Archive for the “Choosing the Right CRM” Category
Go mobile with NEHANET Mobile:
You can easily access the data in NEHANET from a mobile device (Android, iPad, iPhone, Windows Phone, etc). When you access NEHANET from a mobile device, we will direct you to a mobile version of the application which has:
- Quick Create: gives you a list of the modules configured for Mobile Access. Selecting a module takes you to the create page where you can quickly and easily add a new contact, account, activity etc. The create page will be presented in a linear form from top to bottom to fit the phone form factor.
- Global search: allows you to quickly look up a record without navigating too many tabs. Once you enter a search term and hit go, you will get back a list of records matching your search criteria. Clicking on a search result will take you to the edit page for that record. The edit page will list all the fields in a linear form from top to bottom to fit the phone form factor. You can then make changes to the record and save.
- Module Links: for the modules you deployed online (e.g. Accounts, Contacts, Activities, Call Reports etc) are displayed on the Mobile Home Page. Clicking a link gives you a list of all the data for that module scoped by your security settings. You can easily edit or delete any object from the data page.
Back to Advanced Setup
If you wish to rereview prior information, please click on Basic System Setup or Module Specific Rollout
NEHANET provides an integrated, completely customizable CRM solution that seamlessly ties together data sources within an organization, including channel partners, to provide a complete actionable view of each customer. Track Accounts, Contacts, Action Items and Call Reports or Customer Visit Reports. The system is easy to implement, learn and use and allows your team to be up and running in hours, not weeks or months.
The NEHANET Quote Management System allows you to respond to quote requests from customers and channel partners in a fast, easy and consistent manner that considers the specific opportunity, products requested and quantity as well as customer, volume and region-specific price schedules.
Managing and tracking design opportunities within the channel has never been easier or faster. The NEHANET Design Registration system helps you manage the design registration processes of your distributors and channel partners by streamlining channel entry of opportunities and the following review and assignment processes. Online web forms make it easy for partners to register new designs with you and provide all required information including opportunity details, size, timing and competitive information. Email alerts and other rules keep your team in the loop at all times.

