Platform
Unvol Flex Relations Platform capabilities allow administrators and developers to create powerful business processes quickly and easily. Administrators can define teams, control access rights to modules and fields, change the homepage layout or modify and existing screen with the layout editor, and create new dashlets from third-party data sources. Simple yet powerful workflow tools give user the ability to create and enforce business rules. Unvol Flex Relations offers the ability to create custom fields within a given module or create an entire new module with Module Builder. These new modules can be unique to your company or they can be shared or sold via Unvol Flex Relations Exchange and loaded into other Unvol Flex Relations instances through the Module Loader.
Impact
- Share and add additional modules based on your company needs
- Reveal and protect information based on user role and profile
- Streamlined business processes to match business requirements
- eep customization features allow for the creation of custom fields and modules
- Simple drag-and-drop user interface for easy configuration
Reporting
Unvol Flex Relations Reporting turns data into actionable information. Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying each report is actual data, so managers can drill down and explore the data impacting their business.
Impact
- Share/restrict access to reports and dashboards across teams
- Monitor the effectiveness of marketing programs, sales opportunities, and support cases
- Create real-time reports and dashboards on any CRM metric
Collaboration
Underlying marketing, sales and support activities, Unvol Flex Relations Collaboration provides capabilities to manage email within Unvol Flex Relations while integrating with Microsoft Outlook, schedule and track activities, manage projects, and work in offline or mobile settings. Unvol Flex Relations collaboration streamlines common tasks and promotes more effective communication with employees and customers
Impact
- Manage schedules, calls, meetings and emails from a single location
- Integrate Sugar with popular applications such as Microsoft Outlook
- Create, assign and manage key projects across teams
- Allow workers to access CRM in mobile and offline settings
Sales Force Automation
Unvol Flex Relations allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Unvol Flex Relations to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.
Impact
- Share sales data across individuals and teams
- Focus attention on the most profitable deals
- Bring new sales representatives up to speed
- Present effective presentations and proposals to customers
- Monitor quota progress and business performance
Customer Support
Acquiring new customers is much more expensive than selling to existing ones. With Unvol Flex Relations customer support, companies have the confidence that customer cases will be handled quickly and effectively. Unvol Flex Relations customer support centralizes customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies can defray customer support costs with the Customer Self-Service Portal.
Impact
- Measure the responsiveness of customer support
- Share information across individuals and teams
- Understand frequency of incidents to improve product quality
- Centrally manage and share all customer service issues
Marketing Automation
Unvol Flex Relations closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.
Impact
- Captures leads directly into CRM System
- Create and execute campaigns across marketing channels
- Measures return on investment of campaigns



