| Sales Force Automation |
 |
| Leads |
| Create and track leads through the sales cycle. Create lead directly, automatically from lead generation forms or import from other applications. |
| |
| Contacts |
| vegaPort is also a powerful contact manager. Keep track of all your contacts, collect detailed information, organize contacts hierarchically within organizations, keep track of campaigns sent to them and more. |
| |
| Opportunities |
| Keep track of all your sales opportunities. Track their progress through the sales pipeline -- ensure no lead or opportunity is lost for lack of organization, responsiveness or speed. Feed into dashboards to generate a broad picture of your sales pipeline. |
| |
| Accounts |
| Keep track of all organizations you do business with -- customers, suppliers, vendors, analysts, consultants etc. Record all relevant data and keep track of interactions. |
| |
| Marketing Automation |
|
| Campaign Wizard |
| Easily create campaigns with step-by-step wizards |
| |
| Multiple Campaign Types |
| Manage and track all sorts of marketing programs: Email, phone, direct mail etc. |
| |
| Email Templates |
Free email templates to get you started. |
| |
| List Management |
| Automatic sign up of leads. Automatic removal of unsubscribe's and bounces. Keep your lists crystal clean with minimal effort. |
| |
| Reporting |
| Get deep in-depth reports on performance of your email campaigns. Track opens, bounces, type of bounces, clicks, opt-outs, timing of clicks and opens, number of times each link was clicked and more.. |
| |
| Auto-responders |
| Setup automatic delivery of email messages when certain events happen. |
| |
| Delivery Management |
| We take care of all email delivery, so you don’t need to worry about ISP policies, rDNS, feedback loops, DKIM, SPF, whitelists/blacklists, reputation management and everything else that goes into getting your email delivered to subscriber inboxes. |
| |
| Work Management |
|
| Meetings |
| Easily keep track of your schedule and send invites to co-workers for meetings. |
| |
| Notes |
| A very powerful module that you can use in creative ways. Notes can be attached to all sorts of records in your CRM - accounts, contacts, leads, opportunities etc. The content of a note could be just some personal observations, copies of emails exchanged with a contact, notes from a phone call with an account, list of items sent to a hot lead and much else. You can even attach files to notes, so you can link up documents, photos, scans, faxes, email attachments, PDF's and whatever else to particular contacts, accounts, leads or opportunities. Simply put, the reason we use CRM -- keep track of all communication with people you do business with. |
| |
| Tasks |
| Make a list of tasks and keep track of your progress. Organize your work. |
| |
| Email Note Capture |
| A super feature that allows you to forward emails to a fixed email address and have them automatically converted to Notes and attached to the appropriate contact in vegaPort. Total email-to-CRM integration without any fuss. (Paid feature) |
| |
| Web Forms |
|
| Lead Capture |
| Create a form and paste it anywhere. When people fill out the form (from your website or anywhere else), the data gets captured by vegaPort and automatically added to your database. |
| |
| Full Customization |
| You can customize the form to match your branding. Change fonts, colors, styling and whatever you need to make it look just right. |
| |
| Data Management |
|
| Data Security |
| We hold your data in state-of-the-art data centers with highest level of security and full fail-over protection. We also regularly back up all the data to ensure disaster recovery. Like any respectable SaaS provider, the complete privacy of your data is ultra critical to our business. If we lose it, we lose our business. |
| |
| Powerful Data Import/Export |
| Easily import or export data from/to many different types of data formats. Step by step wizard guides you through the process to ensure successful and correct import and export. Map fields and set defaults for columns to achieve seamless data transfer. |
| |
| Multiple Format Data Import/Export |
| Import and export in CSV, TSV, custom formats and also preset formats for salesforce.com™, Microsoft Outlook™ , and Act!™ |
| |
| Data De-duplication |
| Easily find and merge duplicate data records. Keep your database clean and prevent mistakes and confusion. |
| |
| SSL Access |
| Access your CRM via SSL to ensure security of data in transit. (Paid feature). |
| |
| General Capabilities |
|
| Dashboards |
| Summary charts of overall sales pipeline with drill down data |
| |
| Storage |
| We provide 20MBs of storage for Free to all users. If you need to use more data storage, you will need to BUY additional slices of storage at $15/100MB/mth. |
| |
| System Features |
|
| Super simple Import/Export |
| No limits on volume. Preset formats for Salesforce.com, ACT, MS Outlook and Jigsaw. Many possible formats - csv, tsv, custom formats.. |
| |
| Mass Update |
| Change data in many records simultaneously and save enormous time. You would want to pay us extra for this feature. (don’t worry, we're still free) |
| |
| De-duplication |
| Easily find duplicate records in your database and merge them. Prevent confusion and mistakes. |
| |
| Simple Search & Filter |
| Search through records in any module. Use various criteria to refine your search to quickly get what you need. Create lists and groups of records based on criteria. |
| |
| Audit Trail |
| Keep track of changes made to records. What was their address before? What was her phone number in the previous position? Was some change made by mistake? |
| |
| Communication Tracking |
| Across modules, we allow you to see the stream of historical interactions between your organization and other parties - customers, vendors, suppliers, prospects, leads. Institutionalize your data and relationships, easily collaborate across organization and split tasks between team members. |
| |
| Auto-Generate v-cards |
| Create v-cards for contacts with single click of a button |
| |
| Wizards |
| Step by step screens to walk you through setting up campaigns, creating lead gen forms and exporting/importing data. |
| |
| Multi-user Management |
| Create as many users as needed. Assign leads, contacts, opportunities, accounts to specific team members. |
| |
| Linkedin™ Integration |
| See Linkedin™ profile data for your accounts and leads directly from vegaport. |
| |
| Skype™ Integration |
| Make Skype™ calls directly from vegaPort. Just click the phone number and start the call. |
| |
| Services |
|
| Training |
| While we made our system as intuitive and simple as possible, we recognize that any new software needs some training. We offer a pretty comprehensive set of tutorials that should help you get started. We are constantly improving and adding to these tutorials as well. In addition we have a community system in place where you can ask questions and get answers from other users of our services or from our own staff. |
| |
| Community |
| Pravega also has an online community where you can interact with other users of our services. You can ask questions, learn tips and tricks, make direct support requests, give feedback, suggest features and just help us make a better product. You can also exchange ideas with other users on anything and everything related to marketing. |
| |
| Marketplace (coming soon..) |
| Our marketplace gives you the opportunity to buy and sell digital assets to enhance your marketing program. You can buy or sell email templates, stock content or even services with other participants. |
| |
| In the works (but don't hold your breath) |
|
| MS Outlook™ integration |
| Gmail™ integration |
| MS Office integration |
| Customer Service Modules |
| Automatic Email Archiving |
| |
| Contract |
|
| No Lock-up |
| If you wish to switch to another provider, you can easily export all your data and migrate to another service. |
| |
| No Commitments |
| You will naturally be required to follow our terms of use, but there are no other commitments on your part (in other words, don’t abuse our service, that's all). However, please be aware, this service is only available to members of the Pravega Network. If you decide to leave our Network, you can no longer use our service. (Of course, we will allow you to export and migrate your data). |
| |
| |
Access | Information | Relationship 
