15
CRM
Unlimited customer, prospect, supplier, “other”,
competitor, reseller and key A/C records and contact details
9
Group calendar facilities and Microsoft Outlook® integration
9
Send e-mails, mail merge campaigns and e-shots
9
Attach incoming e-mail from MS Outlook
9
Convert prospect/quotation details to live customer/sales orders
9
Quotation generation
9
Sales forecasting reports, optionally adjusted for probability
9
Sales analysis by opportunity status/user/contact/company
9
Definable Opportunity Views
9
Opportunity analysis
By sale type, sale stage, lost & won, sale reason
Company analysis
By industry/company
Contact analysis
By department/job title
Import or update existing customer and supplier records from
the Sales/Purchase Ledgers or from an Excel spreadsheet
9
Opportunity tracking
9
Pipeline tracking
9
Referral methods
9
Publish quotes with covering letter and additional documents
9
Contact groups
9
Activity types with MS Outlook integration
9
Activity outcomes
9
Cost and default settings
9
User definable fields
9
Mail merge templates
9
Calendars
Daily/weekly/monthly/group/SPM Today
Advanced Search
9
Batch processing
9
Recurring & follow-up activities
9
Remote processing functionality
With SPM Remote
PAYROLL
cont.
P46, P46(PEN), P46(Expat), P45(1) and P45(3) online submission
With Online Filing Manager
End-of-Year and In-Year online filing
With Online Filing Manager
Online filing test submission facility
9
Reporting
Summary, Payment, Periodical, Misc
EOY, Special Reports
Advanced Nominal Dimension analysis
9
Nominal Ledger masking
9
Audit Log
9
Definable payroll Views
9
Personnel
9
Integration with Nominal Ledger, Cashbook, Costing and Personnel
9
