Wireless (Phone) Client
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- Users can access SellWin data on their phone
or PDA device
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Chat Client/Server
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- Users can see who is logged on and chat online
with them
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Opportunity Management
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- Users can manage key information
about any number of sales opportunities.
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Activity Scheduling
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- Key sales activities can be tracked
for an opportunity.
- Alarm notification alerts users
to special events related to a sales opportunity.
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Quote Creation
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- Allows automatic configuration
and quoting of products or services.
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Order Generation
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- Users can submit an order to
a back-end system by converting an existing quote.
- An order's status can be easily
tracked.
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Forecast Creation
|
- Sales forecasts can be entered
for any reporting period.
- Forecasts can be consolidated
and viewed by management.
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Contact Management
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- Any number of sales contacts (e.g.
managers, users, client, prospects) can be created and associated
with an opportunity.
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Sales Funnel
|
- Allows for the graphical tracking
of an opportunity through a multi-stage sales process.
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Disconnected/Connected Modes
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- Allows users to work remotely,
disconnected from their corporate server and then synchronize their
work when connected.
- All of a user's data can be downloaded
to their laptop.
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User Group Adminstration
|
- Users are associated with a user
group.
- User groups can be defined to
represent a sales group or team.
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Customer Administration
|
- Allows for the creation and updating
of customer information separate from the creation of an opportunity.
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Multiple Language Support
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- Allows the GUI user to view screen
labels in multiple languages.
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HTML Help
|
- Help text for each screen is
presented in HTML format.
- Companies can customize
the help text using HTML.
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