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Hickory CRM is a professional customer relationship management solution providing rich and intelligent functionality in the areas of sales force automation, customer service and support, marketing automation, and analytics. This solution is recommended for organizations which are looking for:

• Enterprise-class features like role-based security, system-wide/pervasive audit-trail, true platform independence, and virtually unlimited scalability.
• Professional CRM suite that has a powerful and comprehensive best-of-breed features for sales, service, marketing, contact center, and issue management; multi-entity enabled with multi-language and multi-currency support for organizations in a global market.
• Advanced Activity Management and Issue Tracking to coordinate workflow in large projects, track and monitor all project-related incidents and activities, group and structure your activities with activity trackers, stay in control with advanced time-tracking and real-time reports.
• A web-based solution to eliminate the need to deploy proprietary clients throughout your organization. Simply connect with any recent version of Internet Explorer (IE), Opera, Mozilla, or Firefox browser.
• Easy integration and high interoperability with your existing applications like Enterprise Resource Planning (ERP), Interactive Voice Response (IVR) and Computer Telephony Integration (CTI) so that previous investments are protected.
• Highly scalability: from a single-user environment on a laptop to enterprise-class globally distributed systems with tens of thousands of concurrent users - it has been designed to fit your needs.
• Extremely low operations and maintenance costs because it has been designed with open standards, low complexity, and the highest quality to provide true 24x7 availability.
• A solution capable of running on any platform with a J2EE-compliant Application Server (e.g. JBoss, BEA WebLogic or IBM WebSphere) and one of the major database management systems (e.g. MS SQL, Oracle, IBM DB2, PostgreSQL, or MySQL).

Features:
  (click on +/- to show or hide details)

  + Sales Force Automation

• Account and Contact Management
• Complex Legal Entities
• Leads and Opportunities
• Quotes and Sales Orders
• Invoices
• Territory Management
• Complex Product Catalog
• Complex Pricing and Discounting
• Activity and Task Management
  • meetings
  • sales visits
  • tasks
  • e-mails
  • short message service (SMS)
  • mobile multi-media messaging (MMS)
  • fax and mailings
• Collaborative Sales Support

  + Incident Management

• Advance notification
  • subscription based
  • e-mail and SMS
• Activity Management
  • sub-tasking
  • scheduling
  • task sequencing
  • activity linking
  • track-back linking
• Reports and Filters
  • time tracking
  • workloads
  • overviews
• Workflow

  + Customer Service and Support

• Incident and Case Management
• Complex Contract Management
• Collaborative Service Support
• Effort Tracking and Billing

  + Product and Service Management

• Complex and Structured Products
• Complex pricing (e.g. customer-driven pricing and discounting, etc.)
• Complex Contract Management
• Service Contracts with Work-Orders

  + Real-Time Booking Engine

• Chart of Accounts with unrestricted complexity
• Compound Bookings with multiple legs
• Booking Periods with multi-phase finalization
• Commitment of Bookings with multi-party sign-off
• Multi-Currency
• Tamper-proof audit

  + Security

• Basic and Advanced Authentication
• Authorized User Access Control (roles, privileges, and so forth)
• Record-Level Security
• Audit Trail (system-wide)

  + Additional Features

• Building and Facility Management
• On-the-fly Reporting
• Event Subscription
• Notification Service
• Real-time Alerts
• Notes and Attachments
• Media Attachments
• Document Management
• Multi-Language
• Multi-Currency
• Multi-Location and Time Zone Support
• Import and Export
• Integration with MS Word

Documentation:

  User Guide

For more information on how our Hickory CRM solution can help your business please contact us at sales@hickorysystems.com or (905) 857-7233.

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