"Select gave us the perfect jump start by matching
us with the right UK based CRM solutions"

> Step 2: Select the CRM software features most important to you

Please complete the following CRM software questionnaire and click the button "Selection results" at the bottom of this page.


  General  
  Within what timeframe do you expect to implement a CRM application?*
  Number of users*:
  * = mandatory field  
         
  Industry focus:      
  Manufacturing  
  Construction Industries  
  Transportation and Logistics  
  Wholesale and Retail Trade  
  Finance, Insurance and Real Estate  
  Service Industries  
  Public Administration  
         
         
  Customer data:      
  Create and maintain basic customer details  
  International address formats  
  Flexible search feature using all fields in the database  
  Import external customer data files  
  Address verification i.e. based on postal codes  
  Automatic match-up feature preventing identical company records  
  Organizational structure and charts  
  Social Networking  
         
         
  Contact management:      
  Contact management  
  Calendar functionality  
  E-mail processing  
  One-way synchronization into Groupware applications, like Outlook and Lotus Notes  
  Full two-way synchronization with Groupware applications, like Outlook and Lotus Notes  
         
         
  Marketing:      
  Mailings  
  E-mail marketing  
  Campaign management  
  Telemarketing  
  Internet marketing  
         
         
  Sales:      
  Opportunity Management  
  Quotation management  
  Product catalogue  
  Consolidation  
  Order management  
  Pipeline analysis  
  Visit and route planning  
  Partner management  
  Customer value management  
  Territory management  
  Incentive and commission management  
         
         
  Service:      
  Installed base management  
  (Service) contract management  
  Service tickets and returns management  
  Helpdesk support  
  Service planning  
  E-service  
  Service Analytics  
         
         
  General properties:      
  Multiple language support  
  Project management  
  Integrated analysis  
  Third party analysis software  
  On premise CRM  
  Hosted CRM  
  Web-based  
  Basic configuration features  
  Full configuration features  
  Dynamic data models  
  Basic configuration of user rights  
  Full configuration of user rights  
  Triggers and alerts  
  Workflows  
         
         
  Technical requirements:      
  Mobile CRM  
  Oracle databases  
  MS-SQL databases  
  MS-Outlook integration  
  Lotus Notes integration  
  XML interface module  
  Web services module  
  CTI (Computer Telephony Integration)  
         
         
Selection results