SynleadCRM®2008客户关系管理系统中小企业版产品白皮书北京起点信息技术有限公司2009年SynleadCRM®2008中小企业版目录1综述.............................................................................................................................................................11.1满足企业MxN矩阵管理模式需求................................................................................................11.2360°客户关系管理.........................................................................................................................21.3商务方面侧重精确销售管理、进销存管理..................................................................................21.4集成Office，自动化文档合并、邮件群发...................................................................................31.5数据挖掘分析采用交互式图表及数据透视表..............................................................................41.6多维报表、XML应用数据、XMLSchema应用数据输出..........................................................41.7资源及操作权限由系统管理器控制..............................................................................................51.8能够用户化地增减字段..................................................................................................................61.9消息助手自动提醒多种事件..........................................................................................................61.10系统具有高度安全性....................................................................................................................61.11产品清单支持双向计算及整列数据填写....................................................................................71.12数据支持多货币、多语言............................................................................................................71.13事务处理效率高、操作简便、人机对话所见即所得................................................................72业务子系统介绍.........................................................................................................................................92.1首页管理HomeManagement........................................................................................................92.2机会管理OpportunitiesManagement............................................................................................92.3服务请求管理ServiceRequestsManagement.............................................................................112.4单位管理AccountsManagement.................................................................................................112.5联系人管理ContactsManagement..............................................................................................122.6任务管理TasksManagement.......................................................................................................132.7日历管理CalendarManagement..................................................................................................132.8报价单管理QuotesManagement.................................................................................................162.9合同管理ContractsManagement.................................................................................................162.10类别管理CategoriesManagement...........................................................................
