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Source CRM System Feature List :The Customer Management Module incorporates all clients and contacts information. The module allows users to create any individuals. It is equipped with a powerful search engine. l Capture the basic data of each individual clientsl User can define their own set of Business Type, Business Categories, deployed services and so on Sophisticated Security Control can limit the access to each individual customer record on both Record Level and Field Level.The Sales Force Automation Module (SFA) can help to trace each sales lead from the early Tele-marketing stage to the case closed. All the in and out data / information will be kept trace by the system. Sales Reminder Engine will prompt the salesperson to follow up the opening cases which can minimize the whole lead time. l Tele-marketing Group can easily perform their sales calling by the scripting interface. l Evaluation Report can be generated based on each individual salesperson, customer category or selling products |
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