General Features
Account Management Activity Management Administrative Interface Contact Management Email Logging Expense Management Marketing Campaign Mobile Connection Opportunity Management Outlook Integration Project Management Reporting-Exporting Support Management System Architecture Task Management Template Management
Customer Relationship Management is the strategy that defines how you and your organization will manage the life cycle of a customer relationship.
Tour de Force 's reliance on user-defined fields makes it tremendously flexible. During your company's initial implementation of Tour de Force , YOU decide on the terminology the software uses, and you decide how information will be presented to your sales team.
With virtually unlimited user defined fields, Tour de Force is software that you can fine-tune to fit the terminology, methods, and sales processes of your company.
Additionally, Tour de Force's architecture is extensible, allowing easy additions known as modules to be added depending on your needs.
Company-wide forms and user-defined fields are created using the Tour de Force Administrator's Console.
The Tour de Force Admin Console allows your Administrator to design custom forms and user-defined fields that will alter the appearance and functionality of Tour de Force for your entire sales team.
Custom forms and views configured with the Admin Console and stored within SQL Server are automatically downloaded by the Tour de Force client whenever Outlook is started. User-defined fields configured through the Admin Console are available immediately and transparently to users.
Storing all custom form information within SQL Server means that Tour de Force makes no use of Outlook's custom forms feature.
Creating user-defined fields lets you customize profiling screens and reports, company-wide.
Most user-defined fields are set up during the implementation process using the UDF Manager. In most cases, your administrator will be able to define the UDF's label as it will appear on the user's screen, as well as the available values from which the user will be able to choose.