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What kind of configuration can I get with Impel CRM?

Most CRM applications available today cannot meet your business needs without being customized first. And customization can cost you a fortune. And in addition to cost, the real issue is that of time. It takes weeks, even months, for a company to go from product purchase to actually using it in their business.

Impel CRM belongs to a completely new genre of CRM products - the first of it's kind in the Fifth Generation of CRM products. Designed to be accessible anytime, anywhere, with any device, Impel CRM gives you enterprise-class functionality at SMB affordability. Impel CRM's unprecedented configuration capabilities ensure that your system captures the information that you require and presents it in a format that you are comfortable with.
 

With Impel CRM, you get the configuration capabilities that only high-end CRM products offer, at SMB price levels. Configurability is at multiple levels, dramatically reducing or completely eliminating customization needs.
 

System configuration
Impel CRM offers powerful system level configurability that lets the administrator set up lead management processes, access norms and overall navigation across the organization. This ensures a high degree of security and granularity in accessing screens or fields.
 

Personalization
Impel CRM provides personalization capabilities that help the user drive individual preferences. For example, a sales person with access to a particular field can turn it off on one screen and turn it on elsewhere. Users can personalize screen layout, sort orders/columns, default views and so on. While one user may want to always see a 360 degree view, another may be interested only in specifics. Impel CRM supports both equally well.
 

Data retrieval
Data retrieval rules help users get different views of the same data. This gives users a powerful, yet flexible mechanism to retrieve data that matters to them. You can slice and dice critical data at different levels, based on your data consumption patterns. You can build queries on the fly and save them as sub-menus for easy retrieval of data later on.
 

Process definitions
Sales processes and stages vary from company to company. One size does not fit all. The only way you can deal with this is to set up your CRM application to mirror your own business processes. Impel CRM allows you to do that easily via browser-based interfaces. For example, you can configure one sales stage to automatically change an opportunity's win %, while another stage does not. You can build your own pick-lists for customer types, interaction types, deal types - you name it.