SYSTEM FEATURES AT A GLANCE

• 32-bit application
• Windows 95/98 or Windows NT
• Microsoft Access 97/Microsoft SQL Server
• Scalable from a few users to hundreds of users
• Customizable forms and business rules
• Modular implementation
• MAPI messaging
• TAPI dialing
• Interface with fax servers
• ODBC data support
• Over 70 user-definable system options
• Graphical user interface
• Point-and-click operation
• “Drill down” information access
• Form templates
• Spell checking
• Windows compliant interface
• Automation controller
• Management reporting
• MS Outlook integration
• MS Word 97 integration

SUPPORT & SERVICE FEATURES

• Call management
• Online problem resolution
• Change request management
• RMA tracking
• Product and component level tracking
• Call queues
• Follow-ups
• Attachments
• Order entry
• Product registration
• Product-based service agreements
• Time-based service agreements
• Call-based service agreements
• E-mail/fax messaging
• Shipments
• Service billing
• Scheduling
• Notes & Feedback

SALES & MARKETING FEATURES

• Contact management
• Opportunity and Lead management
• Account management
• Campaign list management
• Out-of-the-box standard/ad hoc reporting
• Telemarketing/pre-qualification scripts
• Structured sales model
• Correspondence
• Literature fulfillment
• Team selling
• Competitive information
• Sales territory & boundary management
• Sales quota management
• Quotes
• Automated quote-to-order conversion
• Opportunities pipeline
• Revenue forecasts
• Milestone tracking
• Action plans with automated sales assistant
• Marketing campaigns and activities
• Multimedia encyclopedia
• Scheduling/calendaring
• Shared customer history information
• Product registration

COMPANION PRODUCTS, ADD-ONS & SERVICES

• Clientele Connector
• Clientele Conductor
• ClienteleNet
• Clientele Accounting Gateway
• Clientele PVCS Tracker Gateway
• ValueVision Module
• Implementation & Consulting
• Training
• Technical Support