July Soft Geysir Hekla CRM & Customer Support - Increase Your Sales!
Hekla CRM & Customer Support Modules - Benefits:
- Hekla CRM help you grow your sales, lead-generation volume and customer retention
- Manage your clients, associated events, automate offer-making, contracting, invoicing & customer support
- Manage your marketing campaigns, newsletters & events
- Evaluate easier your sales workforce productivity
- Overview of sales progress - allows you to asses quickly any deal status/progress
- Superior search experience to any classical CRM systems - tight integration with Geysir Enterprise Search powerful search capacity
- Faster contact creation - allows automatic OCR / import of Visit Cards and automatic contact creation from Thunderbird email client UI
- You have a high degree of information reuse through data/reports filters, shortcuts and integration with other applications
- You have increased security, fine data-access tuning
- Automate any client-related business-operations, fast
- Possibility to receive customizations to your specific business operations/processes
Hekla CRM & Customer Support Modules - Features:
- Administration
- Localization / Translations settings
- Graphics icons management
- Management of metadata, operators, transition effects etc
- Management - Business modeling
- Modeling organization hierarchical structure
- Modeling storage hierarchical structure at organization level and at department level
- Modeling of document/dossier types(invoices, contracts, offers, etc)
- Management section to define and manage main system entities: folders, departments, document, dossiers, files
- Management section to define and manage main system entities: users, groups, permissions
- DMS - User module
- Dashboard: personalize it with different web parts that ease your daily tasks and increase your control over your operations
- Actions within a context of a current folder: add folder, rename, workflow, alerts subscription
- Actions within a context of a current file/dossier: add, upload, check out, check in, archive, add shortcut, workflow, alerts subscription, dossier files list etc
- Statistics
- Documents versioning, check-in and check-out documents
- Document templates
- Metadata by document/dossier
- Zip files import, export files as zip
- Supports Shared Folders
- Customizable user desktop
- Supports user alerts by email
- Supports copy and move data
- Supports documents and dossiers relations
- Available custom actions: generate new deals, new contacts etc
- Workflows
- Document workflows, actions on transitions(optional)
- Workflow transition effect types: effects workflow management(copy, move, etc.)
- Security Settings
- Hekla has a complex system of assigning rights level: organization, departments, folders, workflows, document types, metadata
- Physical separation archived data
- Supports temporary rights delegation
- Calendar
- Graphical visualization of tasks and/or issue in calendar
- Drag and drop issue/task in calendar to change due date supported
- Reports, Browse, Search
- Quick search
- Advanced search
- Reports generator
- Export report data(with selected metadata) into csv files
- Complete logging: view the system log events after filtering by different criteria
- Browse: Hierarchical navigation at departments and at folders/files level
- Integration
- Integration with external applications
- Integration with Geysir Enterprise Search
- Integration with Thunderbird client to enable emails import in Hekla and generation of business entities
- Export emails to Outlook/Thunderbird calendar
- Customization
- Custom actions(on client demand) dedicated to client business like: generate commercial offer, contract, invoice etc
- At client demand: automatically import into CRM module clients / contacts starting from EML files
- At client demand: CRM automatically import contacts starting from Scanned visit cards
- Other customization at client demand