Business Process Design
Visual Design Process
Drag and drop business steps
Drag and drop Process Designer
Customer configurable processes
Nested Process Support
"Bindable to any system object, i.e. Customers, Services, Orders, Documents, etc."
Real-time modifications allowed
Business Process Management
State management
Synchronous and asynchronous interactions
"Automated, intelligent management of data and process exceptions and errors"
Unified process automation and human workflow
Time-based exception management
n-Tier escalation
Nested and concurrent model support
Design-time repository of re-usable sub-processes
Workflow Management
Unlimited Projects
Default or Custom pricing per project
Default or Custom pricing per employee
Billable and non-billable work items
Can assign work items to a work group
Work Timer
Management review capabilities/reports
Extensive and ad-hoc workflow reports
Ongoing or finite work items
Document tie-ins at work item and project levels
Document Management
Online Document Storage
Unlimited File Extensions
Document Version Tracking
Per Object Instance Document File Explorer
Per Object Class Folder Structures
File Extensions/Size Limitation Control
Document Flagging to Dashboards
Document View Auditing
Parent Object View to Child Object Documents
Document/Workflow Integration
Extranet File Manager Plug-In (collaborate w/clients/vendors)
Per Object Document Templates (w/data tag support)
Sales Force Automation
Contact management
Lead Routing
Sales Order Entry
Limit product sales by country
Offline Sales
Mail Merge E-mail/Mail
Purchase History
Support History
Sales Tools Publishing
Real-time Commission Reporting
Deal Expiration Notification
Flexible Commissions Schedules
Tiered Commissions
Real-time Credit Card Authorization
Real-time alerts
Product Catalog
Update reminders
Online Document Library
Notes/memos
Contract repository
Contract approval management
Third Party Sales Verification
Contract renewal management
Can set Commissionable Value on products
Marketing Automation
Bulk E-mail
HTML e-mail templates
Print Management
Direct Mail Management
Campaign Creative File Cabinets
Message Personalization
Alternate Tag Capability
Customizable Online Lead Forms
Online Lead Capture
Referral/Promotion Code Tracking
Lead Source Management
E-mail Campaign Marketing Management
Auto-repsonse e-mails
Targeted Segment Creation by Purchase History
Customer Support Management
Advanced Searches
Scheduled reminders
Concurrent multiple customer screens
Case/Trouble Ticket Message Center
Priority Flags for Memos/Orders/Services
Priority Tracking
Flexible Queue Management
Case/Trouble Ticket Assignment
Online Self-Service
Escalation and Notification
Auto-escalation
Online Customer Center
Auto-response e-mails
Billable Time Tracking by Case/Trouble Ticket
Case/Trouble Ticket history memos
Appointment/Meeting Scheduling
Human Resource Availability Management
Customer Project/Workflow Management
Nuasis telephony API toolkit
Partner Relationship Management (B2B)
Order Entry
Partner Activity Reporting
View Customer Case/Trouble Tickets
Joint Lead Management
Real-time inventory access
Promotional Discounts
Dashboards
Scheduler
Work Items
Case/Trouble Ticket Alerts (Flags)
Quick Search
Productivity Tools
Group Calendaring
Import/Export of Records
Anytime/anywhere Web Access
Custom Records
Customizable Reporting
Reminders
Customization
Configuration
User Privileges
Custom Records/Tables
Terminology
Custom Code
Customer Fields
Custom Alert Messages
Customer Saved Searches
Drop Down List
Forms
Customizable Roles
Web Site Developer's Kit
Custom Field URL
Unlimited Custom User Fields
Custom Record Types
Granular create, read, edit, delete privilages
Financials
Accounts Receivable
Check Printing
Generate/Print/e-File 1099 Forms
Customizable Chart of Accounts
Reversing Journal Entries
Credit Card Address Verification
Automated recurring billing
Automated dunning notices
Inventory
Specific Costing
Item Kits
Item Images
Additional Info Item URL
Pricing Rules
Audit Trail for Inventory Adjustments
Replenishment Warnings
Multi-location
Multiple Units of Measure
Kits
Price Levels per item
Allow sale by country per item/kit
Lot Management
Barcoding
Serialized Inventory
"Reorder Point Tracking, Notification"
Automated RMA to inventory
Physical Inventory
Order Fulfillment
Multiple Ship To
Multiple Bill To
Sub-Customer Tracking
Pricing Models
Sales Taxes
Partial Shipments
Back Orders
Order Tracking for Customers
Order Processing
Available to Promise
Inventory Commitment
Pricing & Discounts
Credit Card Authorization
Pick/Pack/Ship
Drop Shipments
Special Order Purchase Orders
FedEx Shipping Integration
UPS Shipping Integration
DHL Shipping Integration
USPS Shipping Integration
Returns/RMA
RMA management
Will Call
COD
Employee Management
Time and Billing Entry & Reporting
Remote Time Entry
Integrated Case/Trouble Ticket Management
Schedule Management
Task Management
Employee Records
Reminders
Assign multiple roles
Default Workflow Pricing/emplyee
Role defined access and permissions
User defined access and permissions
Workgroups
Configurable password expiration
Employee Audit Trail
Employee Photographs
Customer Center/Portal
Order History
Track Shipments
Return Orders
Update Profile
Pay Invoices
Display Documents
Initiate Case/Trouble Ticket issues
Display Current Events/News
Manage pay methods
Online Self-Service
Vendor Center/Portal
Order History
Initiate Case/Trouble Ticket issues
Display Current Events/News
Update Profile
Online Self-Service
General
CSV Import/Export
Always On Audit Trail
User Privileges
Data Exports
Mult-User Options
Multiple Addresse Types
Unlimited Addresses
Unlimited Phone Numbers
Service Products
Defined Service Models
Automated recurring billing
Allow in specific interfaces only
Automated dunning notices
Automated billing pre-notification
Service groupings
Separate Setup charges
Service can be used B2B
Web Store
Special Pricing
Customer Specific Pricing
Inventory Integration
Subscription & Periodic Billing
Mass Price Updating
Coupon Processing
Credit Card Processing Online
Shopping Cart
Shopping checkout
Custom Check-out Forms
Document Sales
Order Confirmation
Multiple Shipping
Tax Calculations
Promotional URLs
Web Site
Website Hosting
Multi-domain hosting
Domain Name
Multi-domain Name Routing
Meta Tag Support
Page Specific Meta Tag
Advanced Site Building
Online Forms
Customer Management
Customer Self-Service
Customer Bill Pay
Order Initiated Customer E-mails
Customer Transaction History
Online Case/Trouble Ticket Forms
Online RMA
Forms & Publishing
Case/Trouble Ticket
Customer
Intranets
Extranets
Web Store Developer's Kit
Shopping Cart & Product
Integration
Password-protected Customer Center
Online capture forms for leads, customer info, cases etc.
Complete HTML customization of online forms
E-mail notification on online lead capture
Automatic online lead routing rules/workflow
Access/Configuration
Audience Control on Report Sharing
Company, Roll, Group and User permissions
User defined filters for memorized reports
Reports
Dashboards
Standard Reports
Customizable Reports
Saved searches/filters
Report export capability
Define default reports for Roles
Group reports
Report Folder Structure
Incentive Plans
Comission Plan Modelling
Automated Orphan routing
Autoship discounts
Autoship Scheduling
Track Comissions Earned
Unlimited Status Levels
Unlimited Commission Plans
Can set Commissionable Value on items
Can set Business Value per item
Representitive/Configuration Items
Web Site Replication Engine
Customizable back office
Per Representitive Rule Exemptions
Unlimited Notes
Track Business Volume Performance
Track Enrollment Performance
Reposition in both Enroller and Forced Matricies
Automatically Manage Representitive Status Levels
Override Capability for Representitive Status Levels
Create/Manage Representitive Pricing Models
Manage Representitive interface settings
Define rules for attaining status levels
Define rules for retaining status levels
Automatic Upline New Representitive Notifications
Define Titles for Matrix subsets
Can use Commissionable Value and/or Business Value in Status Level Calculations
Business configuration and design
Manage harmonized codes for products
Enable language translations for online store
Enable language translations for customer portal
Corporate Logo for use in forms, invoices...
Unlimited Job Titles
Unlimited Roles
Customizable Administrative Interface
Customizable Report Interface
Customizable Customer Portal Interface
Customizable Representitive Portal Interface
Customizable New Customer Interface
Edit Store Functionality Settings
Add Unlimited Extended Plug-ins for web interfaces
Set user timeout for security
Credit Card Verification requirement settings
Allow/do not allow backorders
Timeout for shopping carts
Set shipping types and defaults
Manage e-mail settings
Set Pricing Models
Set Tax Authorities
Set Tax Catagories
Event Management
Multple event types
Manage event promotions
Event Approval
Separate member/customer fees
Can require registration
Online promotion of sales items
Free form Hotel and Accomodation information (HTML)
Free form Travel information (HTML)
Publish to Web, Back office and admin interfaces
Free form Agenda (HTML)
Add unlimited additional information and buttons
Report on attendees
Filter attendee report
Manage Staff for Event
