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Link data sets easily to
your web site for complete Internet integration with built-in
ASP scripts |
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Select data fields to
view |
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Segment data by province,
city, postal code, age, sex, campaign, brand, customer
or prospect, account manager, psychographics, or by custom
fields |
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Set-up custom fields for
the segmentation you need |
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View selected data fields
and re-arrange data by field selection |
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Add, edit or delete records |
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Add notes to a record and
create action items and e-mail notices |
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Manage the sales process
with vertical market, prospect stage and action items
fields |
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One-click MAP IT button
for MAPQUEST integration |
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Export segmented data to
comma delimited text file for importing into Excel, Access,
etc. |
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Create mailing labels
to default Avery label templates or create customized
mailing label templates |
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Export mailing labels in
PDF format |
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Mailing label templates
are output to Canada Post
specifications |
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E-mail personalized e-mails
to selected Views |
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Manage e-mail campaigns
with Administrator approval |
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E-mail campaigns create
a note to selected Records |
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Manage work group schedules
in month view |
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Link meetings and tasks
to user records |
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Book meeting spaces, presentation
equipment and corporate resources |
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Send e-mail notices and
reminders for schedule events |
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following can be included as add-on features to Intenuity’s
eCRM: |
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View dynamic Sales and Marketing reports
in real-time |
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View built-in Marketing
measurement reports including E-mail Campaign Analysis,
Direct Mail Campaign Analysis, Brand Campaign Analysis,
and Marketing Acquisition Cost |
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View built-in Sales management
reports including Sales Pipeline Activity, New Business
Acquisition Analysis, and Sales Acquisition Cost or build
customized Sales reports or build customized Marketing
reports |
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E-mail default or customized
reports to marketing and sales managers |
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Customized Reports |
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Add, edit or delete users
and administrators and set user permissions |
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Add or edit custom fields
and set Views defaults |
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Rename field names and
customize drop down menus |
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NT 4.0/Windows2000/IIS
server 4.0+ support |
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MS SQL 7.0+ |
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Microsoft Internet Explorer
5.x+ |
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Server Install or ASP (Application
Service Provider) |
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