Let's consider what concrete benefits Terrasoft CRM brings to you as compared with MS Outlook (Organizer) and ACT! (Contact Manager).
You can view all customer history:
tasks (calls, appointments...), email messages, sales, products purchased, documents (invoices, orders, contracts...), marketing campaigns targeting this customer |
Only tasks and emails |
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You can note any details about the contact and attach files |
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You can manage customers, partners, suppliers as well as contacts. |
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You can quickly find a company or a contact. You can quickly find a task, email, document, product, project |
Contacts only |
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You can schedule your tasks and appointments |
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You can view other users schedule (control user performance), create task for another user |
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You can automate routine task series |
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Email client |
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You can control your current projects (status, dates, amount) or partners performance |
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You can link needed records (contacts, companies, docs, files) to a project |
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You can view your sales statistics and analytics |
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You can store product prices and information |
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You can register and print documents (e.g. quotes, orders, job sheets) |
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Quotes only |
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You can quickly view customer statistics and analytics - this will give you exact info about your target market |
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You can control your marketing campaigns and analyse their results (view the actual profit of each campaign) |
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You can register and track tickets (to organize customer support) |
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You can organize solutions knowledge base for customer support |
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You can regulate user access to different information |
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You can store, organize and share different files |
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You can customize the software to your specific business |
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