| RightServ Hosted Microsoft CRM Service |
Business benefit |
| Exchange integration |
Full integration with Microsoft Exchange server 2003 or 2007 |
| Outlook or Web access |
Full access to company CRM information either through existing Outlook clients or a simple web browser |
| Contact Management |
Full contact management and tracking
Full integration into Outlook contacts |
| Sales Management |
Lead Management
Pipeline management
Opportunity Management
Account Management |
| Email tracking |
Automatic tracking of all emails (inbound and outbound) system wide |
| Marketing Management |
Full campaign management and tracking
Full email campaign management and tracking |
| Service Management |
Support-desk ticket management (Case management)
Service Contract management
Support case escalation and management
Incident and problem management |
| Security |
Full integration into Active Directory |
| Full Workflow engine |
Comprehensive workflow engine enables company process to be automated and managed within the system. Automatic escalation of tasks based on system events and triggers. |
| Flexibility to configure and add |
Ability to create custom entities, forms and views |
| Product Management |
Product configuration
Product pricelists and Customer Contracts
Quoting and Invoicing |
| Reporting |
Integration into Microsoft Office Excel, allowing for static and dynamic pivot table views of CRM data
Integration with Microsoft SQL Server Reporting Services |