Groupion - Features

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Groupion combines a multitude of tools and features, which make it the perfect platform to design and automate various processes. Here's a selection of tools and features, which Groupion includes.

Coordination

Case Management Central management of all business cases and service incidents. Record working times, material and expenses. Automated billing. Assignment of Tasks Timekeeping. Target-performance comparison. Creation of project trees. Shared Calendar Invite and manage participants Identify free time slots for meetings Classify and categorize event types Reminder and Follow-ups Progress control. Follow-up of dead-lines and due dates. Associate reminder with affected objects and transactions.

Communication

Business-oriented E-mail Access POP3 and IMAP accounts. Archive and organize your electronic correspondence. Flexible storage for shared and personal messages. Newsletter Management Create mailing lists based on contact groups and categories. Send newsletters. Extensible with individual add-ons or functions, e.g. tracking of mailing receivers or generation of individual content. Telephony Integration Connection of telephone appliances via individual APIs. Auto-dial function. Export of address books for telephone handsets.

Sales

Lead Management Gathering and evaluation of leads and opportunities. Gathering of sales activities and communication. Fast review of the complete sales pipeline. Offer Management and Billing Use articles directly from the stock calculation module. Strict separation of data and representation. Customizable workflows and feature, such as currency conversion, down-payments, etc. Definition of individual PDF output formats. Customer Management 360-degree view on all customer processes. Management of payment conditions and locations Overview on contact persons within the company. Campaign Management Central management of all relevant information to run a marketing campaign. Distribution of campaign-specific tasks. Recording of costs and efforts. Evaluation of campaign results and recipient feedback. Contract Management Central management of all contracts. Definition of individual contract classes and forms. Creation of custom PDF print-outs.

Resource Management

Stock Evaluation Verwaltung von Bestellungen und Lieferungen. Transaction Monitoring Check transactions based on the serial number of the articles. Stock Management Manage multiple stocks. Management of reclamations. Assembly Management Management of orders and deliveries. Fast recording of articles with barcode scanners. Procurement Management of orders and deliveries. Fast recording of articles with barcode scanners. Examination of deliveries, quality and punctuality.

Information Management

Individual Reports Create individual charts for your portal view Generate custom reports as CSV, XML, PDF or spreadsheet. Filtering and Search System-wide tagging for all Groupion object. Individual filters and search for views. Object-based criteria such as category, status or group allocation. Central Contact Management Separated data management for companies and individuals. Representation of complex contact structures. Management of contract groups. Data Import and Export Support of vCard, iCal, CSV or XML. XML-based definition of individual export formats. Central File Repository Integration versioning system File sharing Notes and Bookmarks Storage of personal and shared notes. Shared bookmark management.

System Features

Object-orientation Compact business logic, structured into 23 object classes. Creation of loose associations between different objects. Each object can be extended with additional data fields, functions and events. Individual Portals and Mash-ups Create custom Gadgets for the Groupion portal page. Enhance existing Groupion objects by adding custom Gadgets to each object view. Integrate external functions and display additional information. Individual APIs Communication with external systems via customised interfaces or web services. Easy integration of web forms. Define custom export templates. iPhone and Android Support Native iPhone support with special Groupion Mobile touch interface. Stay connected with every Internet-enabled device! Flexible Group and User Management Innovative 3-tier permission system. LDAP support. Supports temporary accounts for customers and suppliers. Multiple Languages Switch language with a single click. 10 different languages. UTF-8 support incl. Asian symbols.

Case Management

Track, evaluate and execute business cases in an integrated and holistic tool. You can design individual workflows and automate them from the assignment of a manager to the creation of the invoice for the customer.

Central management of all business cases and service incidents.
Record working times, material and expenses.
Automated billing.

Assignment of Tasks

Organize and manage the tasks in your team more efficiently and assign them to other users with only a few clicks. Keep track of the effort that went into the task and complete your projects on time.

Timekeeping.
Target-performance comparison.
Creation of project trees.

Shared Calendar

Coordinate the schedule of your team members, find empty time slots for meeting and never miss a deadline again.

Invite and manage participants
Identify free time slots for meetings
Classify and categorize event types

Reminder and Follow-ups

The daily follow-up of your business is one of the most elemental functions of your personal information management. Groupion not only serves a central and simple to use tool to manage reminders, but also gives you the possibility to link them with the affected objects and transactions. This way you can simply follow-up delegated tasks or instantly add contacts to your call-back list.

Progress control.
Follow-up of dead-lines and due dates.
Associate reminder with affected objects and transactions.

Business-oriented E-mail

With Groupion you can not only read and write e-mails, but you can also trigger and automate follow up processes. Especially useful are Groupion’s various ways of managing e-mails: Instead of structuring e-mails “old-fashioned” inside a rigid and inflexible folder structure, you can assign e-mails directly to affected groups, mark them with tags, or link them with other transactions or objects.

Access POP3 and IMAP accounts.
Archive and organize your electronic correspondence.
Flexible storage for shared and personal messages.

Newsletter Management

Sending newsletters and mailings is quite easy! Groupion does not only offer an easy to use mailing functionality with integrated template management, but also allows you to create complex campaigns with individual functions and workflows, e.g. for sending individual vouchers or audience-specific mailings.

Create mailing lists based on contact groups and categories.
Send newsletters.
Extensible with individual add-ons or functions, e.g. tracking of mailing receivers or generation of individual content.

Telephony Integration

Due to Groupions flexible API, it is possible to integrate virtually any IT system, depending on the capabilities of the other system. Connecting your local telephone system not only enables you to realize handy functions, such as caller identification or desktop integration, but also gives you powerful ways of analysing your business communication, e.g.: "Which caller dialled the support hotline (and should get an invoice afterwards)?"

Connection of telephone appliances via individual APIs.
Auto-dial function.
Export of address books for telephone handsets.

Lead Management

One central function for winning new projects and customers is the consistent recording or all sales opportunities and their systematic processing. This includes not only collecting all relevant information about the prospective project but also structuring and automating the sales process by standardized workflows, e.g. by automatically sending product information via e-mail or automatically creating offers based on the previously recorded customer requirements.

Gathering and evaluation of leads and opportunities.
Gathering of sales activities and communication.
Fast review of the complete sales pipeline.

Offer Management and Billing

The creation of offer, order and invoice documents will not bother you with Groupion. Templates will create the necessary documents using the data that you administer in Groupion with a single click. This way you save time and enables you to increase your team's revenue generation.

Use articles directly from the stock calculation module.
Strict separation of data and representation.
Customizable workflows and feature, such as currency conversion, down-payments, etc.
Definition of individual PDF output formats.

Customer Management

The customer management provides you with easy access to all elements and information associated with a customer – be it a simple e-mail or a service contract signed last year. This way you can create transparency and a sound basis for a long term success story.

360-degree view on all customer processes.
Management of payment conditions and locations
Overview on contact persons within the company.

Campaign Management

With Groupion you can carry out marketing campaigns, too. Among others it helps you to track costs and achieved results. You can also send out mass mailing to the recipients through the integrated mailing list feature.

Central management of all relevant information to run a marketing campaign.
Distribution of campaign-specific tasks.
Recording of costs and efforts.
Evaluation of campaign results and recipient feedback.

Contract Management

Interaction with other companies and organizations is often based on contractual relationships. Groupion helps you to manage your contracts efficiently and can create ready to print documents.

Central management of all contracts.
Definition of individual contract classes and forms.
Creation of custom PDF print-outs.

Stock Evaluation

Groupion does not only provide you with information regarding the amount of stocked items, but also evaluates your physical assets according to multiple common valuation methods.

Verwaltung von Bestellungen und Lieferungen.

Transaction Monitoring

Groupion automatically accounts for transactions such as incoming orders or completed production processes in compliance with audit requirements.

Check transactions based on the serial number of the articles.

Stock Management

The Groupion stock management gives you real time access to information regarding your stock items. It tracks production processes as well as depletions and helps you to automate your procurement.

Manage multiple stocks.
Management of reclamations.

Assembly Management

Groupion automatically accounts for material used in assembly processes. Based on parts lists, raw material is removed from your stock and finished products are added respectively.

Management of orders and deliveries.
Fast recording of articles with barcode scanners.

Procurement

Groupion helps you to evaluate and manage your supplies, automates the creation of order forms and tracks open orders as well as deliveries and incoming invoices.

Management of orders and deliveries.
Fast recording of articles with barcode scanners.
Examination of deliveries, quality and punctuality.

Individual Reports

Groupion lets you create customized reports to further analyze your business and the effects of your decisions. Always keep in mind, that only processes that are measured and evaluated can be controlled. iXML is your tool to transform raw data into useful information. If you want to analyze the average utilization of your storage, find out who made the most sales or calculate the average processing time of your support cases: the information is right there waiting for you - with iXML you will be able to get it!

Create individual charts for your portal view
Generate custom reports as CSV, XML, PDF or spreadsheet.

Filtering and Search

A large portion of your work efficiency depends from your ability to find and collect data as fast as possible. Groupion offers you various mechanisms and functions to structure your data and collect information, as well as ways to retrieve and evaluate this information.

System-wide tagging for all Groupion object.
Individual filters and search for views.
Object-based criteria such as category, status or group allocation.

Central Contact Management

Don’t waste time anymore looking for contacts or updating multiple databases. With Groupion you can manage your contacts more efficiently and then synchronize them with other applications such as MS Outlook.

Separated data management for companies and individuals.
Representation of complex contact structures.
Management of contract groups.

Data Import and Export

One of the most important abilities of effective information systems is the ability to handle the exchange of data with external data sources. By default, Groupion enables you to import and export various formats, such as CSV, iCal or vCard. In addition this you can also define completely individual export formats in order to make information exchange between different systems as smooth and simple as possible.

Support of vCard, iCal, CSV or XML.
XML-based definition of individual export formats.

Central File Repository

Often you might need to exchange files and documents with colleagues. With Groupion you can exchange files via the integrated file repository that automatically keeps track of new versions.

Integration versioning system
File sharing

Notes and Bookmarks

Easily create notes for yourself or publish them to provide information for others. With Groupion you can not only save your bookmarks and access them from anyplace, but you can also share your links with other colleagues. This way you can optimize the search for information and provide interesting resources to others.

Storage of personal and shared notes.
Shared bookmark management.

Object-orientation

All data and processes in Groupion are organized in objects, e.g. "companies", "orders" or "e-mails". In total, Groupion consists of 23 object classes. As all objects can be flexibly linked with each other, you can design complex business processes and create a holistic view of your data. For instance you associate "e-mails" with ongoing "business cases" or link a "reminder" together with an ongoing "opportunity".

Compact business logic, structured into 23 object classes.
Creation of loose associations between different objects.
Each object can be extended with additional data fields, functions and events.

Individual Portals and Mash-ups

Mash-ups and portals allow you to add additional data and functions to your Groupion platform. Not only can you create individual portal pages, but also define object-specific Gadgets and this way enrich the capabilities of your platform. For instance you could add individual charts and to your customer page and also display data from external data sources, e.g. your accounting software.

Create custom Gadgets for the Groupion portal page.
Enhance existing Groupion objects by adding custom Gadgets to each object view.
Integrate external functions and display additional information.

Individual APIs

Complex IT-environments are based upon many different components. The efficiency and effectiveness of the whole system therefore depends on the individual components' ability to exchange and synchronize information. In this context Groupion acts as a perfect team player and allows you to define customized interfaces to enable data access for external applications.

Communication with external systems via customised interfaces or web services.
Easy integration of web forms.
Define custom export templates.

iPhone and Android Support

Thanks to modern web 2.0 technologies you can directly access your Groupion platform through your iPhone, iPad or Google Android smartphone! This way you can access all core functions – from e-mail to billing – anytime and anywhere!

Native iPhone support with special Groupion Mobile touch interface.
Stay connected with every Internet-enabled device!

Flexible Group and User Management

Groupion features a thought-through management system in order to specify permissions and groups in an uncomplicated yet flexible manner.

Innovative 3-tier permission system.
LDAP support.
Supports temporary accounts for customers and suppliers.

Multiple Languages

At present Groupion supports ten different languages. For Semitic languages such as Farsi (Persian) the complete user interface layout is vertically mirrored from right to left.

Switch language with a single click.
10 different languages.
UTF-8 support incl. Asian symbols.

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