Tools For CRM MIG –Advanced Dashboards & Filters –Advanced Prospecting –Key Performance Indicators (KPIs) –Ranking / Segmentation –Circle of Friends –Workflow Plans and much more…
Tools For CRM Outlook Connector –e-Mail Integration –Contacts –Calendar / Appointments –Plans / Tasks –Mobile Forwarding
Tools for CRM i-Access –View Dashboards and Bio Tabs –Add Communication Logs –Complete Account Surveys –June/2015 Information maintenance Extensive linking (incl. from reports) Bookmarks, Recent, gadgets
Tools for CRM Executive Plus – Advanced Users –Custom SQL Queries –DMO to Dashboards –Donor Analytics (DonorSearch) –Embed Web Browsers –Maps and Street View –Social Network (Twitter, Facebook)
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