Comprehensive and cross-functional information collected in one-single web portal.
RuleDesigner CRM for Sales
OVERVIEW
Establish, build and maintain relationships all along the customer life-cycle
RuleDesigner provides a collaborative web environment for data and workflows management within the Marketing and Sales area. The sales staff can manage new contacts and in general, the customer base using extended customer-related information records, classification and relation data, documents, contacts and tasks.
Lead generation with a full suite of integrated marketing tools; better management of customer relationships by tracking communications; organization of the daily work and monitoring of performance.
FEATURES
What makes RuleDesigner different
Salesforce management
Salesforce management provides tools to arrange work and check the results. There is the possibility to manage the customer-base through extended customer records, classification and relation data, documents, contacts and tasks.
Integrated CPQ & Sales configurator
The combined use of RuleDesigner CRM and Configurator allows to model sales configuration processes for the easy management of complex sales quotations.
Scalable for the enterprise collaboration
RuleDesigner activates a global and integrated management of workflows belonging to the BPM and CRM domain. You can extend the field of application gradually, without any further installation.
Support to worker mobility
The web-based architecture supports the tasks of those who work both inside and outside of the company. Configuration processes can be executed locally without a web connection and synchronized later on, with the Fusion platform.
SOLUTIONS
Only one web application, many application fields
A peculiarity of the platform is the possibility of using modularity by exploiting the “power of commonality” to respond to multiple business processes in a faster and cheaper way than implementing stand-alone objects.
MAIN CAPABILITIES
Learn more on RuleDesigner capabilities in this area
Lead Generation e Marketing
The marketing management area allows to create and organize marketing campaigns. The campaign record is a container with cross-functional information where it is possible to consult: contents, addressees, feedback, opportunities, tasks and statistics.
Diary and Planners
Task management tools are available for planning tasks with dynamic and configurable workflows and types. Personal agendas with daily, weekly and monthly views on tasks and global planner providing a view all of the team’s tasks. Using “myhome” gadgets, users can receive and look at the tasks in an organized way.
Sales cycle
Tools are available for generating sales offers with approval workflow and versioning management. The system track and automatically store all the offers generated in the correct company panel, with the possibility to export them in different formats including pdf and excel. Once the offers are approved, they become orders with their own progress workflow until their fulfilment. All the orders are notified to the appointed contacts, tracked and stored in the correct repository.
Customer-Base Management and Development
Tools for managing the contacts-base and importing new business contacts from external sources. Dynamic company records with the possibility of entering relationships and contacts with roles and departments of belonging.
Opportunities and Sales Forecast
Tools are available to organize and support sales opportunities with progress workflow and related activities. Each salesman can control its activities and track all the negotiation stages, with probability of success, competing products and companies and actions check-lists. Finally, forecasting tools display – according to the account’s visibility permissions and position held – the list of ongoing negotiations.
Contract and Document management
A document management system is already integrated and it supports the process of creating, updating and storing files in the correct corporate repository in a structured way. Thanks to such integration, it is possible to link documents of any kind to the company they refer to, tracking the history of the relationships with the customer and any shared documents.
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Submit your request to schedule a visit with our experts to understand better how RuleDesigner can meet your business needs.
REQUEST
REQUEST CUSTOM DEMO
If you want to understand how RuleDesigner meets your business and industry needs, ask for a custom demonstration.
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