so on up to 20 levels of depth. Allow the document recipient / viewer to open and close clauses according to their requirement. Allows hard-copy output to be separately defined by the document creator. QuSheet: Has powerful data scanning and parsing functions to automate clause data gathering and display. Contains an embedded calculation engine with the ability to display all the "workings out" as sub-clauses. Integrates with applications such as spreadsheets, word processors and databases via a simple XML interface. QuSheet, as a user experience: Is a sophisticated Windows application boasting such features as: multiple undo/redo, a help pane showing "context-sensitive" help text, and a multiple-tab interface with navigation shortcuts. Can produces different output files from the same set of source data. Has an advanced "cascading" styling system to make output file management efficient and effective. QuSheet 1.37 Released, introducing the "define" operator to allow multiple parsing based solutions, and performance optimisations. Tag:
03/12/2010 04:09 AM
DataTrack System 2005 One of the best ways to empower your business is through great help desk software. Introducing the DataTrack System, a powerful, web-enabled service and support management system designed for help desks, call centers, software development teams and IT departments. Comprised of the DataTrack Server, Desktop Client, and Web Client, the DataTrack System offers an innovative, all-inclusive solution for organizations of all sizes and types. A seamless, ever-present software layer, the DataTrack System simplifies support management, communication and collaboration by automating most of your existing workflow. With intuitive, easy-to-use tools like rules-based automation and escalation, integrated web client, correspondence tracking, email-to-ticket conversion and knowledge base, the DataTrack System builds powerful connections with employees, customers, vendors, and other business partners. -- Track, categorize and prioritize work requests with ease. -- Improve responsiveness and keep-up-to-date with automated email notifications. -- Improve workflow and ensure timeliness with automation and escalation. -- Automatic email-to-ticket conversion and correspondence tracking. -- Organize work requests into hierarchical folders. -- Improve troubleshooting with detailed information about requester’s hardware and software via remote PC auditing. -- Quick access via recently-submitted and overdue items via dashboard. -- Generate detailed statistics and reports. -- Find the information you’re looking for with comprehensive search functionality. -- Customize your software with user-defined fields. -- Automatically route requests, send emails, modify requests via automation. Track and support your IT assets -- Integrated, fully-customizable asset management. -- Ensure license compliance with integrated software license tracking. -- Effortless hardware and software auditing -- Track hardware and software changes through detailed audit trail and history. Tag:autocad 2005sql server 2005microsoft office 2005visual studio 2005xp operating systemwindows operating systemnorton system works
03/12/2010 04:09 AM
Egsoft After-sale Service Egsoft After-sale Service is a process for handling customer service software, Can be very convenient for customer, service, maintenance, commodity parts, warehouse, staff and assessment, accounts, and the re-visit and other practical functions. Widely used in need of repair service and after-sales service industry. Highlight the ease operation and functional practicality, as well as the powerful customization features, without training, You can quickly get started. Download the latest version, try to buy with satisfaction. Features: * Six Main Functions:Customers, Sales, Warehouse, Service, Accounts, Re-visit; * Userface:Imitation windows XP definable interface layout makes it easy to get started; * Network Support:Allows any computer on the network use, including the Internet; ﹔ * Custom Forms:Can customize all forms and in all fields to meet the needs of different industries; * Print & Export:All the forms and reports can be directly printed and exported to a variety of popular formats; * Import Data:Can easily import EXCEL or ODBC data source; * Report Designer:Seen carried by both the proceeds of the Report Designer easier to understand and operate; * Telphone Wather:Display customer telephone number and information when customer calling, and support for voice recording; * Multi-criteria query:In addition to a general inquiry box, it also provides support for multi-very free conditions for high-level queries; * Permissions:User groups can be achieved at all levels of data in isolation; * Report Printer:Reports and data files can be opened again, print, export, and slide shows. Tag:
03/12/2010 04:09 AM
SUNRISE Contacts 2010 SUNRISE Contacts 2009 is a powerful contacts and information management tool designed on the world-class FileMaker Pro runtime platform (ie. you don't need FileMaker Pro to run this software). It includes unlimited storage for all info types including web/email/mailing addresses, telephone numbers, notes, photographs, movies and documents for each and every individual and company contact you have in every record. Comes with calendar, labels, and much more. Add unlimited numbers of lookup databases to suit your specific business or personal requirements. Ready-made lookups available or suggest your own. Features Store unlimited data of virtually any type including telephone numbers, email and web addresses, street/postal addresses, photos, movies, sounds, memos, messages and to do items, electronic documents document design text and graphic templates and more for each and every individual and company name of any record. Store unlimited print quotes for label printing from any Print Shop. Select your preferred Print Shop from the price comparison table and print to PDF the label master file and have it automatically attached to an email message (i.e. email2print system). For the web2print system, we include the Web browser where you can upload the PDF label files you want. Create and print the most common labels such as business cards, name tags, disk labels, mailing address labels etc. Web browser built into every database with automatic web page loading for all stored web addresses (ie. never re-type your favourite web addresses again!). Records presented in the efficient list-based view with keyboard commands for faster workflows. Financial layouts (available in the registered version) for organizing orders, sales and invoices with reporting. Tag:
03/12/2010 04:09 AM
DARGO Business Contact Manager Information is the one of key elements for the business success. Every single day we are exposed to huge amount of information among which only some of it are useful in business sense and should be stored in some kind of customer management software. In some cases, business information acquisition is rather costly. Regardless of the way you gather information costs of business information acquisition can be calculated and you have to be aware if it. With raise of gathered information costs need to store them in a way it is available to others and when they need it also raises. Benefits of DARGO Business Contact Manager software Register your leads Important business information you gathered are stored in permanent and easy to view way in SQL database of contact management software. Reminder for next contacts You can enter next contact date to enable reminder for next planned contacts in contact software. Internal information flow Insight of employees and management into stored information is raising the quality of information flow in company. Effective market approach Better information flow raises coordination and effectiveness of market approach. Easier loss of marketer Do not loose the business opportunity for a reason contact follow-up employee is leaving your company. Competitiveness Assure yourself advantage in front of competitors and market success with customer management software. Tag:
03/12/2010 04:09 AM
Jitbit CRM It's discredited by huge awkward CRM systems with too many features, doing too many things and costing too much money. Forgetting what "Customer Relationship Management" actually is. Jitbit CRM is a very simple web-based CRM and contact tracking software for small businesses. Based on ASP.NET, it's easy to install on your server and simple to use. Why Jitbit CRM? * Extremely cheap CRM software - only $199 for a single installation (unlimited users and companies) and $499 for a source-code license. Both contracts include free upgrades for one year. * FREE evaluation version has no expiration (download and test as long as you need!) * Unlimited - similar web-based software is priced $100-200 "per seat", while Jitbit CRM is unlimited. * Extremely Easy, takes seconds to setup (run the installer and start working in seconds*). * Reliable - most advanced technical platform: Microsoft ASP.NET 3.5 and MS SQL Server * Secure - possible Windows-integrated authentication - integrate CRM with your existing Active Directory users * File attachments CRM v 2.1.2 * Proper "remember me" checkbox processing * New tab on the company-page - Company Contacts * Adding a contact from the company page * General improvements Tag:
03/12/2010 04:09 AM
Medical Office One An all-in-one sophisticated Electronic Medical Records - SOAP Notes - Medical Appointment Scheduling - Medical Billing Software package. Medical Office One is a HIPAA - NPI "Compliant" and feature-rich application for medical office - practice administration and billing. Fast and easy-to-use, it allows creation of the new 08/05 version of the CMS 1500 form, full customization, excellent reporting features and points of integration with popular software packages including: Microsoft Word, Excel & Outlook. Data for CMS 1500 forms can be entered directly or can be retrieved for the EMR Portion of software. Print the CMS 1500 Form, or send claims electronically to clearinghouses. Main Features: * Image - Document management * Electronic Medical Records * SQL Server Database. * Import functions. * Directly fill CMS-1500 forms. Track and Insert payments. * Batch E-billing with "print image" style files. * Create patient statements quickly and easily * Very easy network setup for unlimited users and practices. * HIPAA compliant security features. * NPI Compliant. * Appointment Module with MS Outlook Integration * Complete 2009 ICD-9 Diagnosis Codes. * File attachments to patients! * Prescription Writer. * Customizable templates for reports. * Convert Reports to PDF. * Attach PDF to Patient. * Photo and Medical Image management. * Analyzing or publishing reports with Microsoft Excel or Microsoft Word. * Data retrieval by numerous search criteria!! * Full customizable terms and values in list boxes. * SQL Server Maintenance utilities. * Automated updates. * Vista ready! Tag:
03/12/2010 04:09 AM
Cuba for Remedy Cuba is a client server software solution for connecting your telephone system with your software application. The Cuba client is a software agent running on each users workstation and ‘plugs in’ to your organisations applications. Supported applications currently include BMC Systems / Remedy AR System, Itel Office and Microsoft Outlook. A general purpose web application version of Cuba is in the pipeline. As far as we are aware, Cuba for Remedy is a first and is unique as the only CTI product with full integration with this application. Cuba supports most business grade telephone systems. Refer to our supported PBX list for full details. Functionality Summary 1. Screenpop Call ID, Caller ID (aka Caller Line Identification, CLI), Called ID (aka Dialled Number Identification Service, DNIS). 2. Screenpop / log Offering, Answered and Idle (disconnect) date-timestamps. 3. Screenpop digits entered via an IVR, interactive voice response system. 4. Call Progress indication. Indicates status of call – eg number called busy, call hung up, etc. 5. Dial, Answer, Hangup, Hold, Park, Transfer, from your software application. 6. Pass screens feature. For example, agent A, realises that she cannot handle the call from customer on the phone so she transfers the call to Agent B who receives the same customer screen as viewed by Agent A. Tag:microsoft outlookcaller idlog offweb applicationa-10 cubaremedy softwareclient serverremedy databaseremedy service deskremedy help deskresponse systemfull detailvoice response systemfull integrationinteractive voice
03/12/2010 04:09 AM
CRMHaven This is a handy application for Customer Relationship Management.To understand a CRM we must come to grips with a few a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow. Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts! CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc. Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts. We Mark Clients before we perform actions on them and we set Clients as Quick Contacts if we need to access them regularly. Tag:MySQLSQLiteClientGoogleMapeMailMailMergeWordExcelExportImportcsvServer
03/12/2010 04:09 AM
CRMHaven for Mac This is a handy application for Customer Relationship Management.To understand a CRM we must come to grips with a few a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow. Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts! CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc. Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts. We Mark Clients before we perform actions on them and we set Clients as Quick Contacts if we need to access them regularly. Tag:MySQLSQLiteClientGoogleMapeMailMailMergeWordExcelExportImportcsvServer
03/12/2010 04:09 AM
SupportCalls with Outlook SupportCalls is also available via web access - perfect for remote support staffs. Furthermore, end-users can submit new support requests via a web form, check status, or search through the knowledge base, all via a web browser for first level support. With the inbuilt statistics, support cases data can be displayed in grids, charts and graphs, enabling helpdesk managers to evaluate the performance of the helpdesk and in-turn ensures timely decision making for improved service. To sum up, SupportCalls improves the efficiency of your helpdesk to enable faster response time and higher productivity for your organization at lower operating costs. After all, the bottom line for your helpdesk team is for your end-users to receive better and timely service. SupportCalls system is engineered and designed from the ground-up using current Microsoft technologies and keeping into consideration, the usability aspect of Outlook that many of us are already familiar with. Attention to detail is a central philosophy, and is tightly engraved on every bit of SupportCalls processes and user-interfaces. Features: Helpdesk solution right in your Outlook Log in cases from varied sources Automatic emails to support cases Support Request form in Outlook Assign technicians to cases on the fly Find information at your finger tips Integrate a HTTP gateway or Skype for SMS Make calls via Skype or phone Send automatic notifications Technician Web Access Knowledge base Customer Web Service Asset tracking & management Statistics - Reporting, Charting, and Data Analysis Outlook views Export cases to a database of your choice Tag:HelpdeskService deskCRMCustomer ServiceSLAITILService Level AgreementsSMSSkypeEmail monitoringEscalation
03/12/2010 04:09 AM
CRMHaven for Linux This is a handy application for Customer Relationship ManagementTo understand a CRM we must come to grips with a few a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow. Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts! Send bulk emails, view on Google Maps, MailMerge to Word, export to Excel. Imports Clients from tab-delimted(txt), comma-separated-value(csv) files or Apple Address Book. Find Duplicates quickly. Copy an address to the clipboard for quick insertion into a word-processor. View a Client's web site. Auto-entry of field values and support for UK postcodes. CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc. Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts. We Mark Clients before we perform actions on them and we set Clients as Quick Contacts if we need to access them regularly. Tag:MySQLSQLiteClientGoogleMapeMailMailMergeWordExcelExportImportcsvServer
03/12/2010 04:09 AM
BusinessMan BusinessMan allows companies to manage all aspects of their business from prospect first contact to invoice. BusinessMan has been developed using the latest version of FileMaker Pro, ensuring all the latest features are exploited. Expansion is virtually limitless, backup of important data is extremely simple and should the server hardware fail, the databases can be hosted on a single PC on a temporary basis, to ensure your company stays operational. Changes and additional development is extremely rapid with the FileMaker development platform and many changes can be made whilst the system is in use. Development time with FileMaker is many times shorter that many other environments, thus the cost for development is much lower than its competitors. No longer must you put up with what you’ve got. If you want to run your business in a particular way, you can do so with a FileMaker based solution. BusinessMan is feature packed, but we understand that every company works in their own particular way. 80% of the products we sell have customisation to a greater or lesser degree to fit the requirements demanded by the customers business. Our rates for development are probably one of the most competitive professional rates in the country. Our overheads are kept to a minimum and the benefits are passed on to the customer. Tag:
Accesibility, Quality, Simplicity in an efficient CRM solution designed for small and mid-sized companiesMediacore CRM will help small and mid-sized companies to organize information and improve communication between departments: sales, marketing, service, administrative and management. Mediacore CRM is the software solution for organizing information as: Companies and Contacts, Activities (tasks, appointments, telephone, fax, e-mail, letters and reminders), Cases and Contracts. It includes a smart calendar for organizing activities for several users.Companies can increase their business profitability by using Mediacore CRM as a result of a better customer relationship management and consolidation, by improving the quality of their products and services, through a better communication between departments and the real possibility for the management to have a general view over the business. Mediacore CRM is easy to implement and quick to adopt. The interface is friendly and intuitive. Tag:
TaskPool is an advanced, powerful and feature rich Task Management system, for communication with customers (Helpdesk), with partners (outsourcing), bugtracking (development) and much more. TaskPool is an web-based system for handling various types of requests. Requests can be: * Service request: use TaskPool as a helpdesk for your customers * Outsourcing request: use TaskPool to communicate with your outsourcing partner * Task: create a to do list from your meetings * Bugs: track bugs and fix them * Job Applicants inquiry: communicate with job applicants and have a record of interviews * Reclaim: manage reclamations and communicate with customers, print service reports * Visitor: use Taskpool for evidence of incoming and leaving visitors in your company * Document: use TaskPool for evidence of different Versions of documents including comments You can set up TaskPool in a few minutes and configure it step by step. Due to the easy end-user friendly interface almost every user learns quickly and intuitively how to create new tasks, work with tasks, and complete them. FEATURES Web-based application TaskPool is a web-based application. Thus it can be accessible from anywhere you want: the intranet, internet, for external workers, customers, etc. Task-structure Each task has this basic data: Creation time, who created it (submitter), who is working on it (implementer), the deadline (when it has to be completed). In addition to this it can have a wide set of different data fields according your specific needs. Priority Each task can have a priority. You can specify who can change the priority, in which step, who sees the priority. Documented History Every step by you or anyone else is documented. The history of steps is listed at each task including attachments, links, changes of variables. Tag:
Convex :Sales Lead Management.We are pleased to introduce you to our new product. Convex. Convex is advanced browser based sales lead management software. Convex helps you manage your enterprise sales leads and documents. Salient features of Convex: * Hierarchical sales lead access control as dictated by the reporting structure of your organization. This results in a sharper and a more efficient command and control structure in your sales teams. Sales and marketing decisions will be quicker and precise. * Detailed lead status provides you a realistic picture of your sales and marketing activities. * About 24 types of lead analysis. * Set and analyze sales target versus actual. * Leads can be explicitly shared with colleagues. * Documents can be marked as either public or private. * Private documents can be shared with colleagues. * Emphasis on data privacy and artifact ownership. Only the owner of the artifact (Lead, document) can edit or alter the artifact. This enhances accountability. * Ownership transfer. Ownership of leads and/ or documents can be transferred to a colleague. * Browser based. Users interact with Convex with a web browser. This further reduces your TCO. * Module based licensing. Purchase only those modules (Lead, Document, ...) that your organization needs. *Premise hosted Your crucial enterprise data remains safe within your corporate boundaries. Version 2.0 released. Advanced sales lead management and document management software product. * Advanced process oriented sales lead management. * Implicit hierarchical access control. * 24 type of sales lead analysis provides a deep insight into your sales and marketing dynamics. * Measure Sales person/ team performance with deep sales lead analysis. * Emphasis on data privacy and artifact ownership. * Simple document management. * Simple task management. * Web Browser based. Tag:
Castor Scan2MSCRM for Microsoft CRM is a certified solution for Microsoft Dynamics CRM which enables MS CRM users to quickly and easily import business card information into Microsoft CRM. The product uses a simple wizard that guides the user through the steps of importing the information into MS CRM. Castor Biz Card Scanner for Microsoft CRM features include: - Creating Lead record from Business Card information. - Creating Contact record from Business Card information. - Creating Account record from Business Card information. - Support for Microsoft CRM 3.0 and 4.0. - Automatic detection of duplicates based on name and/or email. - Data validation screen. - Map MS CRM fields to imported data fields. - Imports the card scanned image as a note. - Support for Offline Mode - Support for multiple organizations - Support for demo mode (with sample data) Tag:
Customer Contact increases your sales by allowing your sales force to replace lengthy administrative tasks with a few clicks of the mouse. Thereby ensuring that they are doing what they are supposed to do; to go out and sell. It also allows the sales team to have access to all sales and marketing information without having to browse thru vast volumes of paperwork. In addition, Customer Contact can be tailor-made to your requirements. The developer of Customer Contact has over 20 years of sales and marketing experience in the chemical industry with 10 years of software development, which started as a hobby. The program has been tested and tried in a network environment and is being used by numerous companies throughout the world. To get a detailed overview of what the program can do, start by downloading a PowerPoint Presentation ( 3 MB) on the the basic features of Customer Contact Tag:
QuSheet is a Windows Report Generator that creates dynamic documents, allowing you to calculate and organise your information, and your clients to control the details that they see. QuSheet's Output Files: Organise information into clauses, sub-clauses, sub-sub-clauses, and so on up to 20 levels of depth. Allow the document recipient / viewer to open and close clauses according to their requirement. Allows hard-copy output to be separately defined by the document creator. QuSheet: Has powerful data scanning and parsing functions to automate clause data gathering and display. Contains an embedded calculation engine with the ability to display all the "workings out" as sub-clauses. Integrates with applications such as spreadsheets, word processors and databases via a simple XML interface. QuSheet, as a user experience: Is a sophisticated Windows application boasting such features as: multiple undo/redo, a help pane showing "context-sensitive" help text, and a multiple-tab interface with navigation shortcuts. Can produces different output files from the same set of source data. Has an advanced "cascading" styling system to make output file management efficient and effective. QuSheet 1.37 Released, introducing the "define" operator to allow multiple parsing based solutions, and performance optimisations. Tag:
One of the best ways to empower your business is through great help desk software. Introducing the DataTrack System, a powerful, web-enabled service and support management system designed for help desks, call centers, software development teams and IT departments. Comprised of the DataTrack Server, Desktop Client, and Web Client, the DataTrack System offers an innovative, all-inclusive solution for organizations of all sizes and types. A seamless, ever-present software layer, the DataTrack System simplifies support management, communication and collaboration by automating most of your existing workflow. With intuitive, easy-to-use tools like rules-based automation and escalation, integrated web client, correspondence tracking, email-to-ticket conversion and knowledge base, the DataTrack System builds powerful connections with employees, customers, vendors, and other business partners. -- Track, categorize and prioritize work requests with ease. -- Improve responsiveness and keep-up-to-date with automated email notifications. -- Improve workflow and ensure timeliness with automation and escalation. -- Automatic email-to-ticket conversion and correspondence tracking. -- Organize work requests into hierarchical folders. -- Improve troubleshooting with detailed information about requester’s hardware and software via remote PC auditing. -- Quick access via recently-submitted and overdue items via dashboard. -- Generate detailed statistics and reports. -- Find the information you’re looking for with comprehensive search functionality. -- Customize your software with user-defined fields. -- Automatically route requests, send emails, modify requests via automation. Track and support your IT assets -- Integrated, fully-customizable asset management. -- Ensure license compliance with integrated software license tracking. -- Effortless hardware and software auditing -- Track hardware and software changes through detailed audit trail and history. Tag:
Egsoft After-sale Service is a process for handling customer service software, Can be very convenient for customer, service, maintenance, commodity parts, warehouse, staff and assessment, accounts, and the re-visit and other practical functions. Widely used in need of repair service and after-sales service industry. Highlight the ease operation and functional practicality, as well as the powerful customization features, without training, You can quickly get started. Download the latest version, try to buy with satisfaction. Features: * Six Main Functions:Customers, Sales, Warehouse, Service, Accounts, Re-visit; * Userface:Imitation windows XP definable interface layout makes it easy to get started; * Network Support:Allows any computer on the network use, including the Internet; ﹔ * Custom Forms:Can customize all forms and in all fields to meet the needs of different industries; * Print & Export:All the forms and reports can be directly printed and exported to a variety of popular formats; * Import Data:Can easily import EXCEL or ODBC data source; * Report Designer:Seen carried by both the proceeds of the Report Designer easier to understand and operate; * Telphone Wather:Display customer telephone number and information when customer calling, and support for voice recording; * Multi-criteria query:In addition to a general inquiry box, it also provides support for multi-very free conditions for high-level queries; * Permissions:User groups can be achieved at all levels of data in isolation; * Report Printer:Reports and data files can be opened again, print, export, and slide shows. Tag:
SUNRISE Contacts 2009 is a powerful contacts and information management tool designed on the world-class FileMaker Pro runtime platform (ie. you don't need FileMaker Pro to run this software). It includes unlimited storage for all info types including web/email/mailing addresses, telephone numbers, notes, photographs, movies and documents for each and every individual and company contact you have in every record. Comes with calendar, labels, and much more. Add unlimited numbers of lookup databases to suit your specific business or personal requirements. Ready-made lookups available or suggest your own. Features Store unlimited data of virtually any type including telephone numbers, email and web addresses, street/postal addresses, photos, movies, sounds, memos, messages and to do items, electronic documents document design text and graphic templates and more for each and every individual and company name of any record. Store unlimited print quotes for label printing from any Print Shop. Select your preferred Print Shop from the price comparison table and print to PDF the label master file and have it automatically attached to an email message (i.e. email2print system). For the web2print system, we include the Web browser where you can upload the PDF label files you want. Create and print the most common labels such as business cards, name tags, disk labels, mailing address labels etc. Web browser built into every database with automatic web page loading for all stored web addresses (ie. never re-type your favourite web addresses again!). Records presented in the efficient list-based view with keyboard commands for faster workflows. Financial layouts (available in the registered version) for organizing orders, sales and invoices with reporting. Tag:
Information is the one of key elements for the business success. Every single day we are exposed to huge amount of information among which only some of it are useful in business sense and should be stored in some kind of customer management software. In some cases, business information acquisition is rather costly. Regardless of the way you gather information costs of business information acquisition can be calculated and you have to be aware if it. With raise of gathered information costs need to store them in a way it is available to others and when they need it also raises. Benefits of DARGO Business Contact Manager software Register your leads Important business information you gathered are stored in permanent and easy to view way in SQL database of contact management software. Reminder for next contacts You can enter next contact date to enable reminder for next planned contacts in contact software. Internal information flow Insight of employees and management into stored information is raising the quality of information flow in company. Effective market approach Better information flow raises coordination and effectiveness of market approach. Easier loss of marketer Do not loose the business opportunity for a reason contact follow-up employee is leaving your company. Competitiveness Assure yourself advantage in front of competitors and market success with customer management software. Tag:
It's discredited by huge awkward CRM systems with too many features, doing too many things and costing too much money. Forgetting what "Customer Relationship Management" actually is. Jitbit CRM is a very simple web-based CRM and contact tracking software for small businesses. Based on ASP.NET, it's easy to install on your server and simple to use. Why Jitbit CRM? * Extremely cheap CRM software - only $199 for a single installation (unlimited users and companies) and $499 for a source-code license. Both contracts include free upgrades for one year. * FREE evaluation version has no expiration (download and test as long as you need!) * Unlimited - similar web-based software is priced $100-200 "per seat", while Jitbit CRM is unlimited. * Extremely Easy, takes seconds to setup (run the installer and start working in seconds*). * Reliable - most advanced technical platform: Microsoft ASP.NET 3.5 and MS SQL Server * Secure - possible Windows-integrated authentication - integrate CRM with your existing Active Directory users * File attachments CRM v 2.1.2 * Proper "remember me" checkbox processing * New tab on the company-page - Company Contacts * Adding a contact from the company page * General improvements Tag:
An all-in-one sophisticated Electronic Medical Records - SOAP Notes - Medical Appointment Scheduling - Medical Billing Software package. Medical Office One is a HIPAA - NPI "Compliant" and feature-rich application for medical office - practice administration and billing. Fast and easy-to-use, it allows creation of the new 08/05 version of the CMS 1500 form, full customization, excellent reporting features and points of integration with popular software packages including: Microsoft Word, Excel & Outlook. Data for CMS 1500 forms can be entered directly or can be retrieved for the EMR Portion of software. Print the CMS 1500 Form, or send claims electronically to clearinghouses. Main Features: * Image - Document management * Electronic Medical Records * SQL Server Database. * Import functions. * Directly fill CMS-1500 forms. Track and Insert payments. * Batch E-billing with "print image" style files. * Create patient statements quickly and easily * Very easy network setup for unlimited users and practices. * HIPAA compliant security features. * NPI Compliant. * Appointment Module with MS Outlook Integration * Complete 2009 ICD-9 Diagnosis Codes. * File attachments to patients! * Prescription Writer. * Customizable templates for reports. * Convert Reports to PDF. * Attach PDF to Patient. * Photo and Medical Image management. * Analyzing or publishing reports with Microsoft Excel or Microsoft Word. * Data retrieval by numerous search criteria!! * Full customizable terms and values in list boxes. * SQL Server Maintenance utilities. * Automated updates. * Vista ready! Tag:
Cuba is a client server software solution for connecting your telephone system with your software application. The Cuba client is a software agent running on each users workstation and ‘plugs in’ to your organisations applications. Supported applications currently include BMC Systems / Remedy AR System, Itel Office and Microsoft Outlook. A general purpose web application version of Cuba is in the pipeline. As far as we are aware, Cuba for Remedy is a first and is unique as the only CTI product with full integration with this application. Cuba supports most business grade telephone systems. Refer to our supported PBX list for full details. Functionality Summary 1. Screenpop Call ID, Caller ID (aka Caller Line Identification, CLI), Called ID (aka Dialled Number Identification Service, DNIS). 2. Screenpop / log Offering, Answered and Idle (disconnect) date-timestamps. 3. Screenpop digits entered via an IVR, interactive voice response system. 4. Call Progress indication. Indicates status of call – eg number called busy, call hung up, etc. 5. Dial, Answer, Hangup, Hold, Park, Transfer, from your software application. 6. Pass screens feature. For example, agent A, realises that she cannot handle the call from customer on the phone so she transfers the call to Agent B who receives the same customer screen as viewed by Agent A. Tag:
This is a handy application for Customer Relationship Management.To understand a CRM we must come to grips with a few a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow. Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts! CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc. Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts. We Mark Clients before we perform actions on them and we set Clients as Quick Contacts if we need to access them regularly. Tag:
This is a handy application for Customer Relationship Management.To understand a CRM we must come to grips with a few a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow. Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts! CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc. Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts. We Mark Clients before we perform actions on them and we set Clients as Quick Contacts if we need to access them regularly. Tag:
SupportCalls is also available via web access - perfect for remote support staffs. Furthermore, end-users can submit new support requests via a web form, check status, or search through the knowledge base, all via a web browser for first level support. With the inbuilt statistics, support cases data can be displayed in grids, charts and graphs, enabling helpdesk managers to evaluate the performance of the helpdesk and in-turn ensures timely decision making for improved service. To sum up, SupportCalls improves the efficiency of your helpdesk to enable faster response time and higher productivity for your organization at lower operating costs. After all, the bottom line for your helpdesk team is for your end-users to receive better and timely service. SupportCalls system is engineered and designed from the ground-up using current Microsoft technologies and keeping into consideration, the usability aspect of Outlook that many of us are already familiar with. Attention to detail is a central philosophy, and is tightly engraved on every bit of SupportCalls processes and user-interfaces. Features: Helpdesk solution right in your Outlook Log in cases from varied sources Automatic emails to support cases Support Request form in Outlook Assign technicians to cases on the fly Find information at your finger tips Integrate a HTTP gateway or Skype for SMS Make calls via Skype or phone Send automatic notifications Technician Web Access Knowledge base Customer Web Service Asset tracking & management Statistics - Reporting, Charting, and Data Analysis Outlook views Export cases to a database of your choice Tag:
This is a handy application for Customer Relationship ManagementTo understand a CRM we must come to grips with a few a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow. Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts! Send bulk emails, view on Google Maps, MailMerge to Word, export to Excel. Imports Clients from tab-delimted(txt), comma-separated-value(csv) files or Apple Address Book. Find Duplicates quickly. Copy an address to the clipboard for quick insertion into a word-processor. View a Client's web site. Auto-entry of field values and support for UK postcodes. CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc. Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts. We Mark Clients before we perform actions on them and we set Clients as Quick Contacts if we need to access them regularly. Tag:
BusinessMan allows companies to manage all aspects of their business from prospect first contact to invoice. BusinessMan has been developed using the latest version of FileMaker Pro, ensuring all the latest features are exploited. Expansion is virtually limitless, backup of important data is extremely simple and should the server hardware fail, the databases can be hosted on a single PC on a temporary basis, to ensure your company stays operational. Changes and additional development is extremely rapid with the FileMaker development platform and many changes can be made whilst the system is in use. Development time with FileMaker is many times shorter that many other environments, thus the cost for development is much lower than its competitors. No longer must you put up with what you’ve got. If you want to run your business in a particular way, you can do so with a FileMaker based solution. BusinessMan is feature packed, but we understand that every company works in their own particular way. 80% of the products we sell have customisation to a greater or lesser degree to fit the requirements demanded by the customers business. Our rates for development are probably one of the most competitive professional rates in the country. Our overheads are kept to a minimum and the benefits are passed on to the customer. Tag: