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Home > Categories > CRM Software > C2CRM > Utilities  
 
 
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C2CRM - Utilities Module 
 
 
Workflow Management automates the tracking and distribution of a variety of documents, such as tasks, activities, opportunities and trouble tickets. Based on your needs, audit any field on any document in C2CRM and apply it to your specific business processes.

SQL Exporter is a utility that will export all C2CRM documents and data across all modules into a relational database server of the customer’s choice. Once exported to an external server, the data can be used for integration or reporting needs.

Content Manager allows the customer to design and deploy a web site for external or internal use. Web pages are easily published and content is dynamically managed.

The eBusiness Suite adds to the Content Manager by providing customer interaction screens to facilitate web self-service for order entry and customer support.

The Reporting Tool feature provides for three options for obtaining reports:

  • 47 “Out of the Box” canned reports
  • C2CRM Quick Reports – custom reports modified for each customer’s particular business model
  • C2CRM Advanced Reports – the ability to export data from C2CRM into a relational database, then using an “enterprise reporting tool” (i.e. Microsoft Reporting Services)

   
     
 
 
 
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