July Soft Geysir Hekla CRM & Customer Support - Increase Your Sales!


July Soft Geysir Hekla CRM  & Customer Support July Soft Geysir Hekla CRM  & Customer Support

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