| Browser-based Email Blaster with Templates |
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Powertrak PhoneBook enhances the e-mail functionality of Dynamics CRM 3.0.
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In PhoneBook you can build a list and blast emails to selected targets using
Dynamics CRM 3.0 templates, Powertrak templates, HTML or Microsoft Word.
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Supports rich HTML format and savable public and personal lists.
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| In-line De-duplication Manager (PT V8) |
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Powertrak supports definable multiple match keys, operates in real time, and
extends to objects outside of name/address records.
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| Pipeline Manager |
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Pipeline Manager saves time by allowing in-line edit functionality thus
eliminating the need to open each record.
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Pipeline Manager is completely configurable with no coding.
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You can build similar editable grids against virtually any data items.
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| Mass Update |
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Powertrak supports configuration of unlimited, definable mass updates across
any table and data item using Application Builder.
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| Enterprise Views |
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Powertrak Enterprise Views enhance the activity view functionality of Dynamics
CRM 3.0.
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CRM 3.0 activity views consolidate activities of direct contacts at the account
level.
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With Powertrak Enterprise views, CRM users working with accounts that have sub
accounts, can view consolidated activities, contacts, opportunities and
channel/partner opportunities for all sub accounts associated with the
enterprise.
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| PhoneBook |
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PhoneBook provides single screen advanced search across multiple tables and
linked parent-child views. For example, finding customers who are interested in
one or more products within a given date range is built-in.
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PhoneBook is a type to load search tool, saving end-user's time, particularly
in service and call center environments.
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PhoneBook and all advanced Powertrak searches execute as you type eliminating
keyboard to mouse movement.
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PhoneBook includes advanced interaction functions to enable email blasts from
templates, record activities, and add selected records to queues.
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| PowerRelate threaded Multi-Channel activity discussions
with Process Tracking |
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The PowerRelate capabilities in CRM 3.0 activities track all responses in a
visually intuitive navigation tree.
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With Powertrak, all CRM activities can be cross-associated to both a business
partner and the prospect/customer.
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Process definitions tag and group Activities by business process, activity type
and next action, which are logical tiered combo boxes.
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| PowerRelate - Enhanced Relationship tracking |
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PowerRelate capabilities present many-to-many, hierarchically branched trees of
relationships between accounts, contacts, activities and opportunities.
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PowerRelate saves time by eliminating the need to open individual forms by
displaying call notes, account and contact information, at any tree level, in a
split-screen view. Furthermore PowerRelate allows for simple, end-user
configuration.
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| Dashboards for Real-time Analytics |
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Powertrak includes a configurable dashboard, with built in analyzers for all
department functions such as marketing, service, portals, channel, pipeline
management and call center operations.
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