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Advanced Web Services Interface. Now you can drive
ACCPAC CRM business logic via a web services (XML, UDDI, SOAP)
interface, or integrate ACCPAC CRM with other applications via
this standard for application for integration.
Quotes and Order Entry and 'Products list'. These
lightweight 'quoting' and 'order taking' systems are idea for
mobile and remote sales professions who don't need the full
ACCPAC Pro Order Entry systems, but still need to provide
'quick, simple, and accurate' quotations and enter orders. In
addition sometimes you just need a current listing of inventory
(products) details and availability. The CRM product enhancement
allows you to have this information (including complex 'Unit of
Measure' and Price List matrices) at your fingertips and as
current as your last solo sync.
Global Document Library. A repository for all the
things you need to keep at your fingertips and share with other
CRM users – such as word documents,
powerpoint presentations, and spreadsheets. Use it to store
competitive information, or killer presentations on your
products for sales people to use... or just to ensure that you
have people using the same version of the expense report forms.
The Document Library makes it easy to share this information
consistently and easily with others (including solo users).
Advanced Searching. The search engine is easier,
faster and more intuitive. It allows you to better control the
lookups throughout the entire CRM solution.
Escalations and Reminder Management. Both managing the
escalation rules, and interacting detail with your reminders
(global snooze of all reminders, for example) is more
streamlined in 5.7.
More Freedom of Choice | Better Performance. Support
for more database options, and generally better performance
across all of those databases.
Target
Lists. You can now create target lists (and use these lists
for things like e-mails, or drive them through an ASP page)
against your 'My Contacts' lists.
Outlook Integration.
This (already strong) integration has been extended to allow for
'one way syncs', scheduled syncs, improved e-mail filing, the
ability to sync contacts details and much more.
Context Sensitive Help.
No matter where you are, it's now easy to get answers to
questions, you may have about the screen you are on, the field
you are entering data into, or the process you are in the middle
of.
Solo. It's easier
to use. Consumes far fewer system resources. It's more secure
and 'firewall friendly'. It's MUCH easier to install and
configure. Plus it's now available to our hosted users.
Of course, there's a lot more than 10... from easy to print
calendars to support for more databases and more. ACCPAC CRM 5.7
is simply an awesome upgrade. |