Product Features
Salesnet is a web-based CRM solution designed to give you maximum pipeline visibility. Salesnet is chosen by our customers because it gives them access to all of the Intelligent Pipeline Management, Engage Your Way and KISS capabilities.
Please review the chart below for an overview of our features.
| Salesnet CRM Software Features |
|---|
Intelligent Pipeline Management |
| Report Snap Shots: Take an unlimited number of snap shots of reports. Snap Shots make the examination/analysis of historical data easier and more efficient. |
| Snap Shot Comparisons: Compare two report snap shots in a color-coded comparison report to gain a visual handle on how your pipeline is changing. Highlighted differences save managers from the painstaking old-school method of comparing reports on paper. |
| Dashboard: Customize your welcome page with charts and graphs to give you a quick, visual representation of important Deals, Deal Steps, Accounts, Contacts, Appointments and Tasks. |
| Reports: Get open-ended ability to create and manage an unlimited number of analytical sales reports, forecast reports and activity reports geared specifically towards your business needs. Report definitions can be stored and shared. |
| Fiscal Months, Quarters and Years for Reports: Defining and setting your company's Fiscal time frame enables you to generate extremely accurate reports and forecasts, and manage proactively to meet business goals. |
Engage Your Way |
| Process Builder: Create an unlimited number of processes to manage your company's workflow and guide your salespeople through each customer interaction. |
| Process Builder Usage Rights: Define who can use each process within Salesnet. This allows companies to grant usage based on workflows specific to each position, team or individual. |
| Process Builder Result Layout Editor: Create custom screens that make it even easier to collect critical sales data at specific steps of each process. |
| Activity Types and Purposes: By assigning types and purposes to specific Activities, you can generate powerful reports that help you to track, evaluate and refocus your organization's efforts, as needed. |
Keep It Simple With Salesnet |
| Automatic Task Creation: Follow up activities are automatically generated based on the sales process you have created within Salesnet. |
| Color-Coded Task Lists: View daily activities and tasks, prioritized in color-coded detail, to help you better manage your day. |
| E-mail Integration with Microsoft Outlook: Directly from Outlook, you can automatically link sent and received e-mails to Contacts in Salesnet, and also link manually to Deals. |
| Salesnet Offline: Functionality allows you to add, edit and delete Accounts, Contacts, Deals (including Deal Steps), Multi-Notes, Appointments and Tasks when an Internet connection is unavailable (such as on a plane), and later refresh the changed data back to Salesnet Online when you have Internet access. |
| Document Library: Store documents within Salesnet that can be accessed any time, anywhere. As documents are updated, this information becomes available seamlessly to everyone. |
Core Functionality |
| Salesnet Security, Stability and Scalability: Salesnet's application infrastructure is designed to provide airtight security, with 99.6% uptime and unlimited scalability. |
| Marketing, Communication Manager: Create custom templates for form letters, envelopes, labels and HTML email using Microsoft Word. Templates can be used within Salesnet for mass email campaigns, proposal generation, and a wide variety of communications. E-mails can be generated within Salesnet with the click of a mouse. |
| Marketing, Campaign Manager: Capture all of your campaign data, including ROI, conversion rate, cost, tasks and emails in one tab. The campaign manager is able to show campaign trends and calculate ROI, to ensure you are investing your marketing resources effectively. |
| Marketing, External Data Capture of Accounts, Contacts, and Deals: Capture leads from your web site and the application will route them intelligently to your team. |
| Marketing, Lead Tracking: Salesnet tracks leads throughout the entire life cycle. |
| Calendar: Schedule Appointments and Tasks for yourself or other Users and, as needed, link them to Accounts, Contacts or Deals. |
| Multiple Layouts and Layout Usage: Create multiple screen layouts for Accounts, Contacts and Deals, and grant usage rights to layouts for specific positions, teams and individuals. This allows for customized interfaces for different departments. |
| Importing Data: Import data in comma separated values (CSV) file format from external sources. |
| Accounts: Accounts are the companies with whom you are doing business or hope to do business. New Accounts can be entered in a variety of ways, depending on your unique process. |
| Contacts: Contacts are the customers or potential customers with whom you deal and who -- in most cases -- work at your Account companies. New Contacts can be entered in a variety of ways. |
| Leads: The Leads tab is a separate database to collect contacts and accounts that have not yet been qualified. The leads can be converted to Accounts, Contacts and/or Deals with a click of a mouse. A lead queue can be established to allow for a more efficient way to process leads within a team. |
| Deals (Opportunities): Deals are the specific business opportunities with your Accounts (companies) and Contacts (customers or potential customers) that you expect to lead to revenue for your company. |
| Exporting Data: You can export your data directly to Excel or a comma separated values (CSV) file for manipulation in other applications. |
| Won/Lost Reason Codes for Deals: Enable your organization to track why its Opportunities are being Won or Lost, which is key information for improving your sales organization and increasing your bottom line. |
| Won/Lost Reason Codes for Deals Are Required: All Administrators can establish Won/Lost Reason Codes for Deals. Only Salesnet Administrators can make them required, establish for which processes they will be available, and select whether or not people will be able to enter more than one reason code at a time. |
| Products, Services and Lead Sources: Any number of your company's Products and/or Services can be associated with each of your company's Deals, allowing you to track what your organization is currently selling -- and forecast what your organization will be selling -- through reporting. Lead Sources describe the places and methods by which your organization obtains its prospects. Lead Sources can be associated with your company's Deals, allowing you to track where the most productive leads are coming from through reporting. |
| Message Center: The Message Center gives you a centralized hub for sending and receiving messages to and from other people using Salesnet. |
| Company Preferences: Set SSL encryption as mandatory for everyone, establish the number of consecutive times someone can log in unsuccessfully before being locked out (login attempt limit), establish password rules, choose your multi-note options, and choose your linked email options for greater company security and more standardized processes. |
| Individual and Company Profiles: Manage your personal profile, the profiles of each person using Salesnet, and your company's profile. Assign privileges, allowing people to access certain areas of Salesnet. |
| Web Services API: Integrate your Salesnet data with other best-of-breed applications like call center, marketing automation and customer support software via XML Web Services. |
| Maximum Number of Users: Unlimited |