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Terrasoft is a leading supplier of integrated Customer Relationship Management (CRM) solutions, offering services to companies of different sizes and industries. Terrasoft CRM software solutions will empower your company to optimize business operations and gain a long-term competitive advantage in the market.
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\ CRM Software \ Terrasoft Sales \ Functionality
Terrasoft Sales functionality is represented with the eleven modules, which fully cover all the sales department tasks.
| Contacts |
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| The sphere of unified customer database management. Provides the full range of tools for quick and easy work with an unlimited information files. Data search is enhanced due to the use of optimized algorithms of data processing. Can you imagine the search of the person’s phone number in the phone reference book of the big city could last less then a second only? The system supplies maximum enhancement of speed of customer applications processing performing all the routine work instead of you. |
| Accounts |
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| The unified list of the contractors of your company. Here you’ll find the full information about the company’s partner, customer, supplier or competitor. There is a possibility of fast transfer to sales history and correspondence with appropriate persons as well as to documents and actions. Any commercial information would be accessed only by those who are eligible as there is a system of data access differentiation. |
| Tasks |
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| The instrument of a successful manager for working time planning and control which tracks all the tasks connections with contacts, projects, executors and campaigns. It puts into action all the regulations of your business processes and is a flexible means of control. It synchronizes all the tasks of your team in the same informational field. |
| E-mail |
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| The comfort of the interface of MS Outlook you’re already familiar with will always be present in your work with email messages. You will never have to look for the contact information in the pile of emails and contacts as all the messages are automatically attached to the objects of your customer database. You have the access to all the mail history with each person just by clicking the E-mail tab of an appropriate contact. |
| Products |
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| Centralized informational database of your products and services. The quick orders processing, complex orders compilation on the fly. Taking into consideration special pricing policy of the company for partners and customers. |
| Opportunities |
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| Track the development of your relations with a company or person from the very first moment of your interactions with a lead. Form the work group and plan the workflow. Control the actual plan accomplishment and store related project documentation. The set of handy reports could be replenished with custom forms, which reflect your business specifics as all the instruments for form creation are already present in the system. |
| Invoices |
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| The module is meant to arrange effective and efficient issuing and managing invoices. You have only to choose the account and push the “Print” button to make the hard copy of the invoice. The module provides the possibility for the reports state monitoring. |
| Sales Pipeline |
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| Sales Pipeline is one of the most powerful CRM tools. It is meant to monitor and evaluate the performance of the Sales Managers. It raises the Sales Management of the organization to the new level. |
| Reports |
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| All the tools of report management in Terrasoft CRM are concentrated in this module. By means of the inbuilt report builder the analytical forms that meet your business requirements could be added. Standard reports give the possibility to analyze and control all the typical business tasks. |
| Library |
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| It is an electronic bank of internal documentation, which keeps the most essential templates, marketing, commercial and technical documents in the ideal order. It provides the access to all the important materials for your business in seconds. |
| Administration |
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| This module is intended for setting the rights for the system users. It has a user-friendly interface, which enables a Terrasoft CRM Administrator to perform access right configuration for user groups by default as well as for certain system users. |
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CRM Software
CRM Project
Tobias Menne
Matjaz Krmelj