Database Software Features
The main features of the customer database management can be best described within the 6 main business modules. ALL modules custom CRM solutions are completely integrated into 1 single SQL Database and a single front end application to provide numerous powerful, new and innovative features.
| Contact Management - Manage Companies and Customers |
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Auto Record Creation - New leads automatically create new customer record. |
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Simple GUI - Easily add, edit and update contacts and companies via multiple views. |
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Custom Templates - Create personalised Faxes, Email's, SMS's, Letters & Quotes (FESLQ) |
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Appointments / Calender - Company wide calendar and appointments |
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Contact Notes - Enter detailed contact or company notes with auto tracking |
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Activity & History - Auto log of all activities, messaging and documentation |
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Intelligent Search - Company wide searching of Documents, Messages and Activities |
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3G Messaging - View, Edit, Create, Send & Receive (FESLQ) within customer file |
| * FESQL = Fax, Email, SMS, Quotes and Letters |
| Business Automation - "Never ask a human to do what a computer can" |
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Automate Sales Tasks - Use system, workflow or custom events to auto generate tasks |
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Event Manger - Create custom events to automate sales tasks, actions or workflow |
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Messaging Merge - Auto create, store and send personalised FESLQ. |
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Share & Use Templates - Team specific Sharing and generation of custom FESLQ templates |
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Messaging Editors - Create personalised templates for Fax, Email & SMS with DB fields |
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3GDoc Editor - Create template letters, faxes & quotes with Dynamic DB fields |
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Auto Record Creation - Contacts and companies are auto created by messaging engine. |
| * FESQL = Fax, Email, SMS, Quotes and Letters |
| 3G Unified Messaging - Database Integrated Unified Messaging |
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X-Box - Centralise and manage un-allocated FES and voice mail messages |
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Active Message Control - Control actions and work items (never forget another action) |
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Single Platform - View, Edit, Create, Send & Receive FES messages with the 3G Messaging Clients |
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Auto Attach - All FES messages received and sent are auto attached to the customer file. |
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Messaging Templates - Design templates for Fax, Email, SMS, Letters & Quotes |
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Company Search - Search actions, tasks, sent and received FESQL to and from company |
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360° Messaging - Access all sent and received FESQL from anyone to anyone |
| * FESQL = Fax, Email, SMS, Quotes and Letters |
| Workflow Management - Customise 3GB to suit your sales process |
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Actions - Ensure highest level of customer service (customers ALLWAYS have an action) |
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Status - Easily create an follow consistent department specific sales process |
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Case Requirements - Create organisational libraries and automate with Event Manager |
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Action Triggers - Use the Event Manager to auto generate FESQL |
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Automatically Assign Tasks - Utilise the status tools to auto generate specific actions |
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Workflow Automation - Setup workflow items to auto trigger through each sales stage |
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Send Custom Templates - Send FES and auto 30 day follow-up action and Event. |
| * FESQL = Fax, Email, SMS, Quotes and Letters |
| e-Docs - Auto Documentation Generation, Management & Storage |
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FES Templates - Click on a FES template and auto generate, store and send |
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Template Editors - Design templates for FESLQ with Dynamic Data Base Fields |
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FES Clients – Utilise FES Clients with inbuilt templates to create & send personalised FES |
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3GDoc Editor - Create template letters, faxes & quotes with Dynamic DB fields |
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Doc Attach - Scan or auto attach electronic documents to customer file |
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Auto Attach - Messaging Engine auto attach of all sent and received FESQL |
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Reference Docs - Access all relevant company/product documents with customer file |
| * FESQL = Fax, Email, SMS, Quotes and Letters |
| Product Manager - Imbedded Product Manager |
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Intelligent Search - Keyword and Character searching (Product No, Name, Desc., Dept & Cat)
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Categories - Flexible functionality easy to use, import and interface to other systems |
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Departments - Flexible functionality easy to use, import and interface to other systems |
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Innovative Pricing - Product specific multiple price points for accurate partner level discounts |
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Quick Quote - Simple & Fast Invoice, Quote Configuration and Gen tools |
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Import/Export - Flexible import and export tools for rapid importing and exporting. |
| * FESQL = Fax, Email, SMS, Quotes and Letters |
| 3G Job System - Manage Jobs, Services, Matters or Policies |
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Job Details - Add detailed information; job type, job name, job ref no., site details, job contacts and addresses, introducer, quote no’s, start dates, end dates, invoice numbers invoice amounts, Job Owner plus much more. |
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Job Notes & Comments - Enables you track and share comments on each job |
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Job Workflow - Provides configurable Status and Actions specific to a Job Type, which enables you to configure multiple workflow processes specific to a job type. |
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Job e-Docs - Auto manage all documents created, auto-generated, attached, sent and received down to the specific job. Combined with the system templates the Job e-Docs provides a number of powerful sales automation capabilities. |
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Time & Material - Manage time & materials within each specific job. |
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Accounts – Generate sales invoices and sales receipts directly within the job, view all due and overdue and then export directly into your accounting package. (minimising duplication of effort)
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5 configurable user tabs - enabling you to design the fields of data you require. |
3GVision was with us from the word go. They set-up the system, helped us import our customers and developed customised features all in record time. Their support and development teams in England and Australia never ceases to amaze me, we request a feature during the day and whilst we are in bed they install it ready for us to use the next morning. They have enabled us to automate our business in ways I never imagined. 1 system for all our customer data, emails, faxes, sms, documents.... We love it!
