CRM features - Software Chart

CRM Features


“In today’s quickly changing business world, and with industry consolidation, I’ve come to understand that the most important asset I own is my relationship with customers. Manufacturers continue to buy and sell companies, continually changing the distribution channels for their products. Our implementation of Tour de Force has enabled us to effectively collect, analyze, and disseminate customer information that helps maintain and grow our business and customer relationships, regardless of changes in the distribution channel. I was skeptical at first, but after our implementation, I couldn’t believe how easily our business system information integrated with Tour de Force. Tour de Force is worth the investment and is money well spent.”

Mark G. Murman Vice President Clayton Engineering Company

CRM Account Management

An Account is used to manage any relationship with another company or organization with which your company does business, including Prospects, Customers, Vendors, and Suppliers. CRM Account Management is one of the most important CRM Features. From an Account, you can view the Activities, Appointments, Assets, Contacts, Contracts, Documents, Emails, Events, Expenses, Mailings, Notes, Opportunities, Quotes, Sales Data, Support items, or Tasks that are associated with the Account or with any of the Contacts at the Account. Every field on the Account is completely configurable, giving you the power to track only the information that is important to your business. Be Efficient
  • Create new Accounts or review existing Accounts directly from Microsoft Outlook.
  • View all Activities and communication related to an Account in one place.
  • Launch document or email templates directly from an Account.
Be Effective
  • Maintain a 360° view of every customer with our Business System Integration module, which ties key sales and financial data directly from your ERP system to the Account in Tour de Force.
  • Track any and all Account information that is important to your organization through the unlimited use of user-defined fields and/or categories.
  • Create custom Account lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in an Account.
  • Maximize your marketing efforts with the ability to create targeted marketing campaigns.

CRM Activity Management

Another bullet-point that is essential to top CRM Features. An Activity is a record of actions that took place with a Contact. It is used to document the specifics of those actions and their corresponding results, which may be related to sales, marketing, consulting, customer service, etc. The Activity allows other users to know exactly what happened, when these activities happened, and how much time was utilized to perform or to complete these activities. The Tour de Force CRM Activity form is completely configurable, allowing you to track and manage only the data that is important to your business. Tour de Force allows Outlook Tasks and Outlook Appointments to be converted to Activities at their conclusion, reducing the amount of time it takes for a user to enter new Activities. Be Efficient
  • Create new Activities or review existing Activities directly from Microsoft Outlook.
  • Easily populate the details of an Activity with company or personal templates.
  • Track billable hours.
Be Effective
  • Track any and all Activity information that is important to your organization through the unlimited use of user-defined fields and/or categories.
  • Link an Activity to an Account, Contact, or Opportunity and track which activities drive sales.
  • Create custom Activity lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in an Activity.

Appointment Management

The Appointment Management feature can be used to schedule an appointment, meeting, or event. In Tour de Force, an Appointment can be created using the Outlook Appointment form, and the Appointment is reflected on the Outlook Calendar of the owner and any invitees. Appointments can be created and maintained in multiple Calendars, as well as tracked for all time related activities associated with prospects, customers, and other business relationships that need to be maintained. All Appointments are logged to the Account and/or Contact for which they were created. Be Efficient
  • Create new Appointments or review existing Appointments directly from Microsoft Outlook, using the same Appointment form in Outlook that you are accustomed to using.
Be Effective
  • Link an Appointment to an Account, Contact, or Opportunity, allowing other users across the organization to view the information in Tour de Force.
  • Create custom Appointment lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in an Appointment.

Expense Management

Expense Management features in Tour de Force can be used to track any expense incurred by an organization, whether it be a large company purchase or an outside sales representative’s meals. The Expense Manager provides the ability to quickly and easily generate standardized expense reports, as well as the ability to analyze expenses within the organization. Tour de Force allows you to link an Expense to other items, such as Contacts, Events, Opportunities, or Support records. Expenses can then be easily grouped and filtered for reporting purposes and tracking purposes. Be Efficient
  • Create new Expenses directly from Microsoft Outlook.
  • Easily organize and review Expenses, and export to Excel if necessary.
Be Effective
  • Track any and all Expense information that is important to your organization through the unlimited use of user-defined fields and/or categories.
  • View patterns and trends related to the accrual of Expenses, and be able to tie those directly to sales results.

Task Management

The Task Management feature is a feature in Tour de Force that allows for the easy assigning and tracking of tasks and activities amongst your employees. In Tour de Force, a Task is a job, responsibility, action item, or deliverable that needs to be tracked and managed to completion. Tour de Force is able to use the Microsoft Outlook Task form which will allow all Tour de Force Tasks to show up in the Outlook Task list. Tour de Force offers tools to help users manage Tasks more efficiently, while ensuring that Tasks are completed according to schedule. In Tour de Force, a Task is a job, responsibility, action item, or deliverable that needs to be tracked and managed to completion. When a Task is created in Tour de Force, it is automatically linked to the corresponding Account, Contact, or Opportunity, giving other users the ability to view status of the Task. Once a Task is completed, Tour de Force allows the Task to be converted to an Activity so that the results of the Task and the time spent completing the Task can be logged to the history of the Account, Contact, or Opportunity. Be Efficient
  • Create new Tasks directly from Microsoft Outlook. Tasks automatically show up in the Outlook Task List regardless of where they are created.
  • Easily reassign tasks to other users as individual’s responsibilities change throughout the course of a Sale, Project, or Opportunity.
Be Effective
  • Create custom Task reports with the use of extensive filtering capabilities which allow you to filter on any field found in a Task. Easily create reports to show Tasks that are approaching or past their due date.
  • The status and progress of Tasks can be reviewed by other users, driving collaboration and communication within your organization, allowing you to close deals more quickly and deliver the highest levels of customer service.

Opportunity Management

Opportunity Management in Tour de Force gives an organization the ability to manage and monitor their sales funnel, and provides the analytics needed to streamline and formalize their sales processes. An Opportunity in Tour de Force can be used to represent any situation that could potentially produce revenue for an organization. With regards to the sales cycle, an Opportunity represents a potential sale to a prospect or customer, and all activities related to that sale such as Appointments, Emails, Meetings, Tasks, and Quotes, are able to be tracked in Tour de Force. In addition to managing Opportunities, Tour de Force gives an organization a complete view of their sales funnel. A Sales Manager can easily see if there are any bottlenecks or bloated stages in their sales funnel, or if there is an insufficient number of leads at any stage of the sales process. Be Efficient
  • Create new Opportunities or review existing Opportunities directly from Microsoft Outlook.
  • Generate and auto-populate new Quotations directly from the Tour de Force Opportunity using document templates.
Be Effective
  • Track any and all Opportunity information that is important to your organization through the unlimited use of user-defined fields and/or categories.
  • Create custom Opportunity lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in an Opportunity. Use those analytics to streamline and adjust your sales process in order to hit and exceed your sales goals.
  • Manage any and all tasks and actions that need to be performed in order to move an Opportunity through the sales funnel, and easily view the status of Opportunities.

File Management

Knowing where your files are stored, and ensuring that they’re easily accessible based on permissions should be at the top of any important CRM Features list. File Management in Tour de Force allows an organization to store documents, graphics, spreadsheets, and other file types, and associate those items with the appropriate Account, Appointment, Asset, Contact, Contract, Email, Expense, Event, Note, Opportunity, Quote, Support Request,  or Task. These files can then be accessed by any other Tour de Force user that has the appropriate permissions, improving communication and collaboration across an organization.

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