Tour de Force Platinum CRM & SFA Solution

Outlook® based Customer Relationship Management - Sales Force Automation
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General Features

Account Management Activity Management Administrative Interface Contact Management Email Logging Expense Management Marketing Campaign Mobile Connection Opportunity Management Outlook Integration Project Management Reporting-Exporting Support Management System Architecture Task Management Template Management


Customer Relationship Management is the strategy that defines how you and your organization will manage the life cycle of a customer relationship.


Tour de Force Account Management

Better Lead Management by Reps & More Efficient Sales Management

Tour de Force is an Account-centric environment unlike most legacy contact management systems such as ACT! and Goldmine, which are primarily based around a contact-centric environment. Tour de Force is designed with the Account record as the primary record within the system to which all other records and items are linked.

Tour de Force was designed with the business-to-business sales company in mind. An Account within Tour de Force usually represents a relationship with another company with which your company does business.

Account Hierarchy

Accounts can be "parents" to virtually any item in the Tour de Force hierarchy. This fact allows you to link virtually unlimited information to an Account while the Account itself remains unchanged.

Account Packages contain the Accounts, Appointments, Contacts, Documents, Email, Expenses,Notes, Opportunities, Sales Activities, Support items, and the Tasks folders associated with an Account.


Number of Account Packages Needed Depends On:

Organizations typically create an Account Package for each sales territory or salesperson in the company.

  1. the level of information that needs to be shared within a company,

  2. the degree of security required in the organization,

  3. the level of synchronization needed for offline or remote users,

  4. and the flexibility required for exporting and reporting data.



Tour de Force Account Management

  • User-Defined Fields
    Virtually unlimited capability to profile Accounts through the design, set-up and management of User-defined Fields (UDF's) and/or Categories

  • Outlook Integration
    Custom views available within Outlook® to view all Accounts by UDF's/Categories

  • Account Management
    Control of Account add/edit/delete capabilities through User permissions

  • Single-view access to all Account/Contact activities

  • Integrated SIC (Standard Industry Classification)/NAICS (North American Industry Classification System) look-up for all Accounts

  • Business System Integration
    Integration of key sales and financial data from your business operating system through use of Tour de Force Business System Integration modules.

  • Business System Integration Modules Available
    Tour de Force Business System Integration modules available for • Activant - Acclaim • Activant - DISC • Activant – Eclipse • Activant – P21 • Activant – Prelude • CAMM • FourthShift • Infor – SX Enterprise • Infor – TakeStock • Infor – Syteline • Infor – FACTS • Made 2 Manage • MS Dynamics SL • MS Dynamics NAV • Oracle S4 • QuickBooks Enterprise • SAP • Streamline • Sage - MAS 90/200/500 • Sage - Timberline • Tribute • TruLinx • Other Custom Connectors to Legacy Unix based systems