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8sens XRM technical datasheet

XRM

8sens XRM

8sens XRM 8sens XRM eXtended Relationship Management:
A set of interactive, participatory tools to help you manage all of your business' relationships.
Available in the following versions: Intermediate and Advanced.

XRM
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  • Task management
  • Alert management
  • Sales administration
  • Lead management
  • Customer management
  • Mailshots
  • Collaborative working
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OVERVIEW ADVANCED FUNCTIONS FEATURES DEMONSTRATION

8sens XRM is currently available in the following versions: Intermediate and Advanced.
The common features of both versions are listed below.

Areas

• Lead management (surname, first name, telephone, e-mail, etc.)

• Customer management (in conjunction with business management)

• Product management (in conjunction with business management)

• Employee management (users, representatives, etc.)

• Account management

• Partner management

Sales documentation

• Quote management

• Purchase order management

• Document statistics (quotes, purchase orders, delivery notes, invoices)

Events and sales administration

• Event management (e-mails, notes, diary, telephone, SMS, etc.)

• Task and alert scheduling

• Document viewing (by customer/lead)

• Lead / customer / partner / product histories

• Diary management (synchronisation with iCal and Google Calendar)

• On-demand statistics

• Daily activity report generation

Marketing

• Advanced lead qualification (based on statistics)

• Mailshots

• SMS campaign

• Campaign management

• Targeted mailshot management

The additional features available in the Advanced version are listed below

• Competitor management

• Product management

• Competitor product management

• Competitor quote generation (automatic generation)

• Competitor quote statistics

• Sales offers

• Campaign management (sales, marketing)

• Single workstation

  • Local database with no network connection. (Single user)

• Network solution

  • Database hosted on a dedicated machine with "multi-user" connection (Local or Remote Network)

• Mac Os

  • Compatible the latest versions of Mac OSX (10.7, 10.8, 10.9)

• Windows

  • Compatible with the latest Windows operating systems (seven, 8, 10)

• Multi-OS network

  • A database installed on a Mac or PC server can be accessed from either a Mac or PC workstation.

• Minimum system requirements


  • Client workstation
  • MAC :
  • Intel with OS version 10.7 (minimum), 10.8 or 10.9
  • 2 GB of RAM
  • Windows :
  • XP, Vista, Seven, 8
  • 2GB of RAM (minimum)
  • --------------------------------------------
  • Single workstation
  • Mac: 7 GB of free disk space
  • Windows: 7 GB of free disk space
  • --------------------------------------------
  • Network
  • Dedicated or non-dedicated server (no other SQL server)
  • 100 GB of free disk space
  • Mac: Dedicated session
  • --------------------------------------------
In a multi-workstation configuration, 8sens enables multiple client workstations to connect to the same server simultaneously and work on the same data, at the same time.

Once our sales team has analysed your requirements and identified the appropriate solution, 8sens will send you a download link to an evaluation version of the software.

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