StayinFront CRM Windows
StayinFront CRM Windows ensures that users needing access to customer information any time, any place have the power of our full-function CRM solution operating on Microsoft Windows® based workstations and laptops. StayinFront CRM Windows running stand-alone on a notebook computer is perfect for mobile sales professionals, with StayinFront’s Synchronization system ensuring a relevant subset of the entire CRM database. Alternatively, users can be connected directly to a corporate network and server-based CRM databases.
)
StayinFront CRM Windows has an “adaptive application shell”, which adjusts itself to each customer's business processes. Some of the tools provided by StayinFront CRM Windows include:
- Dashboards - configurable "home screens" that bring together into one place critical customer information, calendars, messages and key performance analysis information
- View Bar - organizes information for the quickest possible access to key information and allows users to work in a “process-centric” manner. “Views” can link to dashboards, search functionality, navigation grids and calendars
- Segments - using wizards, non-technical users can create powerful queries without having to understand databases or query languages
- Buckets - provides the ability to quickly create lists of customers for use in campaigns, reports and mail merges
- Quick Reports - create your own reports by simply pulling in the data you want to see and presenting it with grouping, sorting and totals
- Calendar - "drag and drop" customer contacts directly into the calendar to create meetings and then synchronize with Outlook or Notes
- Mail Merge - create and link your own mail merge templates and quickly generate mail merges for one or many customers
