SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

Introducing…….

SFCRM Special Features

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

Key Concepts User Interface Definition User Color Themes Territory Assignments Custom Data Fields Page Layouts Pick-Lists Definition Sales Processes Data Management Quick Activity/Task Logging Attachments/Document management Vocabulary for Custom Verticals Advanced Filters and Reports Application Monitoring

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

Every element of the User interfacecan be configured to be as detailedor as simple asdefined by the

end user

User

Inte

rface

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

There is a wide selection of color

themes to suit end user tastes.

Custom colors can be added

by the channelpartner

User

Color T

hemes

Color Theme selections basedon Yahoo! Color schemes

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

Here are samplesof the various color themes

as well asa custom

designed UserInterface

User

Color T

hemes

Barbie for the Ladies

Corporate Blue Khaki for the Field Sales rep

Custom for the savvy customer

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

Territories are signed to sales reps& can be defined by

geography, area code, zip code, people or

product types. Additional

classifications based of class/type are also

possible

Territ

ory

Selec

tions

Admin -> Territories

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

You can add any # of Custom Data

Fields (CDF) to anyEntity.

Math calculationas well as Jscript

validation can be defined in the CDF

Custom

Data

Field

s

Admin -> Fields & labels

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

Page Layouts canbe modified and youcan specify the level

of detail that a User is allowed to

view. MultiplePage-layouts

can be defined.

Page

Layouts

Admin -> PageLayouts

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

Picklists valuescan be

easily added withan easy to use

interface.

Pick

List

Defin

itions

Admin -> PageLayouts

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

You can definemultiple sales processes and

associate them withspecific opportunity

types

Sales

Proce

sses

Admin -> Sales Processes

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

You can import freshAccounts, Contact

Opportunity & Activities as wellAs mass-update

certain fields. Speciallydesigned for offline

back-officeIntegration such as

Accounting or logistics

Data

Man

agem

ent

Admin -> Data Management

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

Quick CallLogging

Quick CallIcon

Contact Tel #s

Can be InteracedTo PBX

TAPIVOIP

SubjectCall Notes

Brings up next Contact in

Sync withThe Contact

Screen

Nest follow-up Call

Quick Activity LogProductivity Tools

SFCRM – Focus on business, not technology sfa initySFCRM – Focus on business, not technology sfa inity

Summary• New Features and Functionality provides end

users to quickly setup, deploy, configure and customize to suit their individual requirements

• Rapid ROI and low TCO for hosted CRM deployments enables barriers to adoption by SMB customers

• “No programming” customization enables lower end user pricing ensuring rapid SMB market penetration