Sfafinity
Feature highlights
SFCRM sports an array of features comparable with the
best in the business. Of course, it includes the usual
slew of data entry and list screens that enable you to
add, edit and list the data records for all your business
objects. It also offers:
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Account-centric, contact-centric or opportunity-centric
perspectives, enabling you to choose your preferred
mode of work.
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The ability to establish multi-way linkages between
accounts, contacts, opportunities and activities,
so that you can analyze your data from multiple perspectives
and gain complete insight into the sales processes
that are most effective for your business.
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Calendaring features with a familiar Outlook-like
user interface, allowing you to schedule one-time
and recurring events and link them to your accounts
and contacts.
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Easy-to-use and easy-to-configure data entry, view
and list screens.
In addition to these standard ones, SFCRM offers numerous
features found in only the most high-end CRM applications.
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Complete visibility. The user interface
for all the major data objects — accounts, contacts,
opportunities, and activities — enable the user
to see all related data in one view. Related data
from subordinate objects is presented in the same
view. For example, when looking at an account record,
you can examine its detail information as well as
all the related contacts, activities, opportunities,
notes and so forth.
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Rapid, accurate searches. You can
rapidly locate data based on specific filter criteria.
Applying a filter criterion is as simple as choosing
an option from a dropdown menu. Typical response times
for such searches are under two seconds, so the application
feels as snappy as a traditional client-server application.
If you wish to find records that aren't defined by
any of the available filters, there is also a "quick-find"
feature that you can use to rapidly locate your data
without having to go through the process of creating
a filter.
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Custom filters. You can search
your data based on custom filters that you create.
Moreover, the filters can involve any subordinate
objects necessary. For instance, you can create a
filter involving accounts, opportunities and activities,
that shows you all the accounts that had a total opportunity
value of $50,000 or more, that are assigned to specific
territories, on which there has been no activity.
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Complete email integration. SFCRM
includes a complete, integrated email client as part
of the application. It enables you to send as well
as receive email, and automatically links all your
email messages with the appropriate contact records.
The email client works with any mail server that supports
SMTP and POP3 or IMAP, including Microsoft Exchange,
Novell Groupwise, sendmail, qmail etc.
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Import and mass edit. Like most
other CRM applications, SFCRM offers the ability to
import your accounts, contacts and opportunity records
into the system. You simply provide a CSV (comma-separated
values) file that contains the data records to import,
and SFCRM does the rest. It checks for and rejects
duplicate records, ensures that lookup fields have
the correct values, and uses simple common-sense measures
to keep your data clean. It also tracks import histories,
and enables you to "back out" the set of
records in an import, via a simple interface for deleting
the records you just imported.
But in addition, SFCRM offers something most others
don't: The ability to perform bulk edits on your data.
For example, suppose you have a large number of accounts
of type Reseller, and you wanted to change all their
territories from Northeast to Northwest. All you need
to do is create a CSV file containing the account
ids you want changed and the new territories for those
accounts. Importing these records will instantly update
all the appropriate accounts.
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Business analytics. SFCRM includes
a powerful, easy-to-use report builder that enables
you to create reports on any segment of your data,
filtered according to any criteria you choose. Data
elements can be rearranged using simple drag-and-drop
operations. The reporting engine is capable of displaying
data both in tabular and chart form. You can also
export these reports into your favorite spreadsheet
application (e.g., Microsoft Excel, OpenOffice Calc,
KSpread, etc.) for further analysis, or you can save
them in CSV format for off-line processing.
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Advanced user administration. SFCRM
offers full control over the menu items and data to
which a particular user has access. The administrator
can also control the initial layout of the menu items
in a particular user's display. (Users can then customize
their display to suit their individual tastes.) In
addition, administrators can determine the territories
to which a particular user has access, and those which
a particular user owns. This enables very fine control
over the data records available to a particular user.
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