1. Critical Requirements
   1. Lead Entry Process
      1. Methods Of Entry
         1. Critical Functions
            1. New Lead Campaign
            2. Assign BDR Manager as Owner
            3. Split First & Last Name
            4. Phone Status Check
            5. Mobile VS Landline
            6. Good VS Bad
            7. Email Status Check
            8. Good VS Bad
            9. Deliver Offer via SMS and/or Email
            10. Decision Diamond based on contact info validity
            11. New Lead Alert to Dialer
            12. Dialer
            13. Two Way Integration with CRM
            14. Alert Pane
            15. By Group
            16. By Lead Owner
            17. Custom Alert message
            18. Alert Claiming Rules
            19. On Click Alert Claim
            20. Alert Disappears for all other users once Claimed
            21. Automated Lead Ownership
            22. Tools
            23. Access to CRM
            24. Contact Record
            25. Tasks
            26. Opportunity
            27. Notes
            28. Appointments
            29. Call Outcomes
            30. Trigger CRM actions
            31. Tagging
            32. Customized Access to CRM tags
            33. Notes
            34. Stored in CRM contact
            35. Recorded VM
            36. SMS
            37. SMS history saved in CRM under contact
            38. Intelligent List Dialing
            39. Dynamically Updated from CRM
            40. Intelligent Dynamic Dialing
            41. Dynamically Updated from CRM
            42. Call Recording
            43. Recording Saved in CRM under contact
            44. Callback tools
            45. Set date/time
            46. Dialer Alert Reminders
            47. Custom Caller ID
            48. Custom Calling Device
            49. Critical Functions
            50. Manual Entry
            51. Customizable Forms
            52. Tagged Fields
            53. Custom Fields
   2. Contact Management
      1. Contact Data
         1. Critical Features
            1. Full Contact Info
            2. Mailing vs Shipping Address
            3. Split First & Last Name
            4. Phone
            5. Email
            6. UTM Data
            7. GaContent
            8. GaSource
            9. GaMedium
            10. GaTerm
            11. GaCampaign
            12. GaReferurl
            13. Gclid
            14. IP Address
            15. Inbound Method
            16. Phone Call
            17. Form Submission
            18. Web Chat
            19. Walkin
   3. Lead Nurturing
      1. Lead Nurturing
         1. Critical Functions
            1. Communication Tools
            2. Call Center
            3. First Come First Serve Pool for Imediate Post Form Contact
            4. Click To Call
            5. Calls recorded and stored with contact
            6. Tagging From Dialer
            7. Call Outcomes From Dialer
            8. Automation
            9. Trigger Campaigns
            10. Update Custom Fields
            11. Notes From Dialer
            12. Task Asignment From Dialer
            13. Call Back Reminders From Dialer
            14. Call directly From Contact in CRM
            15. Full MMS Management
            16. Campaign Management
            17. Enterprise email engine
            18. High/manageable deliverability
            19. Dependable transactional emailing
            20. Fully featured campaign sending with full API
            21. Actionable Event Webhooks
            22. Sync with Gmail
            23. Powerful email composer
            24. Full (Kitchen Sink) editor
            25. Fully Featured Template system
            26. Merge tags
            27. Custom Fields
            28. Contact
            29. Signature
            30. Powerful Analytics
            31. Campaign builder/sending
            32. Powerful Drag & Drop Campaign Builder
            33. Full sequence builder
            34. Decision Diamond from Contact, Tags, Custom Fields
            35. Triggered by:
            36. Web Form Submitted
            37. Tags Added
            38. Landing Page Events
            39. Email Events
            40. Internal Form Submitted
            41. Pipeline Stage Moved
            42. Lead Score Achieved
            43. API
            44. Timers
            45. Delay Timer
            46. Date Timer
            47. Field Timer
            48. Campaign Processes
            49. Apply/Remove Tag
            50. Apply Note
            51. Create Task
            52. Create Appointment
            53. Set Field Value
            54. Assign Owner
            55. Create Opportunity
            56. Send HTTP Post
            57. Add to Sequence
            58. Mix human & automation triggers in campaigns
            59. Automated Call Back Sequence with custom notes
            60. Custom Call Backs triggered from event listeners
            61. Full Spam Compliance
            62. Postcards
            63. Connect to 3rd Parties
            64. Physical Catalogs W/Handwritten memos
            65. Connect to 3rd Parties
            66. Callout
   4. Pipeline Management
      1. Pipeline
         1. Critical Functions
            1. Opportunities
            2. Stages
            3. Checklist for Stages
            4. Product Specific Pipelines
            5. Notes
            6. Next Follow Up Action
            7. Owner Management
            8. Forecasted
            9. Forecasted Close Date
            10. Forecasted Revenue
            11. Commit To Forecast? Yes/No
            12. Product Selection
            13. Custom Fields
            14. Tags
            15. Communication From Opportunity
            16. Email
            17. Click To Call
            18. SMS
            19. Quote/Order Management
            20. Launch Ulrich CPQ
            21. Store Quotes By Version
            22. Relaunch Existing Quotes
            23. Order Management
            24. Store Order with values
            25. Product
            26. Purchase Total
            27. PDF of Invoice
            28. Order Date
            29. Payment Type
            30. RTO
            31. Finance
            32. Cash
            33. Referral Data
            34. Quotes/Orders available in Campaigns
   5. Reporting/Integ
      1. Reports/Integrations
         1. Critical Reports
            1. Marketing
            2. Sales
            3. Close Rates
            4. Average Unit Value
            5. Avg Time To Close
            6. By Campaign
            7. By Ad
            8. By Keyword
            9. By Inbound Method
            10. By Product
            11. By Territory
            12. By Rep
            13. Full Stage/Pipeline
            14. BDR Manager
            15. Activity
            16. Calls
            17. Total Calls
            18. Total Time
            19. Average Time
            20. Averate time to first call
            21. Calls to transfers
            22. Calls To Sales
            23. Tasks
            24. Transfers
            25. Count
            26. By product category
            27. By Transfer Type
            28. To Sales Results
            29. Total Sales
            30. Average Unit Value
            31. Full Stage/Pipeline
            32. Designer Manager
            33. Monthly Quota Progress
            34. Tasks Due Today
            35. Tasks
            36. Full Stage/Pipeline
            37. Stores
            38. Monthly Quota Progress
            39. Traffic
            40. Calls
            41. Tasks
            42. Full Stage/Pipeline
            43. Critical Functions
            44. API
            45. Powerful Documented API
            46. Internal Non-Dev HTTP/Webhooks configurator
            47. Robust Ecosystem of Third Party plugins and developers
            48. Plays well with Ulrich ERP/Intranet