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Inventory Management
Maintaining a low inventory management costs gives competitive advantage to an organization. People CRM offers inventory management solutions that breaks the traditional CRM function barriers and takes into to another level that helps organizations to finalize sales cycle management features with the assistance of integrated online inventory management solutions. |
| Products & Price Books | Sales Quotes | Purchase Orders| Sales Orders | Invoices | Vendors |
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CRM Analytics
People CRM analytics feature offers solutions such as customer segmentation groupings, profitability analysis, personalization, event monitoring, what-if scenarios and predictive modeling. CRM analytics empowers organizations to create fully customizable reports in all the modules with more flexible and enhanced options like cross-linking modules |
| Customizable Reports | Dynamic Dashboards | Reports Schedulers |
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Workflow Management
People CRM offers Workflow Management that is extremely scalable and totally customized workflow solution which encompasses each and every feature of business process management. Workflow management allows organizations to automate their sales, marketing, support processes and focuses to offer solutions as a robust enterprise platform for managing customers, business applications and sales and marketing systems thus giving them a competitive edge over others. |
| Assignment Rules | Escalation Rules | Alerts and Notifications | Triggers |
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Role-based Security
The first and the foremost concern for People CRM is the security of the data that is been added into the system. This is the reason why People CRM offers Roles for Organization Hierarchy Solutions to mark the limitations for user’s access to CRM data and modules such as leads, accounts, contacts, potentials etc. With the help of this People CRM solution, organizations can regulate user's access to information, fields and tools that are required to do their jobs. |
| Role hierarchy | Profiles for access control | Groups | Field-level Security | Data Sharing Rules |
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