Customer Relationship Management

Intalio|CRM lets organization manage relationships with customers and partners. It is at feature parity with Salesforce.com, provides a slick user interface similar to Microsoft Dynamics CRM's, and supports deployment both on premises and on demand.

Native Database Storage

Most on-demand CRM applications offer multi-tenancy through a legacy technology called database virtualization. Such an architecture limits the application's scalability and prevents users from accessing data objects directly. Intalio|CRM relies on newer technologies for multi-tenancy (Learn More) and stores data objects natively into any SQL database. As a result, complex objects models can be created by developers (with both 1-N and N-N relationships), and data objects can be accessed directly with any reporting tool or business intelligence application.

Universal Search

Since most corporate activities usually involve customers or partners, CRM applications are used to store vast amount of information, in the form of database records, documents, or emails. Unfortunately, most commercial products rely on multiple storage mechanisms for various types of information, requiring users to input search queries from multiple interfaces. Intalio|CRM solves this problem by leveraging a universal search infrastructure capable of processing a single search query against all database objects, documents (with full text search), and emails, but also blogs, chat sessions, message boards, and wiki.

Powered by Intalio|PaaS

Intalio|CRM is powered by Intalio|PaaS (Platform as a Service), and as such benefits from all it's deployment options, both on premises (VMware, Hyper-V, Xen, VirtualBox) and on demand (Amazon EC2, Windows Azure). Also, Intalio|CRM leverages other SaaS applications powered by Intalio|PaaS in order to support the most advanced use cases:

  • Business processes associated to data objects can be managed by Intalio|BPM.
  • Documents attached to data objects can be stored into Intalio|DMS.
  • Collaboration spaces related to data objects can be created using Intalio|Social Portal.
  • Dashboards can be developed using the spreadsheet component of Intalio|Web Office.