Focus:
- Know more and sell more to your clients
- Track service delivery and project management
Capabilities:
Services Sales Management: Manage the entire sales cycle —
track leads and opportunities, generate proposals and contracts, forecast
service bookings and support resources — from a single view of the client.
Services Item Catalog: Create a portfolio of services
including client-specific price levels, discounting rules based on the number
of packages or units purchased and preferred-client pricing with pre-negotiated
price levels and terms.
Project/Job Tracking: Manage and track multiple types
of projects or jobs with linked activities that clients, along with sales,
service-delivery and support personnel can view. Manage complex relationship
structures by linking multiple-project jobs and sub-projects with customers and
opportunities.
Advanced Calendaring and Activity Time Tracking: Share
calendars, develop schedules and monitor assets. Time-tracked activities
(tasks, calls and meeting events) let managers track the employee actions on an
individual or per-project basis.
Client Self-Service Center:
A secure, password-protected center where clients can: track project
status, past bookings, outstanding quotes and client-specific shared documents;
search knowledge bases, access FAQs or submit a trouble ticket.
Service Personnel Specific Dashboards: Role-specific
dashboards provide real-time access to services forecasting, revenue, project
status, project alerts, client support incidents and more.
Document Management: Store, organize and set access
restrictions for files such as Word, Excel, PowerPoint and PDF. Publish files
to intranets or wikis, corporate Web sites or client self-service centers.
Client Support & Service: Record and track client
contact by e-mail, the Web and phone. Includes automatic escalation rules to
meet contractual service level agreements. Provides customer service personnel
with tools to process trouble-ticket handling.
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