Demos

• Practice for CRM Idol 2012

 

Installation

• Installing SplendidCRM
• Installing The Offline Client
• Installing Outlook Plug-in
• Installing Word Plug-in
• Installing Browser Extensions

 

Security

• Anonymous Authentication
• Admin Impersonation
• Password Security
• Facebook Authentication
• Team Management
• Dynamic Teams
• Field Level Security

 

Productivity

• Search Builder
• Auto-Complete
• Dashlets
• Rules Wizard
• Dynamic Target Lists
• Show SQL

 

Customization

• Custom Fields
• Image Custom Fields
• Customized Search
• Business Rules
• Custom Paging

 

Import

• Importing LinkedIn Connections
• Importing Twitter Followers
• Importing Facebook Friends
• Importing Salesforce.com Data

 

Synchronization

• QuickBooks Synchronization
• iCloud Synchronization
• Google Apps Sync
• Exchange Settings
• Exchange Folders

 

Reporting

• Reports
• Report Parameters Prompt
• Report Rules
• Report Builder Integration
• Report Dashlets

 

Workflow

• Workflow Calculations
• Email Response Workflow

 

Plug-ins & Extensions

• Mail-Merge with Word Plug-in
• Configuring Browser Extensions
• Chrome Email Extensions

 

Offline Clients

• HTML5 Offline Client
• Windows Offline Client