RTe CRM is more than just a CRM. With built-in solutions that range from email marketing, to activity and project management and beyond, RTe CRM On Demand truly is a one-stop organization management solution for most businesses
Take a step ahead towards growing your business with RTe CRM today, and grab exciting volume discount.
Now available at $6.99/User/Month only.
Write us to sales@routeget.com / info@routeget.com.
Visit us on www.routeget.com
ThiCall us on +1 (5180 632 1777
Powerful CRM That Drives The Complete Customer Lifecycle. NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including
sales force automation (SFA), marketing automation, customer support and service, and flexible
customization, all in single cloud CRM solution.
In this SlideShare, you can discover how Sage CRM 7.3 enables better customer service, more productive business processes and greater insight.
Sage CRM 7.3 is an on-premise customer relationship management solution for small and medium sized companies.
You can find out more on SageCRM.com
Loaded Technologies is a consulting firm that designs and delivers smart solutions to unlock your customer potential, utilising CRM (Customer Relationship Management), Web, Marketing Automation and Business Intelligence software.
Our capabilities: CRM breadth & depth, backed by strategic, operational and technology expertise:
- Business strategy and execution: Top tier management consulting and executive leadership experience.
- Technology depth and breadth: delivering and supporting complex integrations and deployments.
- CRM breadth: 30+ years in total CRM experience
We've partnered with leading CRM (Customer Relationship Management), Web, Marketing Automation, and Business Intelligence software companies, including SugarCRM, HubSpot, Pardot and JasperSoft to bring their products to the Australian market.
Powerful CRM That Drives The Complete Customer Lifecycle. NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including
sales force automation (SFA), marketing automation, customer support and service, and flexible
customization, all in single cloud CRM solution.
In this SlideShare, you can discover how Sage CRM 7.3 enables better customer service, more productive business processes and greater insight.
Sage CRM 7.3 is an on-premise customer relationship management solution for small and medium sized companies.
You can find out more on SageCRM.com
Loaded Technologies is a consulting firm that designs and delivers smart solutions to unlock your customer potential, utilising CRM (Customer Relationship Management), Web, Marketing Automation and Business Intelligence software.
Our capabilities: CRM breadth & depth, backed by strategic, operational and technology expertise:
- Business strategy and execution: Top tier management consulting and executive leadership experience.
- Technology depth and breadth: delivering and supporting complex integrations and deployments.
- CRM breadth: 30+ years in total CRM experience
We've partnered with leading CRM (Customer Relationship Management), Web, Marketing Automation, and Business Intelligence software companies, including SugarCRM, HubSpot, Pardot and JasperSoft to bring their products to the Australian market.
Case on Customer Relationship Management Heads to the CloudAzas Shahrier
This MIS / CIS case analysis was given to identify the followings;
a) What type of companies are most likely to adopt cloud-based CRM software services? Why? What companies might not be well suited for this type of software?
b) What are the advantages and disadvantages of using cloud-based enterprise applications?
c) What people, organization and technology issues should be addressed in deciding whether to use a conventional CRM system versus a cloud-based version?
Meemic Insurance Agents CRM Presentation February 2015AspenTech CRM
What are Customer Relationship Management (CRM) systems and how will small and medium sized business' benefit from them. Examples of Zoho CRM and Act! v17 are included.
Pivotal CRM for Mutual Fund Wholesaling helps fund wholesalers meet the challenges of today’s marketplace. A complete client relationship management (CRM) solution, Pivotal CRM helps fund wholesalers increase productivity and decrease operational costs, enabling them to drive more products to market, proactively expand sales, and outperform the competition. At the heart of this solution is a toolset to help build superior relationships with broker-dealers and identify the profitable alliances that merit further cultivation.
Didn't get a chance to stop by the Cloud Services demo booth? No worries! You can download our presentation materials here. See how our Salesforce advisors can help you maximize your Salesforce investment with key Cloud Services offerings, including Accelerators, Premier Success Plans, Advisory Services and Strategic Projects.
Check out our website to learn more about all of our Cloud Services offerings:
http://sforce.co/1ZuutDV
NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including
sales force automation (SFA), marketing automation, customer support and service, and flexible
customization, all in single cloud CRM solution. And unlike typical CRM solutions, NetSuite CRM+
includes powerful sales performance management, order management, partner management and
marketing effectiveness capabilities as standard
How SMEs can get started on Salesforce with PSG? Jeraldine Phneah
Salesforce is a pre-approved IT vendor under the SMEs Go Digital Productivity Solutions Grant (PSG) in Singapore. We can help you to:
1. Increase productivity & close deals remotely using Sales Cloud CRM
2. Customise and scale Salesforce solutions based on your current challenges
3. Implement fast, and get 1:1 support and best practices from Salesforce experts
Case on Customer Relationship Management Heads to the CloudAzas Shahrier
This MIS / CIS case analysis was given to identify the followings;
a) What type of companies are most likely to adopt cloud-based CRM software services? Why? What companies might not be well suited for this type of software?
b) What are the advantages and disadvantages of using cloud-based enterprise applications?
c) What people, organization and technology issues should be addressed in deciding whether to use a conventional CRM system versus a cloud-based version?
Meemic Insurance Agents CRM Presentation February 2015AspenTech CRM
What are Customer Relationship Management (CRM) systems and how will small and medium sized business' benefit from them. Examples of Zoho CRM and Act! v17 are included.
Pivotal CRM for Mutual Fund Wholesaling helps fund wholesalers meet the challenges of today’s marketplace. A complete client relationship management (CRM) solution, Pivotal CRM helps fund wholesalers increase productivity and decrease operational costs, enabling them to drive more products to market, proactively expand sales, and outperform the competition. At the heart of this solution is a toolset to help build superior relationships with broker-dealers and identify the profitable alliances that merit further cultivation.
Didn't get a chance to stop by the Cloud Services demo booth? No worries! You can download our presentation materials here. See how our Salesforce advisors can help you maximize your Salesforce investment with key Cloud Services offerings, including Accelerators, Premier Success Plans, Advisory Services and Strategic Projects.
Check out our website to learn more about all of our Cloud Services offerings:
http://sforce.co/1ZuutDV
NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including
sales force automation (SFA), marketing automation, customer support and service, and flexible
customization, all in single cloud CRM solution. And unlike typical CRM solutions, NetSuite CRM+
includes powerful sales performance management, order management, partner management and
marketing effectiveness capabilities as standard
How SMEs can get started on Salesforce with PSG? Jeraldine Phneah
Salesforce is a pre-approved IT vendor under the SMEs Go Digital Productivity Solutions Grant (PSG) in Singapore. We can help you to:
1. Increase productivity & close deals remotely using Sales Cloud CRM
2. Customise and scale Salesforce solutions based on your current challenges
3. Implement fast, and get 1:1 support and best practices from Salesforce experts
Collaboration: Cockburn's Dance of Contribution in a WorkshopCraig Brown
This is a presentation which accompanies a workshop on Alistair's "Collaboration; The dance of Contribution" article.
You can read the article here: http://alistair.cockburn.us/Collaboration%3A+the+dance+of+contribution
The workshop includes two games as well as a description of what leadership behaviours matter when you move from a compliant or merely co-operative culture to a collaborative one.
Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering...DeltaBahn
This series of posts is a guide master Microsoft Project 2013 and increase productivity for overall Project Management.
The slides contain only the steps to follow allow and getting started with task management.
View the whole blog post with explanations:
http://deltabahn.com/project-2013-microsoft-project-for-professionals-5-simple-and-practical-steps-to-mastering-task-basics-in-under-30-minutes/
Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering...DeltaBahn
Learn how to use summary, milestones and recurring tasks, how to apply lag, lead and elapsed time in tasks and determine the critical path in this second part of our practical guide to Project 2013.
View the whole blog post with explanations:
http://deltabahn.com/project-2013-microsoft-project-for-professionals-5-simple-practical-steps-to-mastering-task-context-in-under-30-minutes/
SuiteCRM software is a powerful and flexible customer relationship management platform. Hynstein provides efficient and timely implementation, customization and support services.
The Ultimate How-To CRM Guide is the document that you need to make your decision between cloud-computing technology and on-premises. We call it "Ultimate" because it is the Ultimate How-To CRM Guide, the "Must-have" Guide :)
Grow Your Company in the Cloud with NetSuite CRM
Check out our NetSuite CRM highlights! Find out why NetSuite software is #1 on the market. What is CRM?
Techo ERP is the Best ERP System that is adaptable to changing market dynamics and customer needs by being flexible, modular, and scalable. You can start with certain applications that make sense right now and then add on seamlessly linked applications as your company grows.
Why Should SMEs Use CRM & Workflow Management Systems_.pptxXapsys CRM Software
Small and medium-sized enterprises (SMEs) can greatly benefit from implementing Customer Relationship Management (CRM) and Workflow Management Systems (WMS). CRM helps SMEs organize and manage their interactions with customers and clients, providing a centralized view of customer data and interactions. This allows for better customer service and increased sales opportunities. Workflow System streamlines and automates repetitive tasks, freeing up time and resources for more strategic activities. Both CRM and workflow management system also provide valuable insights into business operations, enabling SMEs to make informed decisions and improve their overall performance. In short, CRM and workflow automation software can help SMEs improve customer relationships, increase efficiency, and drive business growth.
Enhance your overall business visibility and productivity through Target CRM.The rapid growth and expansion of CRM systems have been taken place in three dimensions - business process, industry and technology. There are lots of business benefits to be obtained from a good CRM system, including increased revenues and decreased costs.
CRM Software Systems can also help you retain existing customers and gain new ones. Key elements of CRM allow a business to: collect and maintain valuable data.An improved response to customer queries and a better understanding of customer needs helps builds customer loyalty. CRM can also reduce operating costs.CRM is not the only business application that deals with customers. An Accounts Receivable application will track sales, payment and credit information regarding a customer.
SugarCRM is rethinking how technology can help companies manage customer relationships. Sugar, the market leading commercial open source CRM application, delivers a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. Supported by deep collaboration and administration capabilities that adapt to how your company operates, Sugar is delighting customers of all sizes across a broad range of industries.
Why erp and crm integration is key to improving customer experiencecloudfirm
With customers taking an increasingly digitally-driven path to purchase and demanding more personalized customer experiences, smart companies are making solid use of their customer data.
By doing so, they’re tapping into a profitable opportunity: 86 percent of buyers say they’re willing to pay more for a great customer experience.
But too many companies are still scrambling to turn the data they’re collecting into actionable, bottom-line results. Why? Because the data they are collecting too often goes no farther than the IT department that collects it — and that leads to lost opportunities.
Success factors for Enterprise Project ManagementAmarnath Gupta
Average of EPM Tool implementation fails organization wide, because of few missing factors and initiatives.
Read my presentation which describes about Success factors for Enterprise Project Management
Sarbanes-Oxley was passed in the wake of a number of notable corporate accounting scandals including Enron and WorldCom.
And now in this training presentation, you will understand why and how this is important for us.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
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Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
2. •
Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forwardlooking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the
assumptions proves incorrect, the results of ROUTEGET Technologies could differ materially from the results expressed or
implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed
forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any
statements regarding strategies or plans of management for future operations, statements of belief, any statements
concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
•
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering
new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating
results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market
in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and
manage our growth, new releases of our service and successful customer deployment, our limited history reselling ROUTEGET
products, and utilization and selling to larger enterprise customers.
•
Any unreleased services or features referenced in this or other press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based
upon features that are currently available. ROUTEGET Technologies assumes no obligation and does not intend to update
these forward-looking statements.
Safe Harbor
7. Software
Cloud Computing
Automated Upgrades
Value
Value
Large Operating
Expenses
Cloud Computing Value
Time
No Capital
Expenses
Upgrade Expense
Large Capital Expense &
High Risk
53% of software projects cost
189% of original estimate1
1 Standish
Average 57% ROI
within 12 Months2
Group, Chaos Report 2006
Research on 45 ROUTEGET customers, December 2013
2 Third-Party
The Cloud Delivers Fast Time to Value
8. On Premises = Hidden
Costs
No Upfront License Fees
Licenses
Hardware
Consultants
Infrastructure
Maintenance
Dedicated Staff
Upgrades
1Source: Yankee
No Hardware Infrastructure
Cloud Computing: 46%
Lower TCO1
Group: Hosted vs. Premise based Sales Solutions: TCO and Trade Offs
The Cloud Delivers Lower TCO
Lower Implementation Costs
Free Upgrades
No Ongoing Maintenance Fees
Predictable
9. Enterprise Market
ENTERPRISE
• Large enterprise companies like Oil & Natural Gas, production etc.
Mid Market
MID-MARKET
• Mid range Real Estate, Construction Management, Retail &
Distribution Companies.
Small Business
SMALL BUSINESS
• Small Business Companies, Agencies, Traders, Consulting Firms,
Wholesale Business, Logistics and Freight Management
Companies.
The Cloud Services for Every Size
11. RTe HRM
World’s cheapest CRM
available @$6.99/Month
Intuitive Human Resource
Management in the cloud
RTe
HelpDesk
Complex Customer
Support business? Go for
Helpdesk – most
innovative Helpdesk
management
The Real Cloud
RTe Pay
RTe EAIS
RTe CRM
Control your Employees
from anywhere with
Employee Attendance
Information System
RTe HIS
Hospital Information
System – Patient
Demography to Facility
Management
Never delay in Employee
Salary, use RTe Pay –
Payroll solution
RTe POS
Are you into Retail
business, choose RTe POS,
and go live in clicks.
RTe Pay
Never delay in Employee
Salary, use RTe Pay –
Payroll solution
12. •
Market, Sale, Service – A must have tool for your organization:
RTe CRM
•
Find Customer
• Grow your Business
• Increase Revenue
•
Retain your customer
•
Fastest RoI
13. Empower your sales teams with tools that help them learn more
about your customers, spend more time on high value activities, and
build lasting customer relationships from anywhere in the world.
Win More Deals – Increase your
SALES
14. Every record in RTe CRM is easy to search for and
modify, and is structured like a portfolio, so that
any associated information is also easy to find.
Whether
you're looking
at
leads, customers,
organizations, or opportunities, see all of the
related notes, email communications, campaign
engagement histories, documents and beyond in
an easy to read and modify view.
Comprehensive contact views
16. Save time by automating even complex repetitive
tasks.
Whether it's sending an email, creating a record or
appointment, or updating a field, if there's a set of
standard conditions that can trigger for the
task, then RTe CRM's powerful workflows engine
can automate it.
Automate repetitive tasks
17. From Outlook, to Google Apps, to Office, Exchange
and beyond, RTe CRM integrates with the tools that
you already use, so that you can focus on the deals
that drive your business
The tools you know and trust
18. Slice and dice data and compile extensive reports
that filter on anything in RTe CRM from deal flow
to employee performance. Use that information to
drive insightful decision-making that closes the
loop on your business's processes.
Comprehensive reporting
19. Whether it's managing marketing program ROI at a high level, or
nurturing specific lead segments with targeted email campaigns, let
RTe CRM help you segment, communicate with, and record
campaign performance and engagement down to who opened what
email, so that you have the information you need to make better
decisions.
Drive Better Results with intuitive
MARKETING
20. Keep leads separate from sales-ready contacts, building profiles,
interaction data, and launching targeted nurture campaigns. When
they're ready to interact with sales, hand them off and automatically
create an opportunity in a single click, while keeping those that still
need education in your lead nurture cycle.
Comprehensive lead views
21. Use RTe CRM to build campaign portfolios, tracking campaign
information, setting budgets, attaching documents, and associating
leads to see a comprehensive view of all of your campaigns,
associated leads or contacts, and performance at any time.
Campaign tracking
22. Building targeted campaigns is as easy as building a list from your
leads and contacts, designing a template, and then scheduling it to
run. Individual campaign engagement data is stored with each
contact for sales to leverage in discussions, while aggregate analytics
are available to close the loop and build higher performing
campaigns.
Bulk email campaigns
23. Build and export reports that organize and filter on virtually any data
in RTe CRM. Use it to close the loop on marketing and sales
activities, improving the productivity of your business.
Reporting as deep as your data
24. Great customer service means staying on top of customer
requests in various stages, across a number of channels.
Provide a great customer experience by using RTe CRM tools
to aggregate and track all your requests, access and update
them from anywhere, and to professionalize the face of your
customer service organization.
Delight More Customers with great
SUPPORT
25. Whether you handle customer service or support cases via email, over
the phone, or directly through RTe CRM, RTe CRM's ticket management
system gives you a single place to collaborate and keep track of the
issues that matter most to your customers. Additional features allow you
to automatically create tickets from emails, and to notify your team and
update records as changes occur.
Support case management
26. Track customer purchase histories down to uniquely identifiable
items and services. Use that information in targeted up-sale or
cross-sale activities, or for tracking support or warranty requests.
Manage items and contracts sold
27. Ensure that account owners have visibility into customer projects by
using RTe CRM to build and track projects and details including
budgets, milestones, tasks, and resource assignments. RTe CRM's
document management systems and workflows also integrate
seamlessly to allow for automatic notices and the attachment of
files to project tasks.
Project management
28. Eliminate repeat customer questions and empower your team to
provide better, faster service by building acknowledge base that
customers can access through the customer portal, or your team
can access directly in RTe CRM.
FAQ creation
29. RTe CRM is more than just a CRM. With built-in solutions that range
from email marketing, to activity and project management and
beyond, RTe CRM On Demand truly is a one-stop organization
management solution for most businesses
Features & Benefits
30. RTe CRM Features
Email Marketing
• In just 4 steps, target, build, and send beautiful, relevant emails
to your leads and customers that drive action, then view
audience engagement to see what grabs their attention and build
increasingly successful future campaigns. Finally, empower
prospect and customer facing teams with engagement
information and insights to help them better identify interests
and drive new revenue opportunities
Project Management
• Create projects associated with customers or support cases. Set
project milestones and assign tasks to users or user groups. As
the project progresses, use the comment system and file
attachment to keep everything together, and along the way, keep
track of progress and recent events on the summary page.
31. RTe CRM Features
Customer Portal
• Professionalize the customer experience by providing customers
with access to a tailored customer portal. Use it to maintain a
channel of communication and to share records and files.
Customers can also submit customer service requests through the
portal for more professional case management.
Calendar and Task Management
• Use the RTe CRM calendar to create, assign, and manage tasks and
events associated with opportunities, customers, cases, or other
records. Set calendar visibility between employees and
managers, and configure event alerts, from in-window pop-ups to
emails.
32. RTe CRM Features
Reporting
• Pull data together from any field of any record in RTe CRM
using reports. Segment the data using conditional filters, and
perform basic calculations directly within RTe CRM, or export
the data via CSV or XLS for further analysis.
Document and File Management
• Store and organize files using RTe CRM's document
management system. Associate files with opportunities,
projects, or other records, and disseminate files directly
through emails or from within RTe CRM.
33. RTe CRM Features
Teams & Access Control
• Control the organizational hierarchy and team structures. Use it to
enable managers to see employees' calendars, and to determine
who can access various CRM areas and see, edit, and delete
records.
Inventory Management
• Organize and keep track of your product volumes and services, use
price books to set different pricing rules for different customer
groups, use purchase orders to place orders for products from
associated vendors, and send and track e-payment and other
payment requests for goods and services.
34. Easy, Real-Time Customization
for Managing All Your Data
• Unlimited Custom Objects & Fields
270+ Customer
Customizations
• Build any Table
• Add any Field
• Automatic Audit History Tracking
Your
Database
3400+ Custom Objects
(Tables)
• Automatic Performance Tuning
Unlimited Real-Time Customization
35. Fast Application Development
without the Cost of Infrastructure
Fast Application Development
without the Cost of Infrastructure
• Programmatic Business Logic
• Complex Transactional Logic
• Stored Procedures
• Triggers
650,000+ Lines of User
Code
• Data Validation
Programmable Cloud Logic
37. Fast Data Access
with Massive Scale
Web clients
Query
Optimization
Engine
API calls
Massive Scalability Across
Multiple Dimensions:
Your Company
Your Security
Your Role
Your Sharing Rules
Your Metadata
<310 ms
Your Search
Real-Time Query Optimizer
38. Take a step ahead towards
growing your business with
RTe CRM today, and grab
exciting volume discount