Law

Master Data

Account, and contacts management

·         Business partner roles – prospects, customers, contacts, internal employees, external employees (external sales companies) etc.

·         Prospect to customer conversion

·         Origin

·         Buying groups

·         Customer grouping

·         Marketing attributes

·         Account Hierarchies

Territory management

·         Territory definitions by regions

·         Hierarchy

Organization structure and management

·         Hierarchy

·         Employees

Process

Lead management

·         Origin, priority, status and reasons

·         Grouping

·         Dates – RFQ due date etc.

·         Sales rep determination

·         Other partner functions – external and internal employees

·         Texts

·         Qualification based on questionnaire or manual

·         Follow-up to activities and opportunities

·         Workflow

External list management

·         Accounts and contacts

·         Leads

Opportunity management

·         Origin, priority, status and reasons

·         Grouping

·         Sales cycle (sales process) and sales assistance

·         Expected sales volume

·         Dates – RFQ due date etc.

·         Other partner functions – external and internal employees

·         Texts

·         Follow-up to activities and opportunities

Pipeline performance management

·         Sales cycle (for analytics) and status

·         Pipeline analysis

·         Pipeline change analysis

·         Closing to date analysis

·         Target to date analysis

Activity management – tasks, appointments, and emails.

·         Simple tasks

·         Appointments – meetings and customer visits

·         emails

Marketing

·         Manage , optimize, execute and analyze the marketing budgets

Analytics

·         Marketing and sales, monitoring performance by customer, and customer groups

Groupware Integration

·         Emails, tasks and appointments between CRM and Outlook exchange