Coravue Sales	Features
Lead Management	Capture leads from Web site Import leads from offline sources, such as trade shows, seminars, and advertising Provide interactive response for direct mail and other online and offline promotions Analyze leads to monitor the effectiveness of sources Customize rules to assign leads to the appropriate representative Learn each lead's interests and needs Track each lead's Web browsing behavior and newsletter clickthroughs Provide personalized e-mail response to each inquiry based on profile data Automatically notify representatives of newly assigned leads
Contact Management	Store unlimited notes containing date, time, and team member's name Assign an unlimited number of contacts to an account Create custom fields unique to your organization Assign status indicating lead, prospect, or a variety of customer types Generate lists of contacts by contact data, status indicators, and profile data Display a complete list of contact-related information, including opportunities, action items, history, etc.
Organization/Territory Management	Create teams based on geographic territory hierarchy (i.e., region, district, branch, etc.), by product, channel partner, and any other grouping Assign representatives, managers, service, and support people in any team Create teams that include channel partners and agents Assign roles to each team member at each level in the hierarchy Change hierarchy, team assignments, and roles in real-time
Opportunity Management	Track an unlimited number of opportunities for each contact Create a custom sales action plan Customize the milestone-to-probability rating for opportunities Map each contact's influence to opportunity Link contacts outside the account, such as consultants, to an opportunity Monitor close date, next action and due date, Track won, lost, pending, or abandoned status
Action Items	Create unlimited number of action items for a contact Assign each action item to the representative or any other team member Team managers may assign action items to members of higher level team (i.e., senior management and staff) Track the type of action item (pre-sales, service, and support) by days open and action status Review history of closed action items to uncover trends in pre-sales, service, and support activity
Account and Contact Management	Track each contact with details Real-time updates are instantly available to all authorized users in the organization Web-based access to the central database assures remote users having instant access
Integrated Web/E-Mail Marketing Data	List the Web pages viewed by a contact List the e-mail newsletter links clicked on by a contact View self-reported interest profile data Provide additional profile data for use in personalizing Web and e-mail newsletter experience View product catalog pages viewed Track online purchases made by contacts and entire accounts Integrate with legacy and offline database systems
Reporting and Analysis	Extensive forecasting reports by size, close date, product type, and territory Track opportunities by stage, length of sales cycle, revenue potential, and other factors Generate real-time reports by representative or any unit in the organization's hierarchy Measure sales cycle length by size and type of opportunity Analyze won, lost, pending, or abandoned opportunities by team, size, product type, etc. View snapshot of most important accounts
E-mail Sales Messages	Send custom e-mail messages to groups of contacts based on profile characteristics Create ongoing e-mail campaigns Personalize the content of e-mails using profile data. Send either text or HTML messages immediately or scheduled in the future History log shows each e-mail message sent Select e-mail message template from library, then customize for each contact, group, or campaign
Appointment Calendar	Schedule meetings and calls View appointments with contacts scheduled by any team member Automatic reminders for upcoming appointments Synchronize appointments into calendar systems (i.e., Microsoft Outlook, PDAs)
Offline Synchronization	Sync contacts and appointments to software on desktop or laptop computers, and PDAs Data exports are available on scheduled basis or on-demand Remote database access is available for analysis with desktop applications or real-time integration with in-house systems
ASP Hosted Solution	Hosted application model allows immediate launch and rapid deployment No server software to install, configure, or maintain, and no drain on corporate network No IT resources are required for implementation Continuous access to system via Internet from any location Feature enhancements are automatically added without installing server software updates Easy management of user access Distributed access via the Internet allows remote teams to use the CMS without updating firewalls Low monthly charges mean no large capital outlay
CRM Integration	Integrated with Coravue Connect's lead management, Web and e-mail marketing, and customer care applications so all applications share profile data Personalize Web content and e-mail newsletters based on contact profile data View list of Web content that has been viewed, e-mail newsletters opened, and links clicked
Security and Privacy	User access is authenticated with a username and password combination. Database access keys are used to ensure that only authorized users gain access Datacenters are protected by 24-hour physical security, redundant power sources, and redundant servers Backups are performed daily and transmitted to an offsite location Multiple servers in separate datacenters provide "hot" backup assurance