Sateraito Office • Cloud CRM

Updated: 05.08.2016 : 03:14  By: Nutthawadee

Service Overview

"Sateraito Office Cloud CRM for Google Apps" works seamlessly with Google Apps environment, cloud based CRM function.
(1)CRM and SFA solution runs in Google App Engine. 
(2)Works in Google Site as gadgets
(3)Similar to popular existing CRM and SFA system. However, by simplifying database structure, it's very straight forward to use and does not take time to master.
(4)Use Case
 ・SFA Function: Company Management, Client Management, Project Management, Activities Management 
   →Integrate closely with Google Calendar
 ・Outbound function (Tele Marketing)
 ・Inbound function (Inquiries) 
 ・Name Card Management, Client Management 
 ・Seminar application function 
(5)Support virtual instances. For each use case, you can create a new virtual instance. Each instance will have different databsae

Features Summary

・Implement CRM & SFA features, provide Gadgets to work inside Google Site 
・Support virtual instance ==> create multiple instances, each instance support for one use case
・SFA Function: Company Management, Client Management, Project Management, Activities Management 
   →Integrate closely with Google Calendar
 ・Outbound function (Tele Marketing)
 ・Inbound function (Inquiries) 
 ・Name Card Management, Client Management 
 ・Seminar application function 
・Company Master data to manage company information
・Client Master data to manage client information 
・Project Master data to manage project information 
・Action Master data to manage activities information
  TeleCall, Visiting, Mailing, Proposal, Quotaion, Billing, Daily Report, Joinning Seminar, Campaign, Questionnaires etc...
・Full Text Search/ Advanced Search. 
・Input form customization. 
  →Support variaty input types like text, label, date, rich text, option, radio button, attachment, pulldown etc...
・Provide default input form
・Attachment feature (up to 200MB)
・Attachment preview function 
・Data permissions(Create, Delete, Update, View permissions)
・Integrate with Gmail, Google Calendar, Drive to extract relevant information 
・Favourite function 
・Notification email upon data update. 
・Operation Log feature
・Remider feature (sending email upon deadline)
・Data export/import by CSV format
・Mail Magazine distribution feature 
・Gadgets for Google Site
・Support Google Apps multi domains
・Support multiple languages (English, German, France, Spain, Italian, Portuguese, Japanese, Chinese, Korean) 

Gadgets on Google Site

Company Master : Company List

Detail Form

Register activity in Google Calendar

View Customization (Report Function)

Auto Complete, suggesting function