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Lead Generation Pick
Title - Epiphany Lead Advisor
Author - Epiphany Inc

Short Description

Through integrated lead qualification, distribution, and management, Epiphany Lead Advisor ensures that lead capture and management can be made intelligent via business rules, lead scoring, alerts, and automatic lead reassignment.
Lead Advisor Download


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- Relavis eSales Express
Relavis eSales Express Description
Relavis eSales Express

Relavis eSales is an ideal way for salespeople in an organization to share data, track information and strategically manage their accounts. But what about non-salespeople who need access to that information as well? Enter Relavis eSales Express.

Relavis eSales Express is a lite version of our eSales solution in performance and price. eSales Express is perfect for service and support staff members who indirectly contribute to an organization’s sales successes, but don’t need Opportunity and Lead Management functionality. With Express, an organization can increase customer awareness, reduce operational costs and share account activities almost instantaneously. Turn around time is quick, and as a result, customer loyalty is heightened.

Not ready for the whole solution? eSales Express is a great entry-point into CRM for companies that do not need the full functionality of the Relavis eSales Solution. And when the time comes, eSales Express seamlessly integrates with Relavis eSales, eMarketing and eService to provide a comprehensive CRM solution your organization can trust.

Key Features and Benefits:

Contact Management

• Sort and categorize customer information for analysis, mass correspondence, and more
• Graphically illustrate an organizations hierarchy
• Identify key decision makers
• Define and share your customers priorities, needs, and expectations with the entire team
• Strategically manage customers and partners based on the value of the relationship
• Share and leverage customer experiences throughout the organization
• Summarize a customers history
• Respond to customers more efficiently and therefore quickly
• Track your customers personal and professional preferences to offer a personalized experience
• Keep all members of the sales team informed and focused on the goal

Activity Management

• Streamline all communication (phone, e-mail, and fax) to organize, reference, and analyze
• Review calendar entries by individual or group
• Automate the process of scheduling events, meetings, and tasks

Knowledge Management

• Establish a searchable corporate knowledge warehouse accessible from anywhere
• Give your employees access to experts you assign to address new questions and issues
• Allow your users to retrieve previously posed questions in a FAQ knowledge base
• Facilitate informal yet important discussions among users
• Automate the process of posting news, job openings and other timely material to your web site

Project Management

• Formalize and manage projects globally as well as locally by sharing project plans
• Notify interested users of changes and events that impact current projects
• Maintain accurate records by utilizing tools to keep information current
• Coordinate everyones collaborative efforts by consistently standardizing corporate knowledge

Integrate with Technology You Already Have

• Utilize Lotus Instant Messaging (Sametime) and Lotus Team Workplace (QuickPlace)
• Benefit from Lotus Discovery Server and Domino Extended Search software
• Keep the valuable use of your Lotus Notes Calendaring and Scheduling features
• Analyze system data in Microsoft Excel or Crystal Reports with one click of a button
• Synchronize system data with personal digital assistants
• Integrate with other data repositories in your organization

Take Care of Your Employees

• Allow users convenient system access that fits with their job responsibilities,(e.g., browser access for field employees)
• Configure features for all users or for individual users, as suit your organizations needs
• Offer users Just-In-Time assistance with context-sensitive help
• Ensure that all users receive the appropriate data regardless of geographic location or language
• Support local currencies and formats for addresses, dates, etc.
• Secure all data for all users, regardless of whether it is accessed via a Notes client or browser
- Relavis eSales Express Download
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