8sens XRM technical datasheet
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.



- Task management
- Alert management
- Sales administration
- Lead management
- Customer management
- Mailshots
- Collaborative working

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 --------------------------------------------
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.