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Account Management
On Demand Account Management Software by Fortuna provides Sales, Support, or any Account executive access to real time Account data, 24/7/365. Fortuna Account Management solutions are part of the Fortuna Business Management System that is hosted by FOSS Labs, and provided to our customers over the Internet. There is no software to download or infrastructure to purchase. Fortuna Account Management software is tightly integrated with the Fortuna Business Management System and is an integral part of Sales Force Automation, Accounting and Customer Service & Support business processes automated by Fortuna for your business. With customizable Account capabilities, Fortuna gives your business or team the ability to easily specify what type of information you would like to track about your Accounts, and implement specific business processes that you would like Fortuna to automate for your business. Business Benefits of Fortuna Account Management Solutions: - Fortuna Business Management System is completely web-based and hosted by FOSS Labs, available 24/7/365 over the Internet.
- Customizable Account Fields so you can track what Account information is important to you.
- Automate Account Management for your business with customizable Workflow, including Real-time Alerts, creation or edit notification, automated account routing, big Deal Alerts and more.
- Customizable Views, Reports and Dashboards lets you learn anything about your company's Accounts.
- Self-service Account creation from your Web Site with Fortuna Website Integration.
- Organize your Accounts as you see fit for easy, intuitive Account organization that works.
- Mass E-mail tools for E-mail Marketing Campaigns, etc.
- Import Accounts from other systems or lists with Fortuna Account Import. Export Accounts from Standard and Custom Reports with the fields you chose to include.
- Mass create, delete, reassign Accounts with intuitive software tools.
- Pre-integrated with the Fortuna suite of hosted Software-as-a-Service offerings, including Marketing, Sales Force Automation, Customer Service & Support, ERP, collaboration.
- Easily share Accounts with your entire team, yet have full security over who has access to what Account info, and when with Fortuna User Profiles and Role Hierarchy settings.
- In the Fortuna Business Management System, Accounts can be associated with Events, Tasks, Calls, Notes, Documents, E-mails, Accounts, Opportunities, Campaigns, and much more.
- Microsoft Outlook edition included with every Fortuna Edition. Manage all Contacts, events tasks or calendar associated with your Accounts using Microsoft Outlook and have changes reflected in your Fortuna Business Management System in real time.
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