Customer Tracking Software

What will the Novo Customer Tracking 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 Tracking Software Features
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• Web Based, Configurable, Industry Standards

  • Completely Web Based- only a Web Browser is needed to administer & use the customer tracking tool software 

  • 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
    

Customer Tracking Software System Requirements:

• Operating System: Windows 2000/2003 Server,

• Web Server: IIS 5+

• Database Support

  • Microsoft SQL Server 2000

  • Microsoft SQL Server 2005

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

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