คุณสมบัติCRM

(General Specification)
Graphics
2
Flow

(Back up) (Restore)
(Security)
Search Engine
,
, 7 ,

Alert Management Big Deal Alert, Activity, Approve , Assign
Activity, Convert Lead
Sub Menu Activity,
,
Dashboard
KPI
, ,

Website: http://www.prosoftcrm.in.th
Tel: 0-2732-1426-8 Fax: 0-2732-1894 Email: contact@prosoftcrm.in.th
()

>> Share
Prosoft CRM
Share

Read only, Edit, Delete
>> Import/Export
List Export
Excel, Text, HTML XML Export
>> Find

>> Merge Duplicate

Lead
>> Create Quick More Action Create Quick
>> History
Lead, Contact,
Account More Action

>> Assign

Assign E-mail

()
Prosoft CRM

>> Lead Source

Internet, Campaign, Tele Marketing,
>> Rating
>> Anniversary, Established Data

>> Territory

>> Business Type / Industry Type
>> SWOT
, ,

>> Buying Time Frame

()

>> E-mail
>> Calendar ( Import Template
)

>> Facility & Resource

Prosoft CRM

Activity

()
>> Assign >> Alert

Prosoft CRM

E-mail
>> Integrate Outlook >> Copy

Prosoft CRM Export
Outlook ,
Prosoft CRM Export Function Copy
Outlook

(Opportunity) (Close Won) (Close Lost)
Opportunity Management
>> Sale Process

Opportunity Management
>> Assign

Assign
Assign
E-mail

>> Update Stage Automation

>> Opportunity Case (Opportunity Stage)
Stage

Opportunity Stage
>> Close Opportunity

>> Reopen Opportunity
Opportunity
Opportunity Closed Lost

More Action
Stage History 100%
Opportunity
Stage History 0
Opportunity

>> History

>> Big Deal Alert
Prosoft CRM

Quotation, Order ,Invoice and Credit Note
>> Approve

>> Revise

>> Document Status Quotation

>> Make Opportunity

>> Make Order
>> Multicurrency

>> Competitors
SWOT,
>> Ship to Address

Same Bill

>> Quotations History

>> Assign

Quotation, Order ,Invoice and Credit Note
>> More Address
1
>> Change Address
>> Send Form

Invoice
>> Post Credit Note

Outlook

>> Post Ship and Invoice
Invoice
>> Reference Order

>> Sharing More Action
Invoice

>> History

Prosoft CRM

Opportunity
>> Probability

>> Won/Lost Analysis
>> Forecast Sale
Close Won Close Lost

-

Opportunity

>> Pending Deals / Deal Overdue >> Partner Analysis
Opportunity

Partner
SWOT

>> Competitor Analysis
SWOT,

,
Quotation, Order and Invoice
>> Invoice

>> Quotation Do Not Order

>> Quotations

>> Orders


(ROI)
Price List & Standard Price
>>
(Price List)

>>

>>
>>

Price List

Contact Account
Marketing List
>> Marketing Source >> Add Member to another Marketing List
Marketing List
, ,

>> Cost >> Assign

(Marketing Lists)

Campaign
>> Expected Revenue
>> Expected ROI
>> Campaign Activity

> > Send E-mail to Target Marketing
More Action
Mailing List

Wait, In process
>> Copy Campaign

>> Campaign Response

>> Close Campaign

2 Complete Cancel

>>

>> Campaign Response

>> Campaigns Revenue
>> ROI

>> Campaign Cost

>> Acquisition Cost

1
>> Marketing List

Marketing List
>>


Contract Management
>> Contract

,

>> Define Contract Template

>> Revise

>> Set Expire
>> Renew

More

Action Contract
Contract Status Expire Approve
>> Remind >> Generate Service Schedule

Generate

Contract Management
>> Invoice of Maintenance
More Action
>> Maintenance fee
>> Authority

>> Contract History

>> Service Schedule

>> Invoices of Maintenance fee

Knowledge Base Management
>> Customer Service >> Solution

>> Case

Case

>> Search
Case Solution
Solution Case

Customer Service
>> Contract
Customer
Service
>> FAQ
-

-

>> FAQ History
>> Open Case

, ,
Case
Customer Service

>> Approve Customer Service
- Customer Service >> Item & Service

>> Close Customer Service >> Search from Knowledge Base

Done

>> Assign
>> Add to Knowledge Base
-

Case Management
>> Reopen Case >> Quick Case
Case Case
Case Case
Case

>> Solution
Knowledge Base

>> Solution Process

>> Close Case

Case

Case (Complete)
(Cancel) >> Add to Knowledge Base
>> Activity Case

Solution
>> Solution History
>> Rating Solution
Solution
>> Reference Case
Case Solution

Solution


Contract Management
>> Contract Expired

>> Contract Expired VS Renew

>> Extend Contract

>> Overdue Contract

>> Customer Contract Non Moving Service

>> New Contract
>> Expired Contract Calendar
Prosoft CRM

Service Management

Knowledge Base Management

>> Solution of Case Report

Case

>> Top Rating Solution

>> Case Status

Case
>> Reason of Incorrect Answer
Case Case

>> Compare Revenue with Expenses

>> Customer Service Status

Customer Service

>> Case Close

Case
Customer Service

>> Compare Customer Service
Case
Customer
>> Case Overdue
Service
Case

>> Employee Performance

>> Case by Case Source
>> Customer Service Close
Case

, ,


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Available Formats

(General Specification)

>> Lead Source

>> Anniversary, Established Data

>> Assign >> Alert

>> Integrate Outlook >> Copy

>> Sale Process

>> Close Opportunity

>> Big Deal Alert

>> Document Status Quotation

>> Change Address

>> Send Form

>> Post Credit Note

Quotation, Order and Invoice

>> Quotation Do Not Order

>> Cost >> Assign

>> Expected Revenue

>> Expected ROI

>> Campaign Activity

>> Close Campaign

>> Campaign Cost

>> Marketing List

>> Invoice of Maintenance

>> Maintenance fee

>> Invoices of Maintenance fee

>> Customer Service >> Solution

>> Close Customer Service >> Search from Knowledge Base

Knowledge Base Management

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