SLA Monitor

The SLA Monitor works with the Contract and Contract Line capabilities, but augments this with a Monitoring programme, a Time Credit record and a 3-stage alert functionality.

The function calculates the date & time that the 3 stages need to be responded by; the remaining time left and the percentage of time remaining.  The Monitor continually calculates the amount of time remaining before the Case will breach an SLA agreement.

Relationship Charts

Sales people’s sphere of influence with regard to a sale is limited in the areas of price and product. Their real influence and where they can win / lose a deal is within the relationships they have in the organisation.

Relationship Charts can help:

• Sales people can ensure they are engaging at the right level and develop a plan if not
• Able to see the influence key players are having on  a deal, be able to assess easily the strength of the overall relationship, plan strategy
• Ensure that opportunities are properly qualified
• Visual tools drive user adoption. There’s ‘something in it’ now for sales people – they will get something back that helps them.

Data Import for Microsoft CRM

Import Manager makes it possible to import data from one or more data sources, create new records of a given entity in the CRM database, and create relationships to other entities in one single process. Compared to the import tool within Microsoft CRM, Import Manager offers a more flexible way to import data including the ability to create relationships to an existing entity in CRM, creating new relationships between entities in the Import Process and schedule on-going data imports

• Import core data into Microsoft CRM entities (Accounts, Contacts, Opportunities, Cases)
  
• Import data into custom entities and custom fields
  
• Relate entities to each other
  
• Create new relationship between entities
  
• Customised field mapping
  
• Customisable duplicate checking
  
• Data cleansing capability – updating fields on already existing records during an import
  
• Save your field mapping to a configuration file for later use
  
• Scheduling functionality for on-going regular data imports
  
• Create on-going data import from your data provider (e.g, Dun & Bradstreet, ERP system)
  
• Plug-ins for ODBC datasource, Text files, Excel files.

Core Productivity Pack for Microsoft CRM

The Core Productivity Pack includes the following products:

• Console
• Duplicate Detection
• Multi-Field Search
• Summary
• Alerts
• Relationship Explorer
• Email Link

Sales Productivity Pack for Microsoft CRM

The Sales Productivity Pack includes the following products:

• Forecast Manager
• Web Connect