GroupForce CRM

GroupForce is a set of various business management tools designed to be easily tailored to the way you do business, so as to streamline your processes, increase your productivity, and your profitability.

GroupForce is designed on the premise that each business is different from the next, and the tools you use should be adaptable to how you need to use them, and not you having to adapt how the tool works. GroupForce is a comprehensive set of easily configurable business tools that adapt to your way of running your business.

GroupForce CRM

The GroupForce User Portal gives users the unique facility to enter a portal where all relevant tools in GroupForce are accessible to them. Based on the user’s role within your organization, you can define the tools available for that role, providing your users with one central place from which to access the tools and information they need to do their job.

For users that have more than one role in the organization, with a single click they can change the portal to display the information and tools required for their alternate role.

GroupForce Contact Management provides you and your users with an easy to use, highly secure, multi-level tracking of information about the companies and contacts you deal with.

It includes functionality to track all types of activities (calls, e-mails, meetings, tasks, letter, and others, including customizable activity types) with those contacts. Tools such as mass mailing, reporting capabilities, integration with Microsoft Office applications, PDF, and full integration with your mail, calendar, and task infrastructure make GroupForce Contact Management a powerful tool to manage your customers and partners, and your interactions with them.

GroupForce CRM

Your sales process can be managed from beginning to end using the GroupForce Opportunity management tool. From defining telemarketing and cold calling targets, to managing leads through your sales cycle, and winning new business, GroupForce provides you with tools to know who your next customer may be, who you compete with, what you are trying to sell, and the actions that need to take place for you to win that business.

GroupForce Project Management

GroupForce Project Management provides with tools to track the progress and performance of your internal and external projects. Project tasks, cash-flow information, resources, and performance indicators are just some of the things captured about your projects.

Strong two-way integration with Microsoft Project provides you with capabilities to perform critical path and Gantt chart analysis and update project information accordingly. Integration with personal To Do’s ensures each project assignee knows what needs to be done, and flexible, e-mail based reporting lets project managers know the state of a project at any given moment.

GroupForce CRM

The GroupForce Invoicing module provides a quick and efficient way to generate invoices in your organization. Invoices can be generated ad-hoc or related to existing quotation, project, expense items, or customer information and printed to your pre-defined invoice layout.

GroupForce invoices handle all local and federal tax models and exchange rate information, including variance in exchange rates from invoice date to paid date.

GroupForce Invoices also provides you with facilities to export information to any accounting package.

GroupForce Quotations

The GroupForce Quotations module provides your users with a tool to build outgoing quotations for clients, including products and services involved, support documents, resource requirements, and all relevant information.

GroupForce CRM

Through the quotation document in GroupForce, users can track all information for the quotation, and at any point compile the information to a Microsoft Word document using a pre-defined template.

Internal approval cycles ensure that quotations delivered to clients adhere to company standards. Integration with Opportunity Management and Project Management ensure a continuous flow of information through your organization.

GroupForce Problem Reports tool

The GroupForce Problem Reports tool gives you the capability of tracking problem reports, feature requests, and enhancements related to your internal systems and your products and services.

A GroupForce Problem Report allows for the tracking of impact, severity, and customer requirements and details of the request itself.

GroupForce CRM

Giving your service personnel a facility to track, manage, and prioritize development time, GroupForce Problem Reports can also auto-generate reports for completed requests.

GroupForce Document Library

The GroupForce Document Library takes advantage of document management paradigms found in larger systems (Domino.Doc) in an easy-to-use implementation for your organization.

GroupForce CRM

The Document Library provides functionality to author, revise, manage and distribute documents throughout the organization. Document revision cycles and security profiles facilitate a centralized location for the maintenance of all relevant company documentation.

GroupForce can be accessed through the following:

* Lotus Notes Client – provides full access to GroupForce functionality
* Microsoft Office Tools – provides task specific tools from common applications like MS Word and Excel (example, telemarketing efforts being managed from an Excel spreadsheet and updated real-time in the GroupForce application)
* Instant Messaging – Quickly “chat” with the GroupForce application to get to information fast
* Microsoft Outlook Client – As an alternative to the Lotus Notes client, a user can choose to use the Outlook client for contact management efforts. All information captured through Outlook is synchronized real-time to GroupForce.
* Mobile Devices – From Pocket PCs, Palm, Smart Phone, and Blackberry devices, GroupForce functionality is quickly available from the palm of your hand.
* Custom Applications – Through GroupForce’s API and web services, you can tie in GroupForce functionality to your existing applications.
* Web Browsers – Access GroupForce via the web, both for your employees, and as self-service options for your customers and partners.

GroupForce CRM