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Sales Force Automation, CRM & Contact Management Features |
Service |
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Opportunity/Lead Management |
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Increased Pipeline Visibility:
View, analyze and update all of your company’s sales pipeline
information real time |
Yes |
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Workflow Automation:
With online sales force automation you can design your own workflow flowcharts and automate your
sales processes. |
Yes |
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Quote Generation:
Design a standard quote template. With the click of
a button, generate quote documents for your customers. |
Yes |
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Structured Sales Cycles:
Structured
Sales Cycles allow management to more effectively control the
sales process. |
Yes |
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Sales Cycle Steps: Create up to 200
sales cycle steps to manage your pipeline. |
Yes |
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Track Stalled Sales:
Automatically track
leads through the sale cycle and alert Staff when a lead is
stalling. |
Yes |
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Prospect Holding Pen:
Monitor contacts
and related interactions before an actual qualified opportunity
exists. |
Yes |
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Outlook Calendar Integration:
Manage
your daily schedule with full Microsoft Outlook Calendar
integration. Record meetings in Prospector and synchronize with
Outlook. |
Yes |
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Next Step and Task Scheduler:
Record a “Next Step” for each
lead and then manage your daily To Do list with the Task Messaging Center (Also integrated with Outlook). |
Yes |
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Reassign Leads: Assign and reassign
leads to sales staff quickly with Auric Prospectors easy to use
web interface. |
Yes |
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Prior Product / Lead ID:
Find prior
customers that have purchased the product in which your current
lead is interested. Save on design and production time. |
Yes |
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Recurring Revenue:
Ability to track and
value leads with recurring revenue. |
Yes |
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Messaging Center:
System messages and reminder
emails to inform the sales staff of tasks they need
to perform |
Yes |
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Opportunities/Leads:
Opportunities are
specific business opportunities with your prospective customers.
Have up to 10,000 active prospects at a time. |
Yes |
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Products:
Define up to 10,000 unique
products/services. Allow your Sales staff to offer
custom products to customers or limit them to those products you
have pre-defined. |
Yes |
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Marketing ROIs: Track the source of
your company’s sales through source codes. Focus your
company’s resources on those sources that generate the most
profitability, cash flow or other metric. |
Yes |
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Prospect Progress Tracking:
Keep a log
of interactions (Conversations and emails) for each lead.
Management can later review the records chronologically to
understand wins and losses as well as progress stalled Leads. |
Yes |
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Customer Service & Support |
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Increased Case Visibility:
View, analyze and update all of your company’s customer cases real
time |
Yes |
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Workflow
Automation: Automate
customer service processes by designing and implementing
workflows. |
Yes |
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Customer
Logins: Offer your
customers the chance to login, record and track their own
customer service issues. |
Yes |
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Structured Case Cycles:
Structured
Case Cycles allow management to more effectively control the
support process. |
Yes |
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Track Stalled Cases:
Automatically track
cases through the case cycle and alert Staff when a case is
stalling. |
Yes |
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Next Step and Task Scheduler:
Record a “Next Step” for each
case and then manage your team's daily To Do list with the
Task Messaging Center (Also integrated with Outlook). |
Yes |
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Reassign Cases: Assign and reassign
cases to Support staff quickly with Auric Prospector's easy-to-use
web interface. |
Yes |
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Automated Case
Emails: Design and
customize the automated email updates for case status. |
Yes |
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Case Reason: Track the Reason of
your company’s cases. Focus your
company’s resources on those cases that are designated a priority. |
Yes |
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Case Progress Tracking:
Online CRM lets you keep a log
of interactions (Conversations and emails) for each case.
Management can later review the records chronologically to
understand how a case was resolved. |
Yes |
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Contact Management |
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Seamless Contact Data Upload:
Upload
contact information from Microsoft Outlook, ACT! And other
applications to keep your data in synch. |
Yes |
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360˚Contact
view: Gain access to any
information relating to a customer's contact, sales or
customer service information |
Yes |
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Contact Company:
Contact Companies are
your current or potential customers. (Keep data on up to 20,000
contact companies). |
Yes |
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Contact Management:
Contacts are the key
people who work with or at the contact company. New contacts can
be entered through a web page, imported from excel and updated via
automated synchronization from Auric Prospector Offline. Easy
searching tools help locate firms and contacts quickly. |
Yes |
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Reporting and Analysis |
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Custom Reports:
Create custom reports
and save the structure for easy running the next time. |
Yes |
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One-Click-Reports:
Create up to 1000
customized analytic sales, forecast, and staff management reports.
Use the 20 standard reports to get started. |
Yes |
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Microsoft Excel, Power Point and Word
Integration: All reports were designed to allow for easy cut
and paste into excel for further analytical study or Power Point
and Word for presentations. |
Yes |
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Track stalled sales:
Automatically track
leads through the sale cycle and alert Staff when a lead is
stalling. |
Yes |
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Trend Reports: Evaluate pipeline trends
by running the trend reports and comparing results over any time
period. |
Yes |
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Loss Reason Codes: Track why
opportunities are Won or Lost to improve your WIN ratio. |
Yes |
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Open Date Ranges For Reports: Select
Production Date, Contract Date or Ship Date for each report and
maximize Auric Prospector’s information value. |
Yes |
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Recurring Revenue Forecast:
Include deals with recurring
revenue in your forecast to accurately reflect when revenue will
be recognized. |
Yes |
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Bottom Up Forecasting:
Use Auric
Prospectors One Click Forecasting to generate a bottom up
objective revenue forecast. |
Yes |
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Contribution Tracking:
Track your
variable contribution by product line, product, sales person,
sales location etc. |
Yes |
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Security |
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Security:
The latest online and database
security will ensure the safety and integrity of your data. |
Yes |
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Encryption:
Secure Socket Layer (SSL 128
bit) encryption safeguards all information passed between your
browser and the server. |
Yes |
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Access Security:
Define hierarchical
group and/or individual access authorization to control record
access. It is even possible to match your company’s organization
hierarchy. |
Yes |
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General |
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Purchase installation:
Available in a
purchase format as well as an ASP format. |
Yes |
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User Licenses:
Add or delete user
licenses by contacting a customer service manager. |
Yes |
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Offline Updates:
Update contacts and
leads offline and sync with the system when connected to the
internet. |
Yes |
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Stability:
The application
infrastructure is designed to guarantee 99.5% uptime. |
Yes |
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Scalability:
The application design will
enable unlimited scalability so the system can grow with your
company. |
Yes |
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All these combined functionalities and superior features make Auric Prospector far more reliable and efficient for CRM and SFA comparison with other software available in the market. |
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