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Customer Relationship Management

8thManage CRM is a state-of-the-art business solution designed to take full advantage of the latest technology and embedded best practice in business management methodology.

Full Feature List


	Marketing automation
	Customer information & contact management
	Sales force automation
	Customer service
	Embedded BI for market segmentation


Marketing automation		Sales force automation
	Sending marketing messages via email campaigns		Clients and sales leads management
	Campaign result tracking & ROI tracking		Opportunity management & forecasting
	Marketing cost management & performance tracking		Quotation and deal
	Sales lead generation		Managing the sales process
			Sales performance management
Client information & contact management			Assignment map by group
	Breadth of information coverage		Global action list by client
	Depth of information coverage		No-action alert & escalation
	Exploring new opportunities using 8thManage BI
		Embedded BI for market segmentation
Customer service			Customer information data capture
	Standardized service & VIP personalized service		Customer segmentation
	Real-time information & online knowledge base		Real-time reports
	Real-time and service performance reporting
	Billable service support

Advantage (PDF)

Brochure (PDF)

Brochure (PDF-繁)

Full Automation Suite

8thManage FAS provides full enterprise automation in one system and allows you to view the entire enterprise perfomance on one screen.

Full Feature List


	Customer relationship management (CRM)		Enterprise performance management
	Marketing automation		Sales & marketing performance management
	Customer information & contact management		Product performance management
	Sales automation		People performance management
	Service management		Project performance management
	Embedded BI for market segmentation		Documentation management
	Product management		Finance management
	Procurement and supplier automation		Project management
	HR management		See the entire enterprise on one screen


Marketing Automation		Sales & Marketing Performance Management
	Embedded BI for prospects analysis		Campaign leads, opportunities, business volume & ROI
	Personalized content creation & execution		Opportunity progress & ROI
	Campaign result tracking & ROI tracking		Contract margin & SLA
	Marketing department budgeting & cost tracking		Deal margin, satisfaction check & quotation acceptance
	Individual campaign budgeting & cost tracking
		Product Performance Management
Client Information & Contact Management			Region & industry
	Breadth of information coverage		Relevant clients status
	Depth of information coverage		Revenue, expense & profitability
	Exploring new opportunities using 8thManage BI		Related deal summary
			Individual & bundled product sales
Sales Automation			Product inventory & order backlog
	Clients and leads management
	Opportunity management	People Performance Management
	Quotation & deal management		Define objectives & measurements
	Sales process management		Sort objectives into different category areas
	Sales performance management		Get real-time result/score
	Assignment map by group		Perform appraisal based on the result
	Global action list by client
	No-action alert & escalation	Project & Operation Performance Management
			Project & assignment activities
Service Automation			Client interactions & conversion rate
	Standardized & personalized services		Strategic selling
	Real-time information & knowledge		Win-loss analysis
	Service quality & client satisfaction		Delivery & return
	Service cost & return management		Milestone payments
			Service level agreement
Embedded BI for Market Segmentation			Risks & issues
	Customer information data capture
	Customer segmentation	Documentation Automation
	Real-time reports		Library tree structure
			Flexible access privileges
Product Automation			Access logs recording
	Product structure & acquisition		Version control & collaborative authoring
	Product inventory & control		Integrated knowledge management
	Product marketing campaign		Global document search
	Product pricing & selling		Library template
	Order, shipping & satisfaction
	Product performance management	Finance Automation
			Sales quota, budget, revenue & expense
Procurement and Supplier Automation			Marketing budget planning & tracking
	Supplier information		Campaign ROI analysis
	Qualification process		Project budget planning & tracking
	Pre-selection process		Project purchase order, invoicing & AP/AR
	RFI/RFP/RFQ process		Project return & profitability
	Relationship management		Organizational budget, P&L, fixed asset & AP&AR
	Supplier-as-a-team-member		Deal budget, return & profitability management
	Delivery and satisfaction checks		Real-time revenue, pipeline & AP/AR dashboards
	Escalation and blacklist
		Project Automation
HR Automation			Scope management
	Getting the best people		Time management
	Employment management		Cost management
	Attendance and utilization		Quality management
	Performance management		Communication management
	Employee self-service		Resource management
	Enterprise HR management		Issue & risk management
			Procurement management
See the Entire Enterprise on One Screen			Integration management
	Business map		Requirements & iterations management
	Financial map		Methodology & template management
	Assignment map		Commitment management
	Document map
	Issue map

Advantage (PDF)

Brochure (PDF)

Simple Project Management

8thManage Simple PM helps the project team better manage what is essential.


	Activity planning		Methodology and KPI
	Execution management		Advanced project dashboards
	Resource and cost management		Configurable personal workbench
	Issue tracking and reporting		Automatic alerts on new, changed, due soon and overdue items
	Quality management

Advantage (PDF)

Brochure (PDF)

Brochure (PDF-繁)

Project Management

8thManage PM helps organizations manage small, unstructured projects to large, highly-sophisticated projects.


Basic		Advanced
	Scope management		Requirements and iteration management
	Time management		Methodology and template management
	Cost management		Commitment management
	Quality management		Execution management
	Communication management		Reality check
	Resource management
	Issue and risk management
	Procurement management
	Integration management

Brochure (PDF)

High Performance PMO

8thManage PMO improves the project success rate by helping you to do following.


	Ensure user involvement
	Ensure complete requirements and proper review and acceptance
	Detect high rate of change in requirements
	Detect unrealistic expectations
	Detect lack of planning
	Detect lack of managerial competence
	Detect lack of technical competence

Brochure (PDF)

Human Resource Management


	Recruitment Management		Training and Performance Management
	Employee Record		Compensation and Benefit Management
	Payroll Management		Attendance & Utilization Management
	Leave Management		Employee Self-Services

Brochure (PDF)

Supplier & Procurement Management


	Comprehensive Repository for Sourcing		Outsourcing Strategy & Preparation
	Procurement Management		Complex Engagement Management
	End-to-end Tender Management		Supplier Relationship Management
	Complete Order & Contract Management

Brochure (PDF)

Wisage Technology is a leading provider of management tools, it offers Project Mgmt Software, CRM Software，ERP Software，
Human Resource Mgmt Software，Supplier Mgmt Software, etc..