Features

Data Administration

Features

Data Administration

Control the way data is imported and manipulated throughout the system. Create backup/storage processes to ensure minimal data loss.

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Data Administration
Data Backup Tool

Data Backup Tool

Back up all records within each module of the system into an exportable csv file that can be accessed at any time.

Manually create backups of all data within a module that can be downloaded by an administrator at any time.

Easily export all details of every record within each module to a CSV file.

Automatic Backups

Prevent the loss of your most recent data by scheduling automatic backups.

Create automatic backups of each module that can be accessed at any time and saved to your local computer.

Schedule automatic backups to occur prior to automatic record imports/updates.

Automatic Backups
Automatic Data Linking

Automatic Data Linking

Reduce time spent on data entry with automatic data linking across modules.

Set mapping for each custom lead field so that all data carries over once the lead is converted to an account.

Create custom lookup fields that automatically pull data from one record type into another.

Duplicate Prevention

Prevent duplicate data from being imported into the system.

Prevent duplicate records from being imported by selecting a field that should always contain unique values during the import process.

Mark unique fields from within the system settings to prevent them from allowing duplicate values to be entered.

Duplicate Prevention
CRM Audit Trail

Audit Trail

View every action your users perform with the Snapforce Audit Trail feature. The Audit Trail logs each and every create, edit, delete, import, export, and association.

Every change your user performs is logged, when you view the audit trail the changed data is displayed in both before and after.

View details of a data import, including date/time, user completing the import, number of records imported, and module the records were imported into.

Data Export Permissions

Set limits on what users are allowed to export data from the system.

Allow users to export based on user level. The user level selected will be allowed to export data, as well as any above user levels.

Get detailed information on failed attempts to export data within the firewall settings.

Data Export Permissions
Functionality

Other Features

Sales Force Automation Feature

Sales Force Automation

Keep your sales team focused and moving through the sales cycle with our built-in sales automation feature set.

  • Leads, Contacts, Accounts, Opportunities
  • Automatic Call Logging
  • 2-way Mail Sync
  • Calendar Sync
  • Custom Workflows
Customer Service Feature

Customer Service

Don't lose another customer from service requests that slip through the cracks with our suite of custom support tools.

  • Case & Ticket Management
  • Solutions
  • Knowledge Base
  • Service Reports
  • Client Portal
Marketing Automation Feature

Marketing Automation

Keep your company growing with our tight-knit marketing automation feature set.

  • Drip Campaigns
  • Marketing Campaigns
  • Campaign to Opportunity
  • Mass Email
  • Auto-Responders
  • Email Templates
  • Email Delivery Tracking
Analytics Feature

Analytics

Understand your data and the progress of your team with our reports and analytics tools.

  • Standard & Custom Reports
  • Recurring Reports
  • Share Reports
  • Export Reports
  • Copy and Paste Reports
  • Grouped Reports
Inventory Management Feature

Inventory Management

Keep your products and inventory organized and in sync with quickbooks.

  • Product Management
  • Price Books
  • Sales Quotes
  • Sales Orders
  • Invoices
  • Quickbooks Sync
Document Management Feature

Document Management

Centralize your company documents and files, organize and link them to individual customers or leads.

  • Multiple File Uploader
  • Attach Documents
  • E-mail Unlimitted Attachments
  • File Versions
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