GENERAL

Web hosting in a state-of-the-art facility with redundant power and internet connectivity
Multiple browser sessions per user
Hyper-relational™ engine enables real-world contextualization of data
In-sight, in-mind user interface allows easy access to linked data
Create Linked™ feature allows contextualizing every new record with a single click
Easy data filtering and sorting
Simple desktop and view designer
Dynamic view linking
Savable "desktops" of views
Work Area History allows multiple forms to be open
Selective read, edit and delete data access
Feature permissions
E-mail support via MS Outlook, Lotus Notes, Novell Groupwise
MS Word support
MS Excel support
Multi-location, territory, division tracking of opportunities and quotes
Peer group/team tracking
Inside/outside sales support
Arbitrary grouping of data for campaigns, mailers, target groups, etc .
Context-sensitive database help
Spell checking

CONTACT MANAGEMENT

Separate tracking of Contacts and Companies (accounts, prospects, principals, suppliers, service providers, reps, competitors)
Contact profiling and hierarchy (supervisors/subordinates)
Influence, buying role, buying style tracking
Referrals tracking for Contacts and Companies
Product interest tracking based on past activity
Duplicate checking
Multiple companies can be connected to a contact for tracking consultants, engineers
Create an e-mail directly in MS Outlook or create a linked e-mail activity
Web address tracking
Google Maps integration
Timed contact review alerts based on user-adjustable time intervals and past activity
Industry and SIC code tracking
Company profiling
Company team tracking
Company hierarchy (parent/subsidiary companies)
Vendor tracking (principals, suppliers, service providers, payees, competitors)

ACTIVITY MANAGEMENT

Easy activity tracking (calls, tasks, meetings, demos, received and sent correspondence, etc.)
Activity purpose tracking (inquiry, follow-up, complaint, expediting, service, knowledgebase, etc.)
Activity tracking by product and vendor for easy reporting
Product specification prompts
Multiple contact, company, and user (employee) connections
Status tracking (open/closed) for easy access to open activities
A product complaint alerts the appropriate product coordinator daily
External file linking
Activity history tracking
Every activity can be used for customer billing
Appointment calendaring
Appointment alerts and alarms, local and workgroup
Appointment conflict notification
Appointment past due auto-rescheduling
Vendor visit scheduling
Vacation and sick leave tracking
To-Do tracking with start and due date, priority and urgency
Multiple contact and company connections in To-Dos
To-Do�s can be assigned to multiple users
To-Do alerts and alarms, local and workgroup

PROJECT AND OPPORTUNITY MANAGEMENT

Project tracking (multiple products)
Product �wish list� vs. identified opportunities comparison
Project stage and timing tracking
Project profiling with customizable prompts, strategy and action plan
Influence tracking
Opportunity tracking on product level
Sales cycle prompts, automated probability % and index value calculation based on sales cycle steps performed
Reason won/lost tracking on project and opportunity level
Product specification prompts available in each opportunity from product boilerplates
Sponsor tracking on opportunity (product) level
Multiple contact, company, and employee connections available on project and opportunity level
Competition tracking on project and opportunity levels
User-adjustable review intervals on project and opportunity level
Review prompting

MESSAGING

Internal messaging allows sending "in-context" links to all pertinent database information
Files or links to files on a network or URLs can be sent via internal messaging
Original message automatically quoted in replies
Sender can view status of all sent messages

CORRESPONDENCE MANAGEMENT

Letters and e-mails can be written in, and printed or sent from Selltis via MS Word or as HTML document
Multi-location letterhead supported
Custom correspondence templates can be developed
Mail merge via MS Word and MS Outlook
E-mail creation and logging via MS Outlook
Individualized e-mail broadcasting (separate e-mail sent to each recipient) or multiple recipients and cc�s supported
MS Outlook add-in facilitates logging received or sent e-mails
E-mail logging for MS Outlook, Lotus Notes and Novell Groupwise
Letters and e-mail can be connected to multiple involved contacts, companies, and employees

DOCUMENT MANAGEMENT

Document tracking on the LAN or as URLs
Knowledgebase

FORECASTING

Product profiling
MRO vs. actual sales analysis
Competition tracking
Customer sales trends tracking
Goals tracking
Reporting
Live reports with collapsible sections allow accessing data by double-clicking on each entry
At-a-glance analysis via pre-built "desktops"
Ability to hide items in reports (projects, opportunities, to-dos, activity logs, quote line items)
Product analysis
Vendor analysis
Territory analysis
Division analysis
Peers� actions by date range
Pipeline forecasting
Opportunity analysis
Product profiling
Quote analysis (optional Quote module required)
Billing by customer and location

QUOTE MANAGEMENT

Quote creation and management available through an optional Quote module
Easy Quote revision creation
One-click Quote duplication
Inside/outside sales rep tracking
Daily review prompts
Reason won/lost tracking
Multi-location letterhead support
Integrated cover letter
Cover letters and messages after quotes can use standard wording or custom user- or company-created boilerplates
Generic signature printing for bids
Letterhead print/hide support
User-controlled text below signature
Support for company-wide or local marketing messages
Internal note logging
State and local sales tax support
Multiple recipients supported as multiple Tos and ccs or as one message per recipient
Line items can be set as non-printable
User-controllable line numbers with two decimals for non-printable or sub-assembly items
Line item duplication
Single-click quoting of product specifications based on product-level specification boilerplates
Item-level discounts
Amount adjustments for value rounding to meet bidding requirements
Cost and gross profit tracking
Division tracking on product level
Quote printing through web browser or MS Word, e-mailing through MS Outlook

TIME AND EXPENSE BILLING

Any activity can be billable (phone call, e-mail, training, service call, travel, correspondence, etc.)
Bill one company for work performed for another company
Billing notes are editable independently from main activity notes
Expenses tracked by vendor (payee), user, customer, contact, category, account, project, opportunity, quote, appointment, to-do and activity
Mileage calculation
Reimbursable expenses
Automated time and expense billing reports generation
Automated expense reimbursement report generation

Please send comments and inquires to info@selltis.com