Customer Relation Management (CRM)
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Sales
- Accounts
- Activity tracking & history
- Approvals
- Business to Business (B2B) configuration
- Business to Consumer (B2C) configuration
- Competitor tracking
- Contacts
- Contract management
- Customizable sales process
- Document and integrated content library
- Lead capture
- Lead scoring, routing, & assignment
- Opportunity tracking
- Line-item opportunity management
- Product catalog & tracking
- Quote management
- Sales forecasting
- Product-level forecasting
- Sales teams
- Territory management
- Third-party sales methodologies
Marketing
- Campaign dashboardsL
- CampaignsL
- Email marketingL
- Integration with other marketing automationL
- Marketing campaignsL
- Marketing reports
- Mass email
- Newsletter management
- SMS marketing campaigns
- Web to lead capture
Customer Support
- Advanced case escalation and notification
- Bug tracking
- Call center
- Case escalation and queuing
- Case management
- Customer self-service portal
- Customer support email management
- Knowledge base
Reporting
- Advanced charts
- Cognos BI for Sugar
- Custom reports
- Customizable forecasting
- Dashboards
- Dashboards - customizable
- Dashboards - multiple on homepage
- Dashboards - opportunities by lead source
- Dashboards - sales pipeline
- Matrix reports
- Pre-built Reports
- Read-only report access
- Scheduled reports
- SQL reporting
Collaboration
- Activity streams with social media integration
- Custom module activity streams
- Activity management
- Document management and attachments
- Document management in the Cloud
- Dynamic teams
- Employee directory
- Online meetings
- Team notices
- Workflow automation
