- 1:1, 1:many
relationship database structure
- ASP or
turnkey availability
- Audit
trail
- Business
rules for consistent process
- Client-side
scripting
- Comprehensive
analytics
- Contact
management
- Custom
order form
- Data merge
utility
- DB table
builder
- Document
library
- Document
management
- Easy administratiaon
- Easy access
via web
- E-mail
campaigns
- E-mail
notifications for each step of process
- Escalation
notification for delayed or missed actions
- Forecasting
- Forms
and field builder
- Front
and back office integration
- Fully
customizable
- Importing/exporting
- Integration
with MaCola, GreatPlains, Mass200, Mass500 and other SQL
accounting systems
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- Invoicing
- Knowledge
base
- Lead management
and tracking
- List management
- Minimal
IT support
- Multi-channel
campaign management and tracking
- Multi-level
security
- One view
across organization
- Open API
- Opportunity
management
- Order
history
- Outlook
integration
- Quote
management
- Real-time
inventory access
- Real-time
payment processing
- Real-time,
closed-loop campaign tracking
- Segmentation
and targeting
- Self-service
with real-time order status
- Server-side
scripting
- Sub-task
assignment
- Team-oriented,
process driven sales
- Territory
management
- Web-based
order processing
- Wireless
access
- Workflow
builder
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End
to end CRM
All modules are integrated with each other. The complete breadth
of CRM functions spanning sales, marketing, and customer support
can be integrated with order management, partner management and project
management for a complete end to end solution. |
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Choose
hosted or in-house solution
Customers have a choice of a hosted solution, which
has a monthly fee per user, or as an in-house application
where they pay for the software license and host it
on their servers. |
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Customization
Built to adapt to your business needs, the OpenBOX Business Suite
contains powerful customization tools for use not just upon deployment
but as your business needs evolve. Easily and effortlessly add
tables and fields, use drag and drop form designer to create and
modify forms, and much more. |
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Integration
The web-based three-tier architecture delineates the data layer from
the user interface and business logic. OpenBOX offers COM-based
interfaces to its object model to facilitate easy integration with
other applications. |
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Analytical
The OpenBOX Business Suite includes pre-configured reports and queries
in various formats including text-based and charts for measuring
ROI, budget tracking, forecasting and more. Create your own reports
and queries with the easy report builder and save them as sub-menus
for easy access any time. |
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Deployment
With its strong architecture and customization tools, the OpenBOX
Business Suite can be up and running in days. Customers work jointly
with OpenBOX Professional Services to reduce implementation costs. |
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Video
Training
OpenBOX Technologies offers training sessions for users, administrators
and developers. Video training is also available upon request. |
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Security
The OpenBOX Business Suite contains multi-level security settings at the
group, user, form, field, record and command levels. Users log in to access
the portal, which supports the SSL protocol. |
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Easy
access via web browser
The OpenBOX Business Suite is completely web-based and operates from your
browser. There is no code required at the client. No need to download plug-ins
or applets. Standard browser access using open technologies like HTTP and
XML provides all the functionality you need. |
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Workflow
Configure the workflow to match your business process. Each step in the
workflow stream can bring up a customized form. Access to the customized
forms and fields is based on the role-based security model that is set
up for users. |
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Site
Map 
