Account and Contact Management

Landing accounts is hard work. Keeping them is even harder, especially when you’re juggling multiple accounts, customer personnel changes, and relentless competition. Take charge of your accounts and nurture them into repeat sales with the comprehensive account management features of Intalio|SFA. Every sale begins with a contact, and every contact could be the start of something big for your company. Intalio|SFA helps you turn more of your accounts and contacts into sales — and more of your sales into big sales — with sophisticated management features like these:

Account Management

Advanced Account Manager
Instant, 24/7, 360-degree views of your accounts help you identify and capitalize on every opportunity.

Advanced Contact Manager
Provide sales people with complete visibility of your contacts.

Record Sharing
Create personal address books, or build address books that can be shared with groups or globally across the company.

Flexible Reporting
Real-time, customizable reports provide a complete history of each account and let you accurately forecast revenue.

Duplicate Management
Dynamic duplication detection and merge/purge functionality to maximize database accuracy.

Mass E-mail
Distribute bulk emails to account lists, without having to create ad hoc marketing campaigns.

vCard Import/Export
Instantly add new accounts and contacts through vCard import. Quickly export accounts and contacts to vCard.

Follow-ups
Fast, easy scheduling of follow-ups such as phone calls, meetings, or emails. Automated reminders.

History and Upcoming Activities
Track previous activity histories, or monitor pending activities.

List Management
Quickly add one or multiple accounts and contacts to marketing lists.

Intalio|SFA leverages your data by providing tools to analyze opportunities, the competition, and the sales pipeline.

Opportunity Management

Opportunity is polite — it knocks just once. If you don’t answer right away, it moves on to the next door. With built-in opportunity maximization features like these, Intalio|SFA keeps all your doors wide open so you’ll never miss another break:

• Complete activity history tracking for each contact, account, lead, or record associated with an opportunity.
• Ability to review opportunities by territory, product, individual sales reps, or any other criteria you might select.
• Cradle-to-grave opportunity status tracking.

Forecasting

Getting where you want to be takes a map, preferably one marked with likely detours, high-traffic areas, and popular attractions. Intalio|SFA gets you to your destination — and all the best stops on the way. Get insight into future supply and demand, anticipate revenue changes, and keep your organization on the right road with Intalio|SFA's forecasting features:

• Assigning important attributes to each opportunity, such as products likely to be purchased, or anticipated deal value.
• Estimating the likelihood or probability of each deal closing.
• Setting expected opportunity close dates.
• Tracking deals in progress by rep, territory, or product.
• Comparing forecast deals to sales quotas and analyzing performance of reps, teams, and territories.

Quote Management

Fast and accurate sales quotes quickly become profitable invoices with Intalio|SFA. Easily create sales quotes, turn quotes into invoices, and free up your time to create more quotes thanks to the following features:

• Rapid, real-time generation of standard or customized sales quotes. Add quote items in-line or from the product catalog.
• Instantly email quotes to prospects, or print and mail them directly.
• End-to-end automation of approvals and other quote-related workflows.
• Dynamic conversion of approved quotes into sales orders and invoices.
• Real-time tracking of all quotes and their statuses.
• Dynamic calculation of taxes, sales commissions, shipping and handling fees, and other variable costs.
• Support for multiple currencies.

Billing, Invoicing, and Payment

With Intalio|SFA’s tightly integrated billing, what used to be a time-consuming, error-prone process becomes quick, easy, and accurate. From tax rate wrangling to shipping optimization to payment term management, Intalio|SFA has the billing features your organization needs to conduct its business: Rapid, real-time generation of standard or customized invoices. Email invoices to clients, or print them for direct mailing. Link bills directly to customer records in the database. Define accepted payment methods and payment plan options. Adjust invoices to reflect variable shipping providers and methods. Select from multiple tax rate options. Report on receivables outstanding, late payments, total income. Monitor client payment histories. Calculate taxes, commissions, shipping and handling fees, etc. Support for multiple currencies.

Billing

Intalio|SFA includes a fully-integrated Module Builder that gives organizations the ability to develop custom business software solutions, changing their CRM system to support virtually any business requirements. Users can quickly and easily alter existing modules by adding or modifying features, adjusting the user interface, and more. Or, they can create brand new modules from scratch. So any sales, marketing, or support process across the enterprise can be automated and enhanced, no matter how unique or complex. Additionally, SOAP or RESTful Web services can be leveraged to access the information stored within the Intalio|SFA database, to integrate with third-party systems, or to create powerful composite applications to support specific needs.

Module Builder

No one knows your business better than you do, so why not extend the already impressive off-the-shelf functionality of Intalio|SFA to create a solution uniquely suited to your business? Build your own modules, automate business processes across your enterprise, and customize nearly every part of Intalio|SFA with drag-and-drop, point-and-click ease — and without the high costs and delays that usually come along with custom-built software. Turn Intalio|SFA from the CRM tool of choice for organizations of all kinds into a one-of-a-kind CRM solution tailored specifically to your organization with features like these:

Module Builder for SFA Customization

Customize Existing Modules
Advanced business modeling and customization capabilities allow users to tailor modules and functionality based on user preferences, or configure processes based on unique business requirements, without the need for costly customizations. Rearrange individual page elements, alter tables, customize forms, change field names, or modify the overall look and feel of any module, using intuitive wizards and graphical development tools.

Create New Modules
A code-less graphical environment enables fast, point-and click creation of new modules. A complete customization toolkit also simplifies system modifications for non-technical end users. Define fields, forms, buttons, views, and relationships quickly and easily, without having to learn any proprietary programming language.

Field Editor
Define string, boolean, integer, float, e-mail address, money, option list, relationship, date, date and time, text, and rich text fields. Specify which fields are optional, required and recommended. Configure data validation rules.

Form Editor
Create and manage forms, arrange input fields using columns and tabs.

Advanced Menu Editor
Make easy modifications to individual menus or the application's overall menu structure.

View Editor

Create multiple views for each module using grid or calendar arrangements. Define list, item selection, and related views.

Relationship Editor
Create One-to-Many and Many-to-Many relationships between modules and fields. Define referential, recursive, and parental relationship types. Intalio|SFA is powered by a real relational database in the back-end, therefore there is no limit to the complexity of the modules you can create.

Web Services

Though Intalio|SFA is infinitely extensible and deeply customizable, every organization has at least one application it just can’t bear to give up. So don’t — make the information stored by Intalio|SFA available to legacy software and other applications using SOAP and RESTful Web services with data-liberating features like these:

Integration
Integrate other applications with your CRM data via Web services through service-oriented architecture (SOA) technology. Access the information stored in Intalio|SFA using SOAP or RESTful web services.

WSDL Interfaces
Automatically generate Web Service Definition Language (WSDL) files.

Security
Support for secure Web Services using the WS-Security specification.