STARS Description

There are no limits on the number of accounts, contacts, locations, and notes you can manage. The upgraded unit tab now allows for the upkeep of customer installations. The cycle accounts feature facilitates the straightforward sorting of accounts based on criteria such as age, account code, territory, industry, or zip code. The system also includes table-driven categories for products, sales stages, causes of loss, and more. Opportunities can be updated either individually by account or in bulk. Campaigns are structured by both corporate guidelines and individual sales representatives. Each campaign can incorporate various activity steps that are triggered by specific dates or events, and all contacts and accounts can be part of multiple campaign lists. These lists can be utilized to refine the account view, enable mail merges, and create task checklists to streamline operations. Additionally, this comprehensive approach enhances collaboration and efficiency across the organization.

Integrations

No Integrations at this time

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Company Details

Company:
AdvanTec Information Systems
Year Founded:
1998
Headquarters:
United States
Website:
www.advantecis.com

Media

STARS Screenshot 1
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Business as Usual During Covid-19

3CX is a software-based, open standards IP PBX that offers complete Unified Communications, out of the box. Suitable for any business size or industry 3CX can accommodate your every need; from mobility and status to advanced contact center features and more, at a fraction of the cost. 3CX makes installation, management and maintenance of your PBX so easy that you can effortlessly manage it yourself, whether on an appliance or server at your premise on Windows, Linux or in the cloud.
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Product Details

Platforms
Windows
Types of Training
Training Docs
Customer Support
Business Hours
Online Support

STARS Features and Options

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

STARS User Reviews

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