Additional information for Snapforce
Key features of Snapforce
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- Leads, contacts & accounts
- Opportunity tracking
- Case management
- Client portal
- Sales leader boards
- Event calendar & scheduling
- Document management module
- Orders & invoices
- Audio & video conferencing
- Voicemail & mailbox folders
- Automatic call distribution (ACD)
- Interactive voice response (IVR)
- Auto attendant scripts
- Snapforce email client
- Email templates
- Email provider sync
- Call center reports
- Sales pipeline reports
- Custom reports & dashboards
Account Management: See a list of all your business accounts and interactions and customise these using logical filtering. Use the visual map functionality to see where your contacts are located.
Custom dashboards: Track performance and forecast sales with pipeline reports, important metrics, and a sales leader board.
Event Management & scheduling: Create events directly from individual records, integrate your Snapforce calendar with your other calendars, and send invites and reminders.
Call center features: Snapforce includes automatic call distribution (ACD), interactive voice response (IVR), call screening, and call transfer.
Call center dashboards: Track agent performance and spot trends with custom dashboards and reports, and pre-built reports such as call volume reports.
Telephony: Snapforce offers a voicemail system that lets you hold up to 500 voicemails in your CRM. You can also use the CRM for unlimited conference calls.
Case management: The CRM includes a client portal that can be customised to match your brand. You can resolve support cases using comments and auto-responders.