WHO we are
PIT Solutions is an IT services provider with operations offices...
Sneak Feature List
Click to view eBook brochure of SalesRocket product...
Why SalesRocket2Success
SalesRocket2Success CRM is a plug-in to the well-known...
Product Details
There are basically two types of users who can access the system as:
- Administrator
- Normal User
It is the Active Directory authentication we use with CRM to authenticate the users and their roles and privileges. So while installation itself we have to set these privileges to both type of users.
Administrators are basically company administrators who can create the company employees and set their rights and roles. They have some useful functionalities like:
- Set currency details for the company
- Set the dimension and revenue elements
- Manage customers in the system
- Create and manage new roles/rights
- Manage generic input elements in the system
- Manage qualification sheet elements for an opportunity in the system
- Manage opportunities in the installation
If the user has administrative rights, he/she can change the unique product settings as well as the CRM settings also (which the normal user cannot even view). Users (normal users) are those who utilize the core of the product. Users run the product through the step-by-step process of this sales engine.
For a better understanding of the system to the user, all the functionalities are grouped into two modules:
- Planning
- Logbook
- Opportunity
- Action
- Rule
- Reports
- Spreadsheet View
- Action View
- Alarm View
- Rule View
- Key Project View
- Funnel View
- OLAP Reports
On top of that, the Excel export feature, print functionality and all the basic features that a CRM provides have been utilized in this package also. Any normal Dynamics CRM user will find little or no difficulty in running this product at all.
Operating environment
SalesRocket CRM is a web-based CRM application developed using pure .NET technology, is based on the .NET 3.5 framework (using VS.NET 2008) with C# as the programming language and the Microsoft Dynamics CRM 4.0 Workgroup edition. SQL Server 2005 is the backend used with Dynamics 4.0 installation.