Historically, companies were required to buy, build, and maintain their IT infrastructures despite exponential costs. SaaS gives companies an alternative. Now, they can plug in and subscribe to services built on shared infrastructure via the Internet. The SaaS model has flourished in recent years because of the many benefits it offers to businesses of all sizes and types.

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• Track all activities and interactions for each contact or company/account.
• Identify influencers, constituents, allies, and roadblocks for each company/account.
• Quickly identify cross-sell and up-sell opportunities.
• Track contract renewal dates and details.
• Define the parent-child relationships that depict complex organizations.

• Manage product detail, attributes, features, photos, brochures, white papers and all related documents.
• Create price lists, discounts, and unit groups to streamline offer management.
• Cross sale, up sale, product recommendation by managing various product relationships and lists.

Automate your lead system

• Capture and track all lead details in one system.
• Automatically associate e-mail messages with relevant leads/opportunities.
• Assign leads and tasks automatically.
• Simplify lead qualification, scoring, and conversion.
• Easily segment data to generate leads from your customer base.

Manage opportunities effectively

• Close deals faster by centrally tracking key data and attributes for each deal.
• Create and monitor customized offers and pricing for each opportunity.
• Better track and position against competitors.
• Track actual revenue dollars by creating/tracking orders and invoices.
• Establish consistent sales processes enterprise wide.
• Use leading sales methodologies like Miller Heiman, SPI, and TAS.

Set up territories and teams for optimal organizational efficiency.

• Improve productivity with personal, team, or organizational workflows.
• Automatically create or assign tasks and activities when rules are triggered.
• Automate simple or multilevel approvals.
• Automate scoring and distribution of leads.
• Set alerts for key events to take proactive measures.
• Define and enforce consistent sales processes enterprise wide.

• Easily track the sales pipeline for improved financial planning.
• Increase accuracy of revenue projections with individual or roll-up forecasting.
• Track revenue goals by dates, fiscal periods, or other predefined criteria.
• Identify key trends for deals won/lost and optimize the sales process.

• View key performance indicators in real time with intuitive dashboards.
• Use built-in sales reports to conduct detailed analyses without IT assistance.
• Use robust data cubes for insightful trending analysis.
• Employ predictive analytics to identify key selling scenarios.
• Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.

Work on mobile phone & web-enabled device

• Empower your sales force with real-time access to customer data from any Web-enabled device.
• Better prepare for customer meetings via real-time customer details.
• Rapidly respond to customer requests while on the road.
• Continuously work details by updating and receiving leads 24/7.
• Discover new up-sell/cross-sell opportunities right on the spot.

• Use natural language queries to instantly segment customers or prospects.
• Create highly targeted lists and associate them with campaigns.
• Set up personal or public data views for reuse.
• Easily share target lists with colleagues or vendors.
• Export lists into multiple formats for bulk e-mail or direct-mail communications.

• Plan and track activities, tasks, budgets, and details for each marketing activity.
• Tailor messages and offers to highly targeted lists.
• Save time and money with reusable campaign templates.
• Set up product catalogs, price lists, and discounts for optimal offers.
• Use predefined workflows to streamline approvals.

• Initiate and distribute campaigns and communications instantly.
• Use embedded Mail Merge capabilities to instantly send mass communications.
• Manually or automatically assign tasks or leads to individuals or groups.
• Create rules to trigger responses based on customer interest.

• Track and manage all event and customer details on one central platform.
• Holistically manage event planning and execution from beginning to end.
• Track details related to venues, rooms, event sessions, speakers, and sponsors.
• Track key metrics and measure the return on investment to optimize future events.

• Capture and store responses and leads in one place for easy tracking.
• Score responses using predefined algorithms.
• Instantly assign leads with full interaction history to the right sales person.
• Track responses across communications channels, linking them to campaigns and lead sources.
• Convert responses to leads and opportunities with a few mouse clicks.

• Track, manage, and optimize search-engine marketing efforts.
• Improve data quality by routing leads to a lead-staging area.
• Identify the revenue impact of each keyword.
• Research and purchase keywords, and then optimize bids for the highest placement.
• Create landing pages and data forms without any coding.

• Boost productivity with personal, team, or organizational workflows.
• Dynamically assign tasks to the right person using configurable rules.
• Accelerate approvals using predefined workflows.
• Automate actions with triggers based on events, time, or business logic.
• Set alerts and reminders of campaign milestones to inform appropriate people.

• Measure your marketing success with key performance indicators (KPIs).
• Track key campaign indicators with built-in reports.
• Identify trends and allocate resources with powerful predictive analytics.
• Use robust data cubes for trending analyses.
• Proactively create offers with 360-degree customer views.

• Access customer data from any Web-enabled device anywhere, anytime.
• Track budgets and push through approvals while on the road.
• Update or create campaigns on the fly.
• Update, qualify, or assign leads while on the road.
• Analyze responses, leads, and campaign ROI with rich offline reporting.

Manage your data effectively

• Effortlessly import data from other sources into CRM.
• Use predefined data-mapping rules or creates new ones on the fly.
• Confirm data import status with automatic e-mail notification.
• Intelligently cleanse your data to eliminate duplications and decrease your cost per engagement (CPE).

• Create, manage, and resolve cases by phone, e-mail, chat, Web, web 2.0 tools or in-person contact.
• Use rules-based routing and escalation to speed first call resolution (FCR).
• Plan and complete case activities manually or automatically and record them for future reference.
• Deliver appropriate service fast with an at-a-glance view of each customer’s history and service contracts.

• Set up a catalog of products and services to track sales, incidents, and contracts to identify issues with specific offerings.
• Gain insights to help sell more support contracts.
• Create a contract repository to streamline case management.
• Give agents a view of the current status and service eligibility for each customer.

Tap into proven expertise

• Resolve common issues fast and avoid duplicated efforts by using the built-in Knowledge Base as a solutions repository.
• Share staff expertise and easily publish, store, and access the Knowledge Base information.
• Distribute Knowledge Base articles about best practices and solutions through the Web or automated e-mail response.

Tap into proven expertise

• Define services with related resources and work schedules to increase precision.
• Save time with easy, visual scheduling.
• Get a centralized view of service workers’ calendars and resources to optimize scheduling.
• Save time and costs with increased visibility into how well current scheduling is fulfilling service goals.

• Create personal, workgroup, departmental, or federated workflows with a handy wizard that reduces reliance on IT.
• Automatically assign activities to specific agents and use rules-based escalation to redirect cases to the right agent.
• Provide consistent handling across geographic locations with support for multiple languages and currencies.

• Closely monitor customer service and support processes with dashboards and scorecards.
• Identify and address issues and refine key performance indicators (KPIs).
• Provide customer service representatives with embedded cross-sell offers tailored to the needs of specific customers.
• Use built-in reports or create custom reports with a Report Wizard.

• Deliver notifications and alerts through mobile devices to update customers on service schedules and appointments.
• Access and send CRM customer service data via any Web-enabled device.
• Enhance customer service with better communications between field service and office staff.

PrimeObjects platform provides real enterprise security control based on security roles. Each role groups the various privileges of different entities in different depths/scopes.

The depths/scopes of the privilege

	User: The user can do the selected operation on the record owned by himself/herself.
	Primary User Group: The user can do the selected operation on the record owned by the users in his/her primary user group.
	User Groups: The user can do the selected operation on the record owned by the users in all user groups in which the user is a member.
	User Groups & Sub-Groups: The user can do the selected operation on the record owned by the users in all user groups in which the user is a member and also records owned by users in the sub-groups.
	User Groups: The user can do the selected operation on the record of the whole organization.