Detailed Features of Wintouch CRM: The <em>ONLY</em> CRM solution built in RPG :: IBM iSeries CRM, AS/400 CRM, System i CRM

Setup & Customization

Wintouch CRM can integrate with your iSeries-based business applications at a fraction of the cost other CRM solutions can.
Even if integrated, other CRM solutions cannot match the level of tight integration with your iSeries-based business applications that Wintouch CRM can.

Customer-specific product configuration, contracts, profile, and service history all captured in one place
Ability to restrict access to CRM data by user, department, territory, etc.
Ability to customize windows by user-type and/or account type
User defined fields - Custom Fields and windows
Customize Field/Window names to reflect internal terminology and business practices
Import Data - with easy mapping
Web Forms to submit data via your company's website
Support for multiple languages
Support for multiple currencies

Wintouch Lite - offline version. Reps in the field can download history on the accounts they will be visiting, record their activities, then synchronize when they reconnect to the internet.
No hidden costs - not a modular product & all integration costs are included in the quote up front
Client licenses on a concurrent user basis, i.e. how many users are logged in at any given time
Integration to MS Outlook, Lotus Notes, and Mozilla Thunderbird Email Clients
Integration to MS Excel and Word
One-click access to the green screens you use most often

"Next" to page through search result or report result records
Build Lists of records on the fly
Customize user interface font, color, look & feel by user/admin
One-click access to contextual features throughout app
Ability to Print, Email, and Export to Excel/Word
Global Search Feature
Searchable Notes
Double-Click on any Activity, Report, Account/Contact Listing to open the record
Multiple Accounts can be displayed in a Tile or Cascade arrangement

Activity Log, displaying all of the activities of an account on a single, filterable screen
Activities can be tied to an Account or Contact, or to a particular lead, quote, order, warranty claim, customer service incident, etc.
Default Activity field values by set according to user, department, and/or class of activity
Work flow to schedule activities that occur in a predefined sequence
Customize the fields in activity screens
Use Reporting to track activities scheduled and completed activities - by department, user, activity type, etc.
Store Documents at the activity level, which can then be opened, printed, or emailed
Printable Daily, Weekly, and Monthly Calendar views
Ability to merge customer data with company document templates for custom proposals, letters, quotes, and contracts, and have the application automatically send the document and store it in the Activity Notes
Track quotas around cold calls, numbers of appointments scheduled, and lead conversion targets
Ability for system to automatically send emails to Contacts in response to a work flow trigger event, automating follow-up
Emails sent using MS Outlook, Lotus Notes, and Mozilla Thunderbird automatically stored as activities in Wintouch elimnating need for cut-and-paste
Incoming Emails can be saved in Wintouch with a single click

Import large lists of leads into Wintouch, with duplicate check and automatically schedule/complete an activity that triggers a work flow & automates the lead pursuit process
Custom marketing fields to enable ease of profiling & creating targeted marketing campaigns. Send email broadcasts, print mailing labels, and more, using dynamic groups that you define
Ability to conduct mass email campaigns using HTML templates you create in the Wintouch WYSIWIG HTML Template Builder
Track the sales made as a result of your marketing campaigns by recording the initial marketing campaign in all follow-up activities.
Use Wintouch reporting to prioritize where to put your resources based on projected close date, potential revenue, sales stage, and close probability
Generate lists of customer-prospects by products sold to create targeted marketing campaigns of complementary products

360° view of the customer record, including contacts, leads, sales history down to the line item, customer service incidents, and current opportunities and ALL activities
Organization Chart - keep a record of company hierarchy so that you understand who the key decision makers are, and who should be your point of contact under different circumstances
Account Relationship Chart - be able to analyze data at the distributor, customer, and ship-to levels - know how your accounts are related
Automate Customer Service follow-up using work flow
Track customer service response times using Wintouch Reporting
Track customer satisfaction using webforms your customers access on your company website

Import lists of leads, and automatically schedule follow-up activities via work flow
Schedule automatic follow-ups after brochures or samples are sent out
Create cold call lists, where caller simply has to make the call, record the response, and hit "Next" to go on to the next lead
Identify and analyze source of sales leads and opportunities

Track different opportunities via different processes depending on Opportunity type
View deals in the pipeline company-wide, by region or territory, and/or by Opportunity type
Build quotes within Wintouch that can then be printed or emailed to the prospect/customer
Build in work flow logic that will alert sales reps before a warranty or product rental is going to expire so that they can sell an extension
Summary of stages of the sales opportunity process with capacity to drill down to the finest level of detail
Expenses Management
Track call histories and activities of individual sales people or by client/project/deal
Outside Sales Reps can see relevant accounting and inside sales information before walking in to visit the customer

Ability to assign customer incidents via a queue or to the CSR assigned to the account
Define support processes and track and analyze resolution and turn around times, and diagnose the places where the process stalls
Generate mulit-level alerts when customer incident is exceeding target turnaround time
Use web forms to enable customers to report incidents via your company website

One-click reports that can be added to toolbar by individual user, by department, or company wide
Dashboard presentation of reports that can be customized by individual user, by department, or company wide
Export Reports to MS Excel templates with Macros