Helps your sales team to close your deal faster. Takes your through the complete sales process efficiently, including leads, accounts, contact, opportunities, quotes, orders, etc.
Receive the leads directly into your system using our web forms.
Generate Quotations from your CRM System and email to your customers.
Access the CRM system online from any where and any mobile device.
Plan and schedule your activities and appointments using the calendar.
Manage your contacts and stay in touch with everyone using the communication tools.
Track your upcoming revenue with the opportunity management.
Track the efforts and results of your sales team.
VIENNA Advantage Cloud CRM offers an inbuilt workflow management system.
Assign tasks to you or to others and track the status of each task on your dashboard.
Analyze and control your accounts in a more efficient way.
Plan your Marketing and Campaigning activities and track the actual results against them. Allocate responsibilities and plan resources in order to make your campaigns successful.
Plan, Schedule and Execute your Marketing Campaigns and track their success.
Sum up the cost of your activities and items required for your marketing campaign.
Invite people to events and campaigns directly from the system and track their responses.
Allocate tasks planned on your campaigns to internal resources and track their status.
Analyze success of your efforts in marketing from cost point of view.
Segment your customers in to target lists and start targeted campaigns.
Plan your sales forecast based on the actual sales pipeline as well as the forecast worked out by your different sales teams. Run plan versus actual reports and see which measures lead to success.
Let every team submit you a sales forecast.
Build your set of role based reports on your figures.
Set your custom alerts based on any figures in the system.
Consolidate the team forecasts to generate the Company's sales forecast.
Analyze the company's targets and achievements in comparison.
Set approval processes for any documents dynamically.
Provide an excellent after sales service to your customers by tracking their cases and assigning internal resources. Measure the time to close, the cost as well as the customer satisfaction.
Manage the requests of your customers within the system.
Record your actual consumptions against request.
Define your custom process in a workflow and automate approvals.
Set auto responders to customers and executives.
Assign request to internal resources or roles.
Generate Invoices based on consumptions on requests.
Set escalation routes and events for automatic escalations.
Define your custom templates for frequent responses.
Track your orders, service contracts and recurring orders in the Order and Service Contract Module.
Record your sales and contracts with your customers.
Set fulfillment rules for your sales orders.
Manage your product portfolio and the standard rules to it.
Allocate tasks based on the orders received from customers.
Record your recurring services contracts for automatic recurring billing.
Various price lists in the system and assign those to groups and business partners.
Set approvals for your orders and executions.
Whether you are a global or a local organization, no matter how many organizations you run or what currency you use, you will never outgrow the system as the system grows with you.
Generate Invoices manually or from existing orders.
Generate automatic invoices based on rules.
Build your custom reports based on your requirements.
Set recurring billing for regular invoices.
Link invoices with approvals or automatic alerts.
Automate your invoicing based on the terms towards your customers. Set recurring invoicing on service contracts or plan your invoice schedules for orders.
Create multiple tenants for your group of companies.
Every user can select his preferred language at login.
Made to handle multiple accounting standards.
Create multiple organizational units within one tenant.
Handing multiple currencies and currency conversions.
A complete set of modules proving all you need to run your business.
No need to be an Engineer to run the show. Just have it your way!
Create new windows to enhance functionality, or simply create or edit fields on existing windows, reports without any knowledge of coding. Simply use our inbuilt customization features.
No need of IT knowledge to safely run your system and take scheduled backups. Our cloud infrastructure manages scheduled backups and restores for you.
If it comes to roles and data access, have it just your way. A very strong role-data security concept allows you to set any types of authorization concepts.
Track sensitive data and get updated alerted on any changes, updates. Track system wide audit trails and be aware about what is happening in your system.
Our web services based architecture allows integration points to any types of systems and data sources.
If you choose to use our cloud solutions, your data will be stored on highly secured, awarded data centers in Europe, protected against any types of attacks, physical or virtual. Your data is transferred using SSL encrypted lines. You can always download the backups to your local infrastructure whenever you need.