Customer Relationship Management Software

If you are either: 1) outgrowing your current PC based customer relationship management software, or 2) need an integrated web based CRM and Customer Support Software solution, then the Novo CRM Customer Relationship Management Product may be a good fit for your business/organization.  We offer a flexible, cost effective customer relationship management solutions for tracking your customers (from a lead status to post sales customer support).    Customer Relationship Management Software Features

What will the Novo Customer Relationship Management Software do for you?

• Centralize Data for Dispersed Sales Representatives: sales representatives in the field or in different office locations can easily access their prospect/customer information through the Internet or your VPN.

• Automate Sales Tasks: automate various tasks such as importing leads, canned emails, etc. 

• Empower Sales Representatives with Historical Customer Service Information: sales representatives can quickly access historical or outstanding customer service issues before calling on a current customer (requires the integrated Novo Customer Support Software)

• Empower Sales Representatives with relevant Market knowledge: sales representatives can quickly search/view market/competition related information that has been gathered by other company representatives (requires the integrated Novo Knowledge Base Software)  

Customer Relationship Management Software Features
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• Web Based, Configurable, Industry Standards

  • Completely Web Based CRM- only a Web Browser is needed to administer & use the system 

  • Easily Accessible on your Corporate Intranet or Web Site

  • Industry Standard Architecture (MS SQL Server, ASP/ASP.Net)

  • In-House & Hosted (ASP) Editions available

  • No Additional Hardware Required (can typically be installed on existing servers)

  • Utilizes Existing IT skills with minimal need for re-training
    

• Account/Contact Management

  • Fast and Easy management of Accounts & Contacts 

  • Quick search/query

  • 2 tiered Account/Contact structure allows multiple contacts per account OR the ability to just use one level (i.e. just contacts)

  • Ability to segment accounts by department/group
    
    

• Calendaring (individual, group, global - access levels)

  • Easily schedule activities

  • Multiple activity types (emails, calls, meetings, product demos, etc.)

  • Month, Week and Daily calendar views
    
    

• Sales Opportunities

  • Ability to manage and track sales opportunities
    
    

• Email Capabilities and Integration

  • Auto add email subject and message to contact Notes/History

  • HTML/Plain Text email

  • Built in outgoing Web Email
    
    

• Canned Email Response

  • Ability to setup Canned Email Responses - allows you to quickly respond to or send canned emails that can be changed on the fly
    
    

• Email Broadcast

  • Ability to email (a newsletter) based on a filtered record set (i.e. to all Accounts with Account Type=Customer)
    
    

• Proposal Builder

  • Allows you to quickly prepare and email a proposal as an HTML attachment
    
    

• Web Traffic Log Integration

  • Import web logs (standard Apache and IIS) - ability to import web logs 

  • View traffic patterns of new incoming leads and see what they searched for to come to your site (for search engine generated traffic)
    
    

• User Defined Fields

  • Ability to add user defined drop down and text fields for accounts and contacts
    
    

• Auto Lead Import

  • Ability to auto import web site leads from a web form.
    
    

• Application Integration 

  • With the Novo Knowledge Base Software and Novo Help Desk Software for complete CRM (lead to support) (requires optional modules) 
    

• Flexible User Roles (Enterprise Edition) 

  • User Roles Management - allows customizable user roles so you can define what your users can and cannot do

  • Multi-Department Account Management - allows Accounts/Contacts to be managed at the department level.  Each department can create and manage their own Accounts/Contacts.
    
    

• Multi-lingual & Time Zones

  • Users can access the system in their own language (requires purchase of additional language packs) 

  • Ability for users to associate their user profile to their specific time zone (which will display times as local to the user)
    
    

• Reporting  

  • Flexible Reporting

  • MS SQL Server & Oracle Views
    
    

• Active Directory /LDAP Integration (Enterprise Edition - Optional Module)

  • Maps Active Directory Groups to Departments and Roles - providing single sign on and easier user administration

  • Search/Import Contacts from Active Directory - provides the ability to query Active Directory for auto importing internal contacts - for internal contact/task  management.

  • Built in User Authentication - complete built in User Management if Active Directory is not used.
    
    

• Automatic Email to Ticket Processing (Enterprise Edition - Optional Module)  

  • Monitors an email account and automatically adds/updates a ticket from the email message.
    
    

• Web Services (API) (Enterprise Edition - Optional Module) 

  •  Integrate Novo software with 3rd party software applications – allows our software to be integrated with your existing software
    

CRM Customer Relationship Management Product System Requirements:

• Operating System: Windows 2000/2003 Server,

• Web Server: IIS 5+

• Database Compatibility Options: 

  • Microsoft SQL Server 2005/2008

  • Microsoft SQL Server 2005/2008 Express Edition (with Advanced Services)

• Web Browser: Cross-Platform Browser (for Read Access), Internet Explorer 5.5+ (for WYSIWYG HTML Editing only)