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This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. 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Everything is completely accessible from your Android or iOS device and integrated with Office365 &amp; G Suite.</p>\r\n\r\n&nbsp;\r\n\r\n<ul>\r\n<li>CRM - Track the complete sales process and close more deals.</li>\r\n<li>Project Management - Collaborate on tasks, manage timesheets, and log expense reports.</li>\r\n<li>Online Invoicing - A billing system to send and receive online payments from anywhere.</li>\r\n<li>Web Help Desk - A powerful ticketing system to deliver stellar customer support.</li>\r\n<li>Expense Reports - Mobile expense reporting &amp; simple approval workflow tools.</li>\r\n<li>Field Service - Generate work orders, dispatch employee, and invoice for the job.</li>\r\n<li>Procurement - Supply chain management with vendor tracking, purchasing, and inventory.</li>\r\n<li>Order Management - Capture sales orders, track inventory &amp; shipping, and invoice customers.</li>\r\n</ul>\r\n","shortDescription":"Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. 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In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. 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Our friendly expert support team are here for you every day, every step of the way.</li>\r\n<li>MANAGE YOUR SALES PIPELINE AND CREATE REPORTS - Track bids, deals, proposals and other opportunities. See where your future income is coming from. Create reports and gain insight on your sales pipeline.</li>\r\n<li>CUSTOMIZE CAPSULE - Customize Capsule by adding the data fields you need and define processes for your team to follow. Create custom categories using tags such as vendor, lead and customer.</li>\r\n<li>CAPSULE MOBILE - Access your Capsule account wherever you go. Capsule for mobile gives you access to your contacts, tasks, opportunities, cases and more for both Android and iPhone.</li>\r\n</ul>\r\n","shortDescription":"Capsule CRM is the smart simple online CRM - build stronger customer relationships, make more sales and save time","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":14,"sellingCount":7,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Capsule CRM","keywords":"your, Capsule, tasks, contacts, team, Create, with, just","description":"\r\n<ul>\r\n<li>GET A COMPLETE VIEW OF YOUR BUSINESS - Store and manage all your business contacts in one place. All relationships, not just customers. Manage contacts, leads, customers, vendors and more.</li>\r\n<li>MAKE SURE THINGS GET DONE - Create tasks and shar","og:title":"Capsule CRM","og:description":"\r\n<ul>\r\n<li>GET A COMPLETE VIEW OF YOUR BUSINESS - Store and manage all your business contacts in one place. 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In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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No coding or stress necessary.\r\n<span style=\"font-weight: bold;\">Drag. Drop. Editing made easy.</span>\r\nOur editor makes it easy to customize an email template and design professional, mobile-responsive emails that look great on every device.\r\n<span style=\"font-weight: bold;\">Drive more sales in less time. Automatically.</span>\r\nEmail Marketing Automation keeps your audience engaged and builds strong customer relationships:\r\n<ul> <li>Greet new subscribers with a timely welcome email</li> <li>Trigger email series based on where contacts click</li> <li>Segment contacts to send the right message every time</li> <li>Automatically resend emails to non-openers</li> <li>Expand your reach with powerful list-building tools</li> </ul>\r\n<span style=\"font-weight: bold;\">Open the door to eCommerce email marketing</span>\r\nOur Email Marketing for eCommerce tools is built to help your online store grow. Find new customers, keep them engaged, and keep them coming back for more with segmented and automated emails. We offer everything you need to turn leads into contacts into loyal customers.\r\n<span style=\"font-weight: bold;\">Contact management, with less of the “management.”</span>\r\nUpload contact lists from Excel, Outlook, Salesforce — or wherever you store your contacts—and our easy-to-use email marketing tools handle the rest. Unsubscribes, bounces, and inactive emails update automatically. Then use our email list-building tools to add new contacts in-person, on your website, from Facebook and more.\r\n<span style=\"font-weight: bold;\">Track your email marketing results in real-time. Improve them in no time.</span>\r\nOur email marketing service provides real-time tracking tools that report who's opening, clicking, and sharing your emails — so you can plan your next steps.\r\n<span style=\"font-style: italic;\">For even more effective email marketing campaigns:</span>\r\nSegment contacts based on the content they click to create more targeted lists and deliver more relevant emails. While you’re at it, reach more fans by automatically posting emails to your social networks.\r\n<span style=\"font-weight: bold;\">Make your email marketing work even harder.</span>\r\nGo beyond the inbox and connect with customers in new ways—like live events, donations, coupons, online surveys, and more — to drive more business. Plus, Constant Contact lets you manage it all in one place.","shortDescription":"Create email marketing campaigns like a pro with our easy-to-use features.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":11,"sellingCount":12,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Constant Contact","keywords":"","description":"<span style=\"font-weight: bold;\">Emails built for your business — and your industry</span>\r\nOur modern, mobile-optimized templates and drag-and-drop editor make it easy to create, customize, and send professional emails that work for your industry — from retai","og:title":"Constant Contact","og:description":"<span style=\"font-weight: bold;\">Emails built for your business — and your industry</span>\r\nOur modern, mobile-optimized templates and drag-and-drop editor make it easy to create, customize, and send professional emails that work for your industry — from retai","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Constant_Contact_Logo.png"},"eventUrl":"","translationId":5543,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[],"valuesByTemplateId":{"3":{"1835":{"id":12096,"characteristicId":1835,"templateId":3,"value":true},"1837":{"id":12097,"characteristicId":1837,"templateId":3,"value":"Landing"},"1839":{"id":12098,"characteristicId":1839,"templateId":3,"value":true},"1841":{"id":12099,"characteristicId":1841,"templateId":3,"value":true},"1843":{"id":12100,"characteristicId":1843,"templateId":3,"value":true},"1845":{"id":12101,"characteristicId":1845,"templateId":3,"value":"N/A"},"1847":{"id":12102,"characteristicId":1847,"templateId":3,"value":true},"1849":{"id":12103,"characteristicId":1849,"templateId":3,"value":true},"1851":{"id":12104,"characteristicId":1851,"templateId":3,"value":true},"1853":{"id":12105,"characteristicId":1853,"templateId":3,"value":true},"1855":{"id":12106,"characteristicId":1855,"templateId":3,"value":true},"1857":{"id":12107,"characteristicId":1857,"templateId":3,"value":true},"1859":{"id":12108,"characteristicId":1859,"templateId":3,"value":"N/A"},"1861":{"id":12109,"characteristicId":1861,"templateId":3,"value":"N/A"},"1863":{"id":12110,"characteristicId":1863,"templateId":3,"value":"N/A"},"1865":{"id":12111,"characteristicId":1865,"templateId":3,"value":"N/A"},"1867":{"id":12112,"characteristicId":1867,"templateId":3,"value":"N/A"},"1869":{"id":12113,"characteristicId":1869,"templateId":3,"value":"N/A"},"1871":{"id":12114,"characteristicId":1871,"templateId":3,"value":"N/A"},"1873":{"id":12115,"characteristicId":1873,"templateId":3,"value":"N/A"},"1875":{"id":12116,"characteristicId":1875,"templateId":3,"value":"N/A"},"1877":{"id":12117,"characteristicId":1877,"templateId":3,"value":true},"1879":{"id":12118,"characteristicId":1879,"templateId":3,"value":true},"1881":{"id":12119,"characteristicId":1881,"templateId":3,"value":true},"1883":{"id":12120,"characteristicId":1883,"templateId":3,"value":"N/A"},"1885":{"id":12121,"characteristicId":1885,"templateId":3,"value":true},"1887":{"id":12122,"characteristicId":1887,"templateId":3,"value":true},"1889":{"id":12123,"characteristicId":1889,"templateId":3,"value":true},"1891":{"id":12124,"characteristicId":1891,"templateId":3,"value":true},"1893":{"id":12125,"characteristicId":1893,"templateId":3,"value":"Yes"},"1895":{"id":12126,"characteristicId":1895,"templateId":3,"value":"Yes"},"1897":{"id":12127,"characteristicId":1897,"templateId":3,"value":true},"1899":{"id":12128,"characteristicId":1899,"templateId":3,"value":"Excel, Outlook"},"1901":{"id":12129,"characteristicId":1901,"templateId":3,"value":true},"1903":{"id":12130,"characteristicId":1903,"templateId":3,"value":true},"1905":{"id":12131,"characteristicId":1905,"templateId":3,"value":"N/A"},"1907":{"id":12132,"characteristicId":1907,"templateId":3,"value":"N/A"},"1909":{"id":12133,"characteristicId":1909,"templateId":3,"value":true},"1911":{"id":12134,"characteristicId":1911,"templateId":3,"value":true},"1913":{"id":12135,"characteristicId":1913,"templateId":3,"value":true},"1915":{"id":12136,"characteristicId":1915,"templateId":3,"value":"N/A"},"1917":{"id":12137,"characteristicId":1917,"templateId":3,"value":"N/A"},"1919":{"id":12138,"characteristicId":1919,"templateId":3,"value":true},"1921":{"id":12139,"characteristicId":1921,"templateId":3,"value":true},"1923":{"id":12140,"characteristicId":1923,"templateId":3,"value":"N/A"},"1925":{"id":12141,"characteristicId":1925,"templateId":3,"value":"N/A"},"1927":{"id":12142,"characteristicId":1927,"templateId":3,"value":"60"}}}},{"id":1137,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Freshsales_CRM.png","logo":true,"scheme":false,"title":"Freshsales CRM","vendorVerified":0,"rating":"1.40","implementationsCount":2,"suppliersCount":0,"alias":"freshsales-crm","companyTypes":[],"description":"\r\n<p><span style=\"font-weight: bold;\">Manage leads minus the clutter</span> Automatically capture your website visitors as sales leads and group them based on their engagement with your website. Assign them to the right salespeople on your team. Reach out to each lead with complete context and an informed call-to-action.</p>\r\n<p><span style=\"font-weight: bold;\">360&deg; customer view</span> Access customers&rsquo; social profiles, identify customer touchpoints (website, product, interactions, appointments), and more&mdash;from a single screen.</p>\r\n<p><span style=\"font-weight: bold;\">Lead scoring</span> Know which sales lead is hot and who&rsquo;s not, using lead scores. Prioritize follow-ups with data-backed insights.</p>\r\n<p><span style=\"font-weight: bold;\">Auto profile enrichment</span> Bid goodbye to manual data entry! When a lead is added in the sales CRM, their social profile information and photo are automatically updated in their profile.</p>\r\n<p><span style=\"font-weight: bold;\">Territories</span> Group your sales team by territories. Focus on areas where you&rsquo;re closing more deals, and identify territories with potential business.</p>\r\n<p><span style=\"font-weight: bold;\">Auto lead assignment</span> In each territory, let the sales CRM automatically assign leads to handpicked salespeople on your team.</p>\r\n<p><span style=\"font-weight: bold;\">Appointments, tasks, notes and files</span> Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files.</p>\r\n<p><span style=\"font-weight: bold;\">Smartforms (web-to-lead)</span> When a visitor fills your web form, they&rsquo;re automatically added as a new lead in Freshsales. Plus their profile is auto-enriched with lead score, social media information, and photo.</p>\r\n<p><span style=\"font-weight: bold;\">Dive deep into deals, close them faster</span> Transform your sales pipeline into a well-oiled revenue engine&mdash;organize, analyze, prioritize and close deals faster. Use the sales CRM to bring visibility and velocity to your pipeline.</p>\r\n<p><span style=\"font-weight: bold;\">Visual sales pipeline</span> With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline.</p>\r\n<p><span style=\"font-weight: bold;\">Deal status, at a glance</span> How many deals are under review? What is the value of these deals? Get these insights instantly from the deal stage bar.</p>\r\n<p><span style=\"font-weight: bold;\">Simple drag-and-drop navigation</span> Move deals across your sales pipeline with a simple drag and drop. Like organizing your filing cabinet.</p>\r\n<p><span style=\"font-weight: bold;\">Action-oriented follow-ups</span> Make calls and send emails to prospects right from the deals dashboard. You don&rsquo;t have to click into each deal to act on it.</p>\r\n<p><span style=\"font-weight: bold;\">Track deals on the go</span> Keep track of your deals from the palm of your hand, with the Freshsales mobile CRM app for Android and iOS.</p>\r\n<p><span style=\"font-weight: bold;\">Deal age</span> Create reports based on time taken to close deals. Optimize your sales process and improve your reps&rsquo; performance.</p>\r\n<p><span style=\"font-weight: bold;\">Multiple sales pipelines</span> Selling different products across different markets, with different sales processes? Create multiple pipelines in the sales CRM and keep track of every deal.</p>\r\n<p><span style=\"font-weight: bold;\">Know your visitors in real time</span> When your visitors make key decisions on your website and with your product, don&rsquo;t miss a beat. Get real-time analytics from the sales CRM to power your next conversation.</p>\r\n<p><span style=\"font-weight: bold;\">Website and in-app tracking</span> Which web pages are your prospects visiting? How do they interact with your product? Leverage these insights for smart conversations.</p>\r\n<p><span style=\"font-weight: bold;\">Activity timeline</span> Get a chronological timeline view of each prospect&rsquo;s activity, so your sales team can pick the right moments and close deals faster.</p>\r\n<p><span style=\"font-weight: bold;\">Behavior-based segmentation</span> Using the data collected by the sales CRM, segment a contact&rsquo;s activities and learn more about their engagement with your company.</p>\r\n<p><span style=\"font-weight: bold;\">Advanced lead scoring</span> Score leads based on their characteristics and behavior, so you know which leads are close to a sale and which others need nurturing.</p>\r\n<p><span style=\"font-weight: bold;\">Make quick, quality calls from your CRM</span> Buy numbers, assign them to your sales reps, and start making calls&mdash;all from the sales CRM. With automatic call logs, every call in Freshsales is captured; you can also manually log calls you receive outside Freshsales.</p>\r\n<p><span style=\"font-weight: bold;\">One click to call</span> No extra software/hardware costs. Just place calls with one click from inside Freshsales.</p>\r\n<p><span style=\"font-weight: bold;\">Entire conversation history</span> View all your conversations in one place. Make your next sales call or schedule an appointment from the same interface.</p>\r\n<p><span style=\"font-weight: bold;\">Assign numbers to your team</span> Purchase local and toll-free numbers from inside Freshsales and assign them to your sales reps so they can start calling right away.</p>\r\n<p><span style=\"font-weight: bold;\">Automatically log calls</span> Sit back and let the sales CRM automatically log all incoming and outgoing calls. Stop worrying about faulty call logs.</p>\r\n<p><span style=\"font-weight: bold;\">Personalize welcome and voicemail messages</span> Record a voicemail message inside Freshsales, upload a greeting, or type your voicemail message and let Freshsales convert it to audio.</p>\r\n","shortDescription":"With Freshsales CRM, your team can now use the leading results based on AI, built-in phone, email, activity capture and much more.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":3,"sellingCount":5,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Freshsales CRM","keywords":"your, sales, with, deals, Freshsales, from, lead, team","description":"\r\n<p><span style=\"font-weight: bold;\">Manage leads minus the clutter</span> Automatically capture your website visitors as sales leads and group them based on their engagement with your website. Assign them to the right salespeople on your team. Reach out to e","og:title":"Freshsales CRM","og:description":"\r\n<p><span style=\"font-weight: bold;\">Manage leads minus the clutter</span> Automatically capture your website visitors as sales leads and group them based on their engagement with your website. Assign them to the right salespeople on your team. Reach out to e","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Freshsales_CRM.png"},"eventUrl":"","translationId":1138,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[],"valuesByTemplateId":{"3":{"1835":{"id":7389,"characteristicId":1835,"templateId":3,"value":"N/A"},"1837":{"id":7390,"characteristicId":1837,"templateId":3,"value":"API, Web forms"},"1839":{"id":7391,"characteristicId":1839,"templateId":3,"value":true},"1841":{"id":7392,"characteristicId":1841,"templateId":3,"value":true},"1843":{"id":7393,"characteristicId":1843,"templateId":3,"value":"N/A"},"1845":{"id":7394,"characteristicId":1845,"templateId":3,"value":true},"1847":{"id":7395,"characteristicId":1847,"templateId":3,"value":true},"1849":{"id":7396,"characteristicId":1849,"templateId":3,"value":true},"1851":{"id":7397,"characteristicId":1851,"templateId":3,"value":"N/A"},"1853":{"id":7398,"characteristicId":1853,"templateId":3,"value":true},"1855":{"id":7399,"characteristicId":1855,"templateId":3,"value":true},"1857":{"id":7400,"characteristicId":1857,"templateId":3,"value":true},"1859":{"id":7401,"characteristicId":1859,"templateId":3,"value":true},"1861":{"id":7402,"characteristicId":1861,"templateId":3,"value":"N/A"},"1863":{"id":7403,"characteristicId":1863,"templateId":3,"value":true},"1865":{"id":7404,"characteristicId":1865,"templateId":3,"value":true},"1867":{"id":7405,"characteristicId":1867,"templateId":3,"value":true},"1869":{"id":7406,"characteristicId":1869,"templateId":3,"value":"N/A"},"1871":{"id":7407,"characteristicId":1871,"templateId":3,"value":"Yes"},"1873":{"id":7408,"characteristicId":1873,"templateId":3,"value":"N/A"},"1875":{"id":7409,"characteristicId":1875,"templateId":3,"value":true},"1877":{"id":7410,"characteristicId":1877,"templateId":3,"value":true},"1879":{"id":7411,"characteristicId":1879,"templateId":3,"value":true},"1881":{"id":7412,"characteristicId":1881,"templateId":3,"value":true},"1883":{"id":7413,"characteristicId":1883,"templateId":3,"value":"N/A"},"1885":{"id":7414,"characteristicId":1885,"templateId":3,"value":true},"1887":{"id":7415,"characteristicId":1887,"templateId":3,"value":"N/A"},"1889":{"id":7416,"characteristicId":1889,"templateId":3,"value":true},"1891":{"id":7417,"characteristicId":1891,"templateId":3,"value":"N/A"},"1893":{"id":7418,"characteristicId":1893,"templateId":3,"value":"Yes"},"1895":{"id":7419,"characteristicId":1895,"templateId":3,"value":"Yes"},"1897":{"id":7420,"characteristicId":1897,"templateId":3,"value":"N/A"},"1899":{"id":7421,"characteristicId":1899,"templateId":3,"value":"N/A"},"1901":{"id":7422,"characteristicId":1901,"templateId":3,"value":"N/A"},"1903":{"id":7423,"characteristicId":1903,"templateId":3,"value":"N/A"},"1905":{"id":7424,"characteristicId":1905,"templateId":3,"value":"N/A"},"1907":{"id":7425,"characteristicId":1907,"templateId":3,"value":"N/A"},"1909":{"id":7426,"characteristicId":1909,"templateId":3,"value":"N/A"},"1911":{"id":7427,"characteristicId":1911,"templateId":3,"value":true},"1913":{"id":7428,"characteristicId":1913,"templateId":3,"value":"N/A"},"1915":{"id":7429,"characteristicId":1915,"templateId":3,"value":"N/A"},"1917":{"id":7430,"characteristicId":1917,"templateId":3,"value":"N/A"},"1919":{"id":7431,"characteristicId":1919,"templateId":3,"value":"N/A"},"1921":{"id":7432,"characteristicId":1921,"templateId":3,"value":"N/A"},"1923":{"id":7433,"characteristicId":1923,"templateId":3,"value":"N/A"},"1925":{"id":7434,"characteristicId":1925,"templateId":3,"value":"N/A"},"1927":{"id":7435,"characteristicId":1927,"templateId":3,"value":"30"}}}},{"id":1142,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/HubSpot_CRM.png","logo":true,"scheme":false,"title":"HubSpot CRM","vendorVerified":0,"rating":"1.00","implementationsCount":1,"suppliersCount":0,"alias":"hubspot-crm","companyTypes":[],"description":"Manage your pipeline and speed up your sales team with the CRM that’s free, forever.\r\nYour sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.\r\nHubSpot CRM automates the tasks salespeople hate and takes minutes to learn – not months. That means doing more deals and less data entry.\r\nPlus, interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work.\r\nBest of all, you can enjoy up to 1,000,000 contacts, users, and storage without any expiration date – whether you're a team of 1 or 1,000.\r\nHubSpot’s free CRM makes staying organized effortless.\r\nManage your pipeline with total visibility.\r\nGet an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard.\r\nYou can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas you set.\r\nSort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.\r\nLog sales activity automatically.\r\nHubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call\r\nSync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens.\r\nSee everything about a lead in one place\r\nGo way beyond names and job titles. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes\r\nYou’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off\r\nSync up with HubSpot Marketing, and you’ll know which content your lead has consumed so you can personalize your approach\r\nUse with HubSpot's sales software, and skyrocket productivity\r\nContacts and deals are only the beginning. HubSpot CRM is part of a full suite of sales productivity tools that sync up with your inbox and make every part of selling easier\r\nSend Personalized Sequences\r\nQueue up a series of emails and deliver them to a prospect on a schedule you set\r\nCreate and Measure Email Templates\r\nTurn repetitive emails into templates you can send in seconds. Then track performance and share the best ones with your team\r\nGet Real-Time Notifications\r\nKnow the instant a prospect opens an email or downloads an attachment so you can follow up when you’re top-of-mind\r\nEnrich Contact Records Automatically\r\nGet insights your sales team will actually use by automatically populating contact records with details from our database of over 20 million businesses\r\nPlace Calls From Inside the CRM\r\nCall with a click and choose whether or not to record the conversation. A log is automatically saved on your contact’s timeline\r\nBook More Meetings\r\nSet your availability and get a shareable link that syncs with your calendar and lets leads pick a time that works for everyone.","shortDescription":"HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Yes, it's 100% free, forever.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":1,"sellingCount":15,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"HubSpot CRM","keywords":"with, your, HubSpot, sales, automatically, deals, team, that","description":"Manage your pipeline and speed up your sales team with the CRM that’s free, forever.\r\nYour sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.\r\nHubSpot CRM automates the tasks salespeople hate a","og:title":"HubSpot CRM","og:description":"Manage your pipeline and speed up your sales team with the CRM that’s free, forever.\r\nYour sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.\r\nHubSpot CRM automates the tasks salespeople hate a","og:image":"https://old.roi4cio.com/fileadmin/user_upload/HubSpot_CRM.png"},"eventUrl":"","translationId":1143,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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Insightly can help you capture more leads, no matter where they come from. Scan business cards with our mobile CRM app, add lead capture forms to your website, turn emails into new leads with Gmail and Outlook add-ins, or import new leads from hundreds of other applications with ease.</p>\r\n<p>Lead Routing. Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source origin, emails, phone calls, meetings and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on the right leads while they&rsquo;re still hot.</p>\r\n<p>Opportunity Management. Accelerate the sales process at every step so you can see at a glance the last actions on an opportunity, as well as next steps for moving every deal forward. Send off sales-ready emails from automated templates with just one click. Be alerted when a customer opens or clicks an email &ndash; all from within a sales opportunity.</p>\r\n<p>Workflow Automation. Complex multi-step business processes can be modelled and automated with Insightly workflow automation. Create email alerts for assigned opportunities, create or update records, or generate tasks for others when opportunities are won. You can even execute custom business logic to sync external systems from SAP, Oracle and others. Insightly intelligently works in the background to orchestrate and coordinate your processes so nothing is missed.</p>\r\n<p>Send, Track and Save Emails. Create and send emails from within Insightly in a few clicks, or send out bulk emails to a list of contacts or leads with ease. Insightly tracks email delivery to customers in real-time and notifies you when they are opened, forwarded or clicked. We even monitor open and click statistics for all email templates, so you can choose the best template at a glance for outgoing emails.</p>\r\n<p><span style=\"font-weight: bold;\">BUILD RELATIONSHIPS</span></p>\r\n<p>Comprehensive Contact Management. Access everything you need to know about a lead or customer from a single page. Get a 360 view of a contact&rsquo;s communications history, key relationships, events and tasks, social profiles, sales opportunities and project involvement. Insightly gives you the complete contact management picture whether you&rsquo;re in the office or on the go. Our free mobile CRM app puts prospect and customer insights at your fingertips.</p>\r\n<p>Discover Richer Relationships. Insightly uses a unique relationship graph engine to automatically capture the links between contacts, organizations and the business relationships they share, whenever Gmail or Microsoft emails are saved to Insightly. We extend network connections by linking contacts to sales opportunities, projects, and day-to-day communications. So you can craft more persuasive and personalized pitches&hellip; using details directly from customer relationship history.</p>\r\n<p>Automatically Populate Social Profiles. Insightly can automatically add social profiles and profile pictures from popular social networks when contacts are added to Insightly, giving you more insight into customer and partner interests. From a database of over 500 million social profiles, Insightly can accurately link social profiles to contacts and companies with just an email address or a website.</p>\r\n<p>Gmail and Outlook Integration. Our award winning integrations inside Gmail and Outlook mean you don&rsquo;t need to leave your email client to update your CRM. Create/update contacts, organizations, opportunities and projects. Or assign tasks and attach files, all without having to jump into another app. Boost productivity, schedule emails for sending, and even track email opens and clicks right from Outlook and Gmail.</p>\r\n<p>Mobile CRM App. Work from anywhere with our Android and iOS apps. Prepare for meetings by reviewing contact information, social profile connections, past work performed and won deals. Present with confidence knowing which relationships are important to the contacts you&rsquo;re about to pitch to.</p>\r\n<p><span style=\"font-weight: bold;\">DELIVER PROJECTS</span></p>\r\n<p>Tasks and Events. Coordinate employee, contractor, and partner activity with Insightly&rsquo;s built-in task and event management features. Create recurring tasks, schedule calendar appointments with leads or contacts, and link them to projects in just one click. Insightly can even sync events with Office 365 or G-Suite for seamless office productivity.</p>\r\n<p>Activity Sets. For repeatable processes in your organization, it&rsquo;s easy to create a templated set of tasks and events and apply them across multiple projects. Intelligently set dates on tasks and events in an activity set based upon a number of days in the future or past of a specific date. Attach activity sets to pipeline stages so when you advance to the next stage of a pipeline task owners are automatically notified of what needs to be done next.&nbsp;</p>\r\n\r\n&nbsp;\r\n&nbsp;","shortDescription":"Insightly is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":3,"sellingCount":19,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Insightly CRM","keywords":"Insightly, with, from, emails, contacts, leads, email, tasks","description":"\r\n<p>Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.</p>\r\n<p><span style=\"font-weight: bold;\">ACCELERATE SALES</span></p>\r\n<p>Capture Leads Anywhere. Insightly ","og:title":"Insightly CRM","og:description":"\r\n<p>Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.</p>\r\n<p><span style=\"font-weight: bold;\">ACCELERATE SALES</span></p>\r\n<p>Capture Leads Anywhere. Insightly ","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Insightly.png"},"eventUrl":"","translationId":1132,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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Let the software handle the follow-up, update your client records, and get you paid, while you focus on providing great service.\r\n<span style=\"font-weight: bold;\">Stop running your business out of your inbox</span>\r\nConnecting your Gmail or Outlook inbox to Keap automatically updates your Keap contact record with every sent or received email message.\r\n<span style=\"font-weight: bold;\">No more leads falling through the cracks</span>\r\nKeap software promptly responds to incoming leads and existing contacts by sending highly personalized communications that drive action or sales.\r\n<ul> <li>Set an automatic process for sending messages to new leads—being the first to respond sets you apart from the competition</li> <li>Save time by choosing from pre-written emails</li> </ul>\r\n<span style=\"font-weight: bold;\">Store client information including:</span>\r\n<ul> <li>Contact info like name, phone number, email, social media details, address(es), birthday</li> <li>Any shared files, documents, images, contract, proposals, folders</li> <li>History of all meetings, payments, quotes, conversations, emails, any logged notes</li> <li>Tags (for quick, easy categorization)</li> <li>Follow-up tasks</li> </ul>\r\n<span style=\"font-weight: bold;\">Master multitasking without trying</span>\r\nWith Keap, you personalize your messages then time your communications to send when new leads come in—even while you’re working with other clients.\r\n<span style=\"font-weight: bold;\">Collect the client data you need now</span>\r\nUse Smart Forms to help you collect the specific info you need right away when you add a new lead.","shortDescription":"Get better organized, be more efficient with your time, and delight your clients every step of the way.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":17,"sellingCount":12,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Keap CRM","keywords":"","description":"<span style=\"font-weight: bold;\">Ditch the spreadsheets</span>\r\nGet a tool that houses all your client activity and communications in one place. Let the software handle the follow-up, update your client records, and get you paid, while you focus on providing g","og:title":"Keap CRM","og:description":"<span style=\"font-weight: bold;\">Ditch the spreadsheets</span>\r\nGet a tool that houses all your client activity and communications in one place. Let the software handle the follow-up, update your client records, and get you paid, while you focus on providing g","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Keap_Logo.png"},"eventUrl":"","translationId":5545,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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With all your audience data in one place, you can create the content they’ll enjoy most.\r\n<ul> <li>Marketing CRM</li> <li>Audience dashboard</li> <li>Tags</li> <li>Segmentation</li> <li>Address finder</li> <li>Personalization</li> <li>Predicted demographics</li> </ul>\r\n<span style=\"font-weight: bold;\">Just starting out? We’ll help you find your people.</span>\r\nWe know what it’s like to start a business with big dreams for the future. We’ll help you build your brand and grow your audience while staying true to yourself.\r\n<ul> <li><span style=\"font-weight: bold;\">Signup Forms.</span> Use hosted, embedded, or pop-up forms to get new contacts.</li> <li><span style=\"font-weight: bold;\">Landing Pages.</span> Easily create pages that encourage signups and enable retargeting.</li> <li><span style=\"font-weight: bold;\">Social posts and ads.</span> Find new fans and build your following with ads and posting.</li> <li><span style=\"font-weight: bold;\">Lookalike audience finder.</span> Reach new people who are sure to love you.</li> </ul>\r\n<span style=\"font-weight: bold;\">Build your brand</span>\r\nLook like the business you want to be with tools that help you show off your brand in the best light wherever it lives online.\r\n<ul> <li>Domains</li> <li>Website builder</li> <li>Content studio</li> <li>Templates</li> </ul>\r\n<span style=\"font-weight: bold;\">Create integrated campaigns that stand out</span>\r\nWe make it easy to build, launch, and measure campaigns across channels. And with our Marketing CRM guiding your targeting, you can be sure you’re sending the right message to the right people at the right time.\r\n<ul> <li>Email</li> <li>Social media</li> <li>Landing pages</li> <li>Digital ads</li> <li>Postcards</li> <li>Automations</li> </ul>\r\n<span style=\"font-weight: bold;\">Get smarter as you go</span>\r\nWe analyze your audience engagement to help you market smarter with each campaign. Get help from real-time reports, built-in analytics tools, and personalized recommendations on what to do next.\r\n<ul> <li>Reports &amp; analytics</li> <li>Smart recommendations</li> <li>A/B testing</li> <li>Integrations</li> </ul>\r\n<span style=\"font-weight: bold;\">Connect everything you use</span>\r\nMailchimp is even more powerful when combined with the other apps and tools you use. 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The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[],"valuesByTemplateId":{"3":{"1835":{"id":12049,"characteristicId":1835,"templateId":3,"value":true},"1837":{"id":12050,"characteristicId":1837,"templateId":3,"value":"API, Web forms, Landing"},"1839":{"id":12051,"characteristicId":1839,"templateId":3,"value":true},"1841":{"id":12052,"characteristicId":1841,"templateId":3,"value":true},"1843":{"id":12053,"characteristicId":1843,"templateId":3,"value":"N/A"},"1845":{"id":12054,"characteristicId":1845,"templateId":3,"value":"N/A"},"1847":{"id":12055,"characteristicId":1847,"templateId":3,"value":"N/A"},"1849":{"id":12056,"characteristicId":1849,"templateId":3,"value":true},"1851":{"id":12057,"characteristicId":1851,"templateId":3,"value":true},"1853":{"id":12058,"characteristicId":1853,"templateId":3,"value":"N/A"},"1855":{"id":12059,"characteristicId":1855,"templateId":3,"value":true},"1857":{"id":12060,"characteristicId":1857,"templateId":3,"value":"N/A"},"1859":{"id":12061,"characteristicId":1859,"templateId":3,"value":"N/A"},"1861":{"id":12062,"characteristicId":1861,"templateId":3,"value":true},"1863":{"id":12063,"characteristicId":1863,"templateId":3,"value":"N/A"},"1865":{"id":12064,"characteristicId":1865,"templateId":3,"value":true},"1867":{"id":12065,"characteristicId":1867,"templateId":3,"value":"N/A"},"1869":{"id":12066,"characteristicId":1869,"templateId":3,"value":"N/A"},"1871":{"id":12067,"characteristicId":1871,"templateId":3,"value":"N/A"},"1873":{"id":12068,"characteristicId":1873,"templateId":3,"value":"N/A"},"1875":{"id":12069,"characteristicId":1875,"templateId":3,"value":"N/A"},"1877":{"id":12070,"characteristicId":1877,"templateId":3,"value":true},"1879":{"id":12071,"characteristicId":1879,"templateId":3,"value":"N/A"},"1881":{"id":12072,"characteristicId":1881,"templateId":3,"value":"N/A"},"1883":{"id":12073,"characteristicId":1883,"templateId":3,"value":"N/A"},"1885":{"id":12074,"characteristicId":1885,"templateId":3,"value":"N/A"},"1887":{"id":12075,"characteristicId":1887,"templateId":3,"value":"N/A"},"1889":{"id":12076,"characteristicId":1889,"templateId":3,"value":"N/A"},"1891":{"id":12077,"characteristicId":1891,"templateId":3,"value":"N/A"},"1893":{"id":12078,"characteristicId":1893,"templateId":3,"value":"Yes"},"1895":{"id":12079,"characteristicId":1895,"templateId":3,"value":"Yes"},"1897":{"id":12080,"characteristicId":1897,"templateId":3,"value":true},"1899":{"id":12081,"characteristicId":1899,"templateId":3,"value":"Outlook"},"1901":{"id":12082,"characteristicId":1901,"templateId":3,"value":"N/A"},"1903":{"id":12083,"characteristicId":1903,"templateId":3,"value":true},"1905":{"id":12084,"characteristicId":1905,"templateId":3,"value":true},"1907":{"id":12085,"characteristicId":1907,"templateId":3,"value":"N/A"},"1909":{"id":12086,"characteristicId":1909,"templateId":3,"value":true},"1911":{"id":12087,"characteristicId":1911,"templateId":3,"value":true},"1913":{"id":12088,"characteristicId":1913,"templateId":3,"value":"N/A"},"1915":{"id":12089,"characteristicId":1915,"templateId":3,"value":"N/A"},"1917":{"id":12090,"characteristicId":1917,"templateId":3,"value":"Additional"},"1919":{"id":12091,"characteristicId":1919,"templateId":3,"value":"N/A"},"1921":{"id":12092,"characteristicId":1921,"templateId":3,"value":"N/A"},"1923":{"id":12093,"characteristicId":1923,"templateId":3,"value":"N/A"},"1925":{"id":12094,"characteristicId":1925,"templateId":3,"value":"N/A"},"1927":{"id":12095,"characteristicId":1927,"templateId":3,"value":"N/A"}}}},{"id":5546,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Marketo_Logo.png","logo":true,"scheme":false,"title":"Marketo Engage","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"alias":"marketo-engage","companyTypes":[],"description":"<p>Marketo Engage, part of Adobe Experience Cloud, is a complete solution for lead management and B2B marketers looking to transform customer experiences by engaging across every stage of complex buying journeys. Natively supporting both demand and account-based marketing strategies, Marketo Engage brings together marketing and sales to orchestrate personalized experiences, optimize content, and measure business impact across every channel, from acquisition to advocacy.</p>\r\n<p><span style=\"font-weight: bold;\">Orchestrate Your Buyer's Journeys.</span></p>\r\n<p>Leverage rich behavioral data, built-in intelligence, and sophisticated journey flaws to identify, engage, and accelerate your best opportunities in concert with sales.</p>\r\n<p><span style=\"font-weight: bold;\">Personalize at Scale.</span></p>\r\n<p>Use predictive content, A/B testing, and personalization to deliver consistent and relevant experiences each and every time.</p>\r\n<p><span style=\"font-weight: bold;\">Engage Across Every Channel.</span></p>\r\n<p>Reach prospects and buyers across every channel including email, display, mobile, social, search, and offline to deliver timely, engaging experiences.</p>\r\n<p><span style=\"font-weight: bold;\">Prove and Improve Impact.</span></p>\r\n<p>Understand, prove, and optimize your marketing impact with comprehensive measurement and revenue attribution.</p>\r\n<p>&nbsp;</p>\r\n<p><span style=\"font-weight: bold;\">Choose the applications that fit your marketing today... and tomorrow</span></p>\r\n<ul>\r\n<li><span style=\"font-weight: bold;\">Marketing Automation.</span> Create, automate and measure campaigns across channels.</li>\r\n<li><span style=\"font-weight: bold;\">Account Insights &amp; Profiling.</span> Identify the right target accounts using data and AI.</li>\r\n<li><span style=\"font-weight: bold;\">Email.</span> Engage customers with relevant conversations in minutes.</li>\r\n<li><span style=\"font-weight: bold;\">Mobile.</span> Communicate with customers wherever they are.</li>\r\n<li><span style=\"font-weight: bold;\">Social.</span> Integrate social to find customers and make them advocates.</li>\r\n<li><span style=\"font-weight: bold;\">Digital Ads.</span> Target the right customers with personalized display ads.</li>\r\n<li><span style=\"font-weight: bold;\">Web.</span> Interact dynamically with customers on your website.</li>\r\n<li><span style=\"font-weight: bold;\">Marketing Analytics.</span> Prove &mdash; and improve &mdash; your impact on the business.</li>\r\n<li><span style=\"font-weight: bold;\">Predictive Content.</span> Give customers content they want automatically.</li>\r\n<li><span style=\"font-weight: bold;\">Marketo Sales Connect.</span> Drive more pipeline faster with Sales and Marketing coordinated engagements!</li>\r\n</ul>","shortDescription":"Marketo Engage is the world's leading solution for lead management and account-based marketing.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":20,"sellingCount":3,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Marketo Engage","keywords":"","description":"<p>Marketo Engage, part of Adobe Experience Cloud, is a complete solution for lead management and B2B marketers looking to transform customer experiences by engaging across every stage of complex buying journeys. Natively supporting both demand and account-bas","og:title":"Marketo Engage","og:description":"<p>Marketo Engage, part of Adobe Experience Cloud, is a complete solution for lead management and B2B marketers looking to transform customer experiences by engaging across every stage of complex buying journeys. Natively supporting both demand and account-bas","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Marketo_Logo.png"},"eventUrl":"","translationId":5547,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[],"valuesByTemplateId":{"3":{"1835":{"id":12190,"characteristicId":1835,"templateId":3,"value":"N/A"},"1837":{"id":12191,"characteristicId":1837,"templateId":3,"value":"Web forms, 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CRM and ERP capabilities — modern, intelligent cloud applications that help move your business forward.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":19,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Microsoft Dynamics 365","keywords":"","description":"\r\n<p><span style=\"font-weight: bold;\">Dynamics 365 for Sales</span></p>\r\n<p>Empower sellers with insights to personalize relationships, predict customer needs, and increase sales.</p>\r\n<p><span style=\"font-weight: bold;\">Dynamics 365 for Retail</span></p>\r\n<p>","og:title":"Microsoft Dynamics 365","og:description":"\r\n<p><span style=\"font-weight: bold;\">Dynamics 365 for Sales</span></p>\r\n<p>Empower sellers with insights to personalize relationships, predict customer needs, and increase sales.</p>\r\n<p><span style=\"font-weight: bold;\">Dynamics 365 for Retail</span></p>\r\n<p>","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Microsoft_Dynamics_365.png"},"eventUrl":"","translationId":1576,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[],"valuesByTemplateId":{"3":{"1835":{"id":7530,"characteristicId":1835,"templateId":3,"value":"N/A"},"1837":{"id":7531,"characteristicId":1837,"templateId":3,"value":"API, Web forms, Landing"},"1839":{"id":7532,"characteristicId":1839,"templateId":3,"value":true},"1841":{"id":7533,"characteristicId":1841,"templateId":3,"value":true},"1843":{"id":7534,"characteristicId":1843,"templateId":3,"value":true},"1845":{"id":7535,"characteristicId":1845,"templateId":3,"value":"N/A"},"1847":{"id":7536,"characteristicId":1847,"templateId":3,"value":true},"1849":{"id":7537,"characteristicId":1849,"templateId":3,"value":true},"1851":{"id":7538,"characteristicId":1851,"templateId":3,"value":true},"1853":{"id":7539,"characteristicId":1853,"templateId":3,"value":true},"1855":{"id":7540,"characteristicId":1855,"templateId":3,"value":true},"1857":{"id":7541,"characteristicId":1857,"templateId":3,"value":true},"1859":{"id":7542,"characteristicId":1859,"templateId":3,"value":true},"1861":{"id":7543,"characteristicId":1861,"templateId":3,"value":true},"1863":{"id":7544,"characteristicId":1863,"templateId":3,"value":true},"1865":{"id":7545,"characteristicId":1865,"templateId":3,"value":true},"1867":{"id":7546,"characteristicId":1867,"templateId":3,"value":true},"1869":{"id":7547,"characteristicId":1869,"templateId":3,"value":true},"1871":{"id":7548,"characteristicId":1871,"templateId":3,"value":"Yes"},"1873":{"id":7549,"characteristicId":1873,"templateId":3,"value":"N/A"},"1875":{"id":7550,"characteristicId":1875,"templateId":3,"value":"N/A"},"1877":{"id":7551,"characteristicId":1877,"templateId":3,"value":true},"1879":{"id":7552,"characteristicId":1879,"templateId":3,"value":true},"1881":{"id":7553,"characteristicId":1881,"templateId":3,"value":true},"1883":{"id":7554,"characteristicId":1883,"templateId":3,"value":"N/A"},"1885":{"id":7555,"characteristicId":1885,"templateId":3,"value":true},"1887":{"id":7556,"characteristicId":1887,"templateId":3,"value":"N/A"},"1889":{"id":7557,"characteristicId":1889,"templateId":3,"value":true},"1891":{"id":7558,"characteristicId":1891,"templateId":3,"value":"N/A"},"1893":{"id":7559,"characteristicId":1893,"templateId":3,"value":"Yes"},"1895":{"id":7560,"characteristicId":1895,"templateId":3,"value":"Yes"},"1897":{"id":7561,"characteristicId":1897,"templateId":3,"value":"N/A"},"1899":{"id":7562,"characteristicId":1899,"templateId":3,"value":"Excel, Outlook"},"1901":{"id":7563,"characteristicId":1901,"templateId":3,"value":"N/A"},"1903":{"id":7564,"characteristicId":1903,"templateId":3,"value":"N/A"},"1905":{"id":7565,"characteristicId":1905,"templateId":3,"value":"N/A"},"1907":{"id":7566,"characteristicId":1907,"templateId":3,"value":"N/A"},"1909":{"id":7567,"characteristicId":1909,"templateId":3,"value":true},"1911":{"id":7568,"characteristicId":1911,"templateId":3,"value":true},"1913":{"id":7569,"characteristicId":1913,"templateId":3,"value":"N/A"},"1915":{"id":7570,"characteristicId":1915,"templateId":3,"value":"N/A"},"1917":{"id":7571,"characteristicId":1917,"templateId":3,"value":"Yes"},"1919":{"id":7572,"characteristicId":1919,"templateId":3,"value":true},"1921":{"id":7573,"characteristicId":1921,"templateId":3,"value":"N/A"},"1923":{"id":7574,"characteristicId":1923,"templateId":3,"value":"N/A"},"1925":{"id":7575,"characteristicId":1925,"templateId":3,"value":"N/A"},"1927":{"id":7576,"characteristicId":1927,"templateId":3,"value":"30"}}}},{"id":5587,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/oracle_logo.png","logo":true,"scheme":false,"title":"Oracle CX Cloud","vendorVerified":0,"rating":"2.00","implementationsCount":0,"suppliersCount":0,"alias":"oracle-cx-cloud","companyTypes":[],"description":"Leverage the built-in advanced technologies in Oracle’s suite of connected products. Understand your audience and deliver connected customer experiences (CX) through coordinated intelligence and personalized interactions. Deliver a smarter CX, because good enough is no longer good enough.\r\n<span style=\"font-weight: bold;\">Oracle Sales Cloud</span>\r\nOracle Sales Cloud leverages artificial intelligence (AI) to drive a proactive, data-driven sales operation that maximizes sales, productivity, and conversions.\r\n<span style=\"font-style: italic;\">Why Oracle Sales Cloud?</span>\r\nThis leading sales force automation (SFA) solution delivers a much lower total cost of ownership (TCO) thanks to AI-powered:\r\n<ul> <li>Next-step recommendations</li> <li>Smart call points</li> <li>Predictive lead scoring</li> <li>Opportunity guidance</li> </ul>\r\n<span style=\"font-weight: bold;\">Oracle Service Cloud</span>\r\nWith Oracle Service Cloud, SMBs can support their customers through a variety of channels, including low-cost self-service channels and next-generation contact centers.\r\n<span style=\"font-style: italic;\">Why Oracle Service Cloud?</span>\r\nComplete customer service solution that leverages deep-learning technologies to support:\r\n<ul> <li>Proactive engagement</li> <li>Highly personalized self-service</li> <li>Account health predictions for next-best service actions</li> </ul>\r\n<span style=\"font-weight: bold;\">Oracle Commerce Cloud</span>\r\nIncrease conversion rate, reduce overhead, and boost customer lifetime value (CLV) with Oracle Commerce Cloud. Smarter digital commerce awaits you.\r\n<span style=\"font-style: italic;\">Why Oracle Commerce Cloud?</span>\r\nExtensible SaaS platform that enables differentiated commerce experiences (for both B2B and B2C companies) through:\r\n<ul> <li>Highly personalized product recommendations</li> <li>Targeted, “smarter” product promotions</li> <li>Intelligent onsite search experiences</li> </ul>\r\n<span style=\"font-weight: bold;\">Oracle Loyalty Cloud</span>\r\nLeverage the value of loyalty. Record, recognize, and reward desired customer behavior with Oracle Loyalty Cloud. Turn high-cost new customers into profitable brand loyalists.\r\n<span style=\"font-style: italic;\">Why Oracle Loyalty Cloud?</span>\r\nConnected, easy-to-use loyalty platform that improves share-of-wallet and profitability.\r\n<ul> <li>See 360-degree member profile</li> <li>Match the right customer to the right loyalty program</li> <li>Unify experiences across entire business</li> </ul>\r\n<span style=\"font-weight: bold;\">Oracle CPQ Cloud</span>\r\nAccelerate sales and profitability by winning more deals through optimizing the configuration, quoting, and pricing (CPQ) process for your complex products and services.\r\n<span style=\"font-style: italic;\">Why Oracle CPQ Cloud?</span>\r\nManage the ever-increasing complexities and demands on your growing business through:\r\n<ul> <li>Tailored product offerings with consolidated, automatic, real-time configuration rules</li> <li>Better pricing discipline and margin management</li> <li>Enhanced sales process visibility</li> </ul>","shortDescription":"Oracle CX Cloud connects every customer touchpoint to maximize sales channel use, improve lead conversion, quickly resolve customer inquiries, enhance customer loyalty, and increase revenue/margins.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":19,"sellingCount":13,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Oracle CX Cloud","keywords":"","description":"Leverage the built-in advanced technologies in Oracle’s suite of connected products. Understand your audience and deliver connected customer experiences (CX) through coordinated intelligence and personalized interactions. Deliver a smarter CX, because good eno","og:title":"Oracle CX Cloud","og:description":"Leverage the built-in advanced technologies in Oracle’s suite of connected products. Understand your audience and deliver connected customer experiences (CX) through coordinated intelligence and personalized interactions. Deliver a smarter CX, because good eno","og:image":"https://old.roi4cio.com/fileadmin/user_upload/oracle_logo.png"},"eventUrl":"","translationId":5588,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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Learn how Pega is helping enterprises revolutionize their customer engagement with end-to-end automation and real-time AI on the only unified CRM platform.\r\n<span style=\"font-weight: bold;\">Marketing</span>\r\nEngage customers with real-time 1:1 marketing on any channel.\r\n<span style=\"font-weight: bold;\">Sales Automation</span>\r\nIntelligently guide sales professionals and automate the sales process.\r\n<span style=\"font-weight: bold;\">Customer Service</span>\r\nServe, satisfy and engage every customer with digital customer service.","shortDescription":"Pega’s AI powered CRM Suite is transforming the way enterprises drive greater engagement across the entire customer journey.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":9,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Pega CRM Suite","keywords":"","description":"<span style=\"font-weight: bold;\">Explore the Pega CRM Suite</span>\r\nMove past traditional CRM systems to a true journey-enabled, customer engagement suite. Learn how Pega is helping enterprises revolutionize their customer engagement with end-to-end automation","og:title":"Pega CRM Suite","og:description":"<span style=\"font-weight: bold;\">Explore the Pega CRM Suite</span>\r\nMove past traditional CRM systems to a true journey-enabled, customer engagement suite. Learn how Pega is helping enterprises revolutionize their customer engagement with end-to-end automation","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Pegasystems_Inc..png"},"eventUrl":"","translationId":5590,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[],"valuesByTemplateId":{"3":{"1835":{"id":12425,"characteristicId":1835,"templateId":3,"value":"N/A"},"1837":{"id":12426,"characteristicId":1837,"templateId":3,"value":"API"},"1839":{"id":12427,"characteristicId":1839,"templateId":3,"value":"N/A"},"1841":{"id":12428,"characteristicId":1841,"templateId":3,"value":true},"1843":{"id":12429,"characteristicId":1843,"templateId":3,"value":true},"1845":{"id":12430,"characteristicId":1845,"templateId":3,"value":true},"1847":{"id":12431,"characteristicId":1847,"templateId":3,"value":true},"1849":{"id":12432,"characteristicId":1849,"templateId":3,"value":"N/A"},"1851":{"id":12433,"characteristicId":1851,"templateId":3,"value":"N/A"},"1853":{"id":12434,"characteristicId":1853,"templateId":3,"value":true},"1855":{"id":12435,"characteristicId":1855,"templateId":3,"value":true},"1857":{"id":12436,"characteristicId":1857,"templateId":3,"value":true},"1859":{"id":12437,"characteristicId":1859,"templateId":3,"value":"N/A"},"1861":{"id":12438,"characteristicId":1861,"templateId":3,"value":true},"1863":{"id":12439,"characteristicId":1863,"templateId":3,"value":true},"1865":{"id":12440,"characteristicId":1865,"templateId":3,"value":"N/A"},"1867":{"id":12441,"characteristicId":1867,"templateId":3,"value":"N/A"},"1869":{"id":12442,"characteristicId":1869,"templateId":3,"value":"N/A"},"1871":{"id":12443,"characteristicId":1871,"templateId":3,"value":"Yes"},"1873":{"id":12444,"characteristicId":1873,"templateId":3,"value":"N/A"},"1875":{"id":12445,"characteristicId":1875,"templateId":3,"value":"N/A"},"1877":{"id":12446,"characteristicId":1877,"templateId":3,"value":true},"1879":{"id":12447,"characteristicId":1879,"templateId":3,"value":true},"1881":{"id":12448,"characteristicId":1881,"templateId":3,"value":true},"1883":{"id":12449,"characteristicId":1883,"templateId":3,"value":"N/A"},"1885":{"id":12450,"characteristicId":1885,"templateId":3,"value":true},"1887":{"id":12451,"characteristicId":1887,"templateId":3,"value":"N/A"},"1889":{"id":12452,"characteristicId":1889,"templateId":3,"value":"N/A"},"1891":{"id":12453,"characteristicId":1891,"templateId":3,"value":"N/A"},"1893":{"id":12454,"characteristicId":1893,"templateId":3,"value":"N/A"},"1895":{"id":12455,"characteristicId":1895,"templateId":3,"value":"N/A"},"1897":{"id":12456,"characteristicId":1897,"templateId":3,"value":"N/A"},"1899":{"id":12457,"characteristicId":1899,"templateId":3,"value":"N/A"},"1901":{"id":12458,"characteristicId":1901,"templateId":3,"value":true},"1903":{"id":12459,"characteristicId":1903,"templateId":3,"value":"N/A"},"1905":{"id":12460,"characteristicId":1905,"templateId":3,"value":"N/A"},"1907":{"id":12461,"characteristicId":1907,"templateId":3,"value":"N/A"},"1909":{"id":12462,"characteristicId":1909,"templateId":3,"value":"N/A"},"1911":{"id":12463,"characteristicId":1911,"templateId":3,"value":true},"1913":{"id":12464,"characteristicId":1913,"templateId":3,"value":"N/A"},"1915":{"id":12465,"characteristicId":1915,"templateId":3,"value":"N/A"},"1917":{"id":12466,"characteristicId":1917,"templateId":3,"value":"Yes"},"1919":{"id":12467,"characteristicId":1919,"templateId":3,"value":true},"1921":{"id":12468,"characteristicId":1921,"templateId":3,"value":"N/A"},"1923":{"id":12469,"characteristicId":1923,"templateId":3,"value":true},"1925":{"id":12470,"characteristicId":1925,"templateId":3,"value":"N/A"},"1927":{"id":12471,"characteristicId":1927,"templateId":3,"value":"N/A"}}}},{"id":1133,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Really_Simple_Systems_CRM.jpg","logo":true,"scheme":false,"title":"Really Simple Systems CRM","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"alias":"really-simple-systems-crm","companyTypes":[],"description":"\r\n<p>Really Simple Systems is a modular solution comprising of integrated modules for sales, opportunity, activity, task and document management. With the marketing module, marketers can organize and manage campaigns, send bulk emails, capture and segment leads, track opportunities and more. Really Simple Systems claims to have 99.9 percent uptime with advanced data security measures such as data encryption and real-time data replication between two data centers. The solution generally caters to customers across the United States and the United Kingdom. Government agencies, law firms and financial institutes are some of the industry verticals served by Real Simple Systems. Making CRM Simple</p>\r\n<ul>\r\n<li>Easy to use Cloud CRM for B2B</li>\r\n<li>Designed for small businesses</li>\r\n<li>Train your staff in minutes</li>\r\n</ul>\r\n<p>Email Marketing Built-in</p>\r\n<ul>\r\n<li>Send emails directly from your CRM</li>\r\n<li>No need for a 3rd party email provider</li>\r\n<li>Everything you need in one place</li>\r\n</ul>\r\n<p>Free Service &amp; Support</p>\r\n<ul>\r\n<li>Free customer service and support</li>\r\n<li>Free webinars and tutorials</li>\r\n<li>Step-by-step guides on all features</li>\r\n</ul>\r\n<p>Scalable CRM</p>\r\n<ul>\r\n<li>CRM that grows with your business</li>\r\n<li>Packages to suit your budget</li>\r\n<li>Monthly or annual billing</li>\r\n</ul>\r\n<p>Custom CRM</p>\r\n<ul>\r\n<li>Customise to your business needs</li>\r\n<li>Create custom fields and tables</li>\r\n<li>Edit fields to easily find your data</li>\r\n</ul>\r\n<p>Cloud CRM Software</p>\r\n<ul>\r\n<li>Access anywhere from any device</li>\r\n<li>Nothing to install, nothing to maintain</li>\r\n<li>Available 24 / 7 / 365</li>\r\n<li>CRM Custom Report Writers</li>\r\n</ul>\r\n<p>Custom Reports</p>\r\n<ul>\r\n<li>Powerful sales and marketing insight</li>\r\n<li>In-depth reports and sales forecasts</li>\r\n<li>Available in all price plans</li>\r\n</ul>\r\n<p>Two-Way MailSync&trade;</p>\r\n<ul>\r\n<li>Capture emails to and from contacts</li>\r\n<li>Record email in account timelines</li>\r\n<li>Synchronises in real-time</li>\r\n</ul>\r\n<p>Security Permissions</p>\r\n<ul>\r\n<li>Control access to your data</li>\r\n<li>Set staff permission levels</li>\r\n<li>Available in Professional and Enterprise plans</li>\r\n<li>Sales and Marketing School</li>\r\n</ul>\r\n<p>Sales &amp; Marketing School</p>\r\n<ul>\r\n<li>Regular sales and marketing articles</li>\r\n<li>Useful resource for small businesses</li>\r\n<li>Register to receive our updates</li>\r\n</ul>\r\n<p>5 Star Reviews</p>\r\n<ul>\r\n<li>Five Star CRM software reviews</li>\r\n<li>Read what our customers say</li>\r\n<li>Expert software recommendations</li>\r\n</ul>\r\n<p>Accounting Software</p>\r\n<ul>\r\n<li>Integration with accounting software</li>\r\n<li>Xero, SageOne and Kashflow</li>\r\n<li>Seamless accounting integration</li>\r\n</ul>\r\n","shortDescription":"Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and mid-size organizations. The solution comes in both free and paid editions.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":9,"sellingCount":16,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Really Simple Systems CRM","keywords":"your, data, Simple, sales, Systems, from, with, Marketing","description":"\r\n<p>Really Simple Systems is a modular solution comprising of integrated modules for sales, opportunity, activity, task and document management. With the marketing module, marketers can organize and manage campaigns, send bulk emails, capture and segment lead","og:title":"Really Simple Systems CRM","og:description":"\r\n<p>Really Simple Systems is a modular solution comprising of integrated modules for sales, opportunity, activity, task and document management. 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In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[],"valuesByTemplateId":{"3":{"1835":{"id":7201,"characteristicId":1835,"templateId":3,"value":true},"1837":{"id":7202,"characteristicId":1837,"templateId":3,"value":"API, Web forms"},"1839":{"id":7203,"characteristicId":1839,"templateId":3,"value":true},"1841":{"id":7204,"characteristicId":1841,"templateId":3,"value":true},"1843":{"id":7205,"characteristicId":1843,"templateId":3,"value":true},"1845":{"id":7206,"characteristicId":1845,"templateId":3,"value":"N/A"},"1847":{"id":7207,"characteristicId":1847,"templateId":3,"value":"N/A"},"1849":{"id":7208,"characteristicId":1849,"templateId":3,"value":true},"1851":{"id":7209,"characteristicId":1851,"templateId":3,"value":true},"1853":{"id":7210,"characteristicId":1853,"templateId":3,"value":true},"1855":{"id":7211,"characteristicId":1855,"templateId":3,"value":true},"1857":{"id":7212,"characteristicId":1857,"templateId":3,"value":true},"1859":{"id":7213,"characteristicId":1859,"templateId":3,"value":true},"1861":{"id":7214,"characteristicId":1861,"templateId":3,"value":true},"1863":{"id":7215,"characteristicId":1863,"templateId":3,"value":true},"1865":{"id":7216,"characteristicId":1865,"templateId":3,"value":"N/A"},"1867":{"id":7217,"characteristicId":1867,"templateId":3,"value":"N/A"},"1869":{"id":7218,"characteristicId":1869,"templateId":3,"value":true},"1871":{"id":7219,"characteristicId":1871,"templateId":3,"value":"N/A"},"1873":{"id":7220,"characteristicId":1873,"templateId":3,"value":true},"1875":{"id":7221,"characteristicId":1875,"templateId":3,"value":true},"1877":{"id":7222,"characteristicId":1877,"templateId":3,"value":true},"1879":{"id":7223,"characteristicId":1879,"templateId":3,"value":"N/A"},"1881":{"id":7224,"characteristicId":1881,"templateId":3,"value":"N/A"},"1883":{"id":7225,"characteristicId":1883,"templateId":3,"value":true},"1885":{"id":7226,"characteristicId":1885,"templateId":3,"value":true},"1887":{"id":7227,"characteristicId":1887,"templateId":3,"value":"N/A"},"1889":{"id":7228,"characteristicId":1889,"templateId":3,"value":true},"1891":{"id":7229,"characteristicId":1891,"templateId":3,"value":"N/A"},"1893":{"id":7230,"characteristicId":1893,"templateId":3,"value":"Yes"},"1895":{"id":7231,"characteristicId":1895,"templateId":3,"value":"Yes"},"1897":{"id":7232,"characteristicId":1897,"templateId":3,"value":true},"1899":{"id":7233,"characteristicId":1899,"templateId":3,"value":"N/A"},"1901":{"id":7234,"characteristicId":1901,"templateId":3,"value":"N/A"},"1903":{"id":7235,"characteristicId":1903,"templateId":3,"value":"N/A"},"1905":{"id":7236,"characteristicId":1905,"templateId":3,"value":"N/A"},"1907":{"id":7237,"characteristicId":1907,"templateId":3,"value":"N/A"},"1909":{"id":7238,"characteristicId":1909,"templateId":3,"value":"N/A"},"1911":{"id":7239,"characteristicId":1911,"templateId":3,"value":true},"1913":{"id":7240,"characteristicId":1913,"templateId":3,"value":"N/A"},"1915":{"id":7241,"characteristicId":1915,"templateId":3,"value":"N/A"},"1917":{"id":7242,"characteristicId":1917,"templateId":3,"value":"Additional"},"1919":{"id":7243,"characteristicId":1919,"templateId":3,"value":true},"1921":{"id":7244,"characteristicId":1921,"templateId":3,"value":true},"1923":{"id":7245,"characteristicId":1923,"templateId":3,"value":"N/A"},"1925":{"id":7246,"characteristicId":1925,"templateId":3,"value":"N/A"},"1927":{"id":7247,"characteristicId":1927,"templateId":3,"value":"N/A"}}}},{"id":5585,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Sage_Logo.png","logo":true,"scheme":false,"title":"Sage CRM","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"alias":"sage-crm","companyTypes":[],"description":"A CRM solution helps you simplify the sales process, shorten sales cycles, and make the most of every sales opportunity.\r\nCRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converting them to opportunities using sales workflows. Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales.\r\nThey can also find customer information for upcoming campaigns and send targeted email marketing campaigns. When customers place orders for your products or services after these marketing campaigns, you can track these orders using an ERP or business management solution, like Sage 200cloud.\r\n<span style=\"font-weight: bold;\">Gain reliable insight and act</span>\r\nEvaluate where your business stands, and make more informed business decisions you can be confident about.\r\n<span style=\"font-weight: bold;\">Understand your customers better</span>\r\nDeliver an exceptional customer experience to improve customer retention and drive revenue growth.\r\n<span style=\"font-weight: bold;\">Collaborate effectively</span>\r\nAvoid duplication of work, empowering your teams to work faster and smarter. With a single solution, everyone becomes more productive and efficient.\r\n<span style=\"font-weight: bold;\">Accelerate team performance</span>\r\nWith access to a wealth of sales information, your salespeople are equipped to sell smarter and more efficiently, never missing an important deal.\r\n\r\n<span style=\"font-weight: bold;\">How Sage CRM helps your business</span>\r\nFrom Sales, Marketing, and Service modules to fully integrated CRM, we help extend the power of your Sage Business Management Solution right across your business. You'll get access to the accurate data you need to make informed business decisions.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Help your teams accomplish more</span></span>\r\nAvoid duplication of work and handle customer relationships more efficiently with a consolidated view of data.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Track campaigns with MailChimp and Sage CRM</span></span>\r\nBased on your latest customer information, send email campaigns in MailChimp, track it with Sage CRM and drive growth upwards.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Improve customer service</span></span>\r\nGain an end-to-end view of the customer life cycle based on reliable data and capitalize on up-sell and cross-sell opportunities.","shortDescription":"As a Sage customer, you can choose from fully integrated CRM or Sage Sales, Marketing, Service modules to suit your business needs.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":14,"sellingCount":20,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Sage CRM","keywords":"","description":"A CRM solution helps you simplify the sales process, shorten sales cycles, and make the most of every sales opportunity.\r\nCRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converting them to opportu","og:title":"Sage CRM","og:description":"A CRM solution helps you simplify the sales process, shorten sales cycles, and make the most of every sales opportunity.\r\nCRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converting them to opportu","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Sage_Logo.png"},"eventUrl":"","translationId":5586,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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Increase productivity, fill pipeline with solid leads and score more wins without software, hardware, or speed limits.</p>\r\n<p><span style=\"font-weight: bold;\">Service</span></p>\r\n<p>Enhance your customer support &mdash; from call-center software to self-service portals &mdash; with Service Cloud. Get more responsive, intuitive, and flexible service solutions that help you anticipate your customers&rsquo; needs.</p>\r\n<p><span style=\"font-weight: bold;\">Marketing</span></p>\r\n<p>Deliver personalized customer journeys powered by the intelligent marketing platform for email, mobile, social, digital advertising, and DMP. Build 1-to-1 customer journeys with Marketing Cloud, the world&rsquo;s most powerful digital marketing platform.</p>\r\n<p><span style=\"font-weight: bold;\">Commerce</span></p>\r\n<p>Build better customer experiences and crush conversion rates with Commerce Cloud, the world&rsquo;s leading eCommerce platform.</p>\r\n<p><span style=\"font-weight: bold;\">Engagement</span></p>\r\n<p>Build custom apps connected to Salesforce, and get your apps to market faster, with Heroku cloud services and developer experience.</p>\r\n<p><span style=\"font-weight: bold;\">Platform and Ecosystem</span></p>\r\n<p>Extend your sales and service capabilities with the world&rsquo;s #1 CRM platform. Streamline, automate, and mobilize any business process using third-party apps or custom apps that you build yourself.</p>\r\n<p><span style=\"font-weight: bold;\">Integration</span></p>\r\n<p>Connect any app, data, or device, whether in the cloud or on-premises, in one place: the MuleSoft Anypoint Platform. And bring data from any system, like SAP, Oracle, Workday, and more, directly into Salesforce.</p>\r\n<p><span style=\"font-weight: bold;\">Analytics</span></p>\r\n<p>Make more intelligent, data-driven decisions that guide your business forward with Einstein Analytics. Artificial intelligence has simplified the entire analytics workflow, taking you from data to insight to action in minutes.</p>\r\n<p><span style=\"font-weight: bold;\">Industries</span></p>\r\n<p>Find tailored solutions designed to meet the specific needs of your industry and transform every aspect of your business with Salesforce, the world&rsquo;s #1 CRM platform.</p>\r\n<p><span style=\"font-weight: bold;\">Communities</span></p>\r\n<p>With Community Cloud, create beautiful, CRM-powered experiences &mdash; fast. Use templates to quickly launch pre-built use-case-specific solutions for your customers and partners. Or start with partner-built industry-specific solutions and components.</p>\r\n<p><span style=\"font-weight: bold;\">Enablement</span></p>\r\n<p>myTrailhead is the world's leading learning experience platform. Onboard employees faster, supercharge productivity, increase Salesforce adoption, and cultivate company culture.</p>\r\n<p><span style=\"font-weight: bold;\">Productivity</span></p>\r\n<p>Create collaborative documents, spreadsheets, live apps, and slides with Quip. Embed live Salesforce data that automatically updates so you never have to worry that it&rsquo;s out of date.</p>","shortDescription":"The Salesforce Platform is your one-stop shop for building apps on the secure and scalable technology platform.\r\n","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":12,"sellingCount":9,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Salesforce Platform","keywords":"with, apps, your, security, business, Salesforce, that, customer","description":"<p><span style=\"font-weight: bold;\">Connect to your customers in a whole new way with the world&rsquo;s #1 CRM platform.</span></p>\r\n<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Give your sales teams the power to close deals like never before with ","og:title":"Salesforce Platform","og:description":"<p><span style=\"font-weight: bold;\">Connect to your customers in a whole new way with the world&rsquo;s #1 CRM platform.</span></p>\r\n<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Give your sales teams the power to close deals like never before with ","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png"},"eventUrl":"","translationId":1363,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[],"valuesByTemplateId":{"3":{"1835":{"id":7060,"characteristicId":1835,"templateId":3,"value":true},"1837":{"id":7061,"characteristicId":1837,"templateId":3,"value":"API, Web forms, Landing"},"1839":{"id":7062,"characteristicId":1839,"templateId":3,"value":true},"1841":{"id":7063,"characteristicId":1841,"templateId":3,"value":true},"1843":{"id":7064,"characteristicId":1843,"templateId":3,"value":true},"1845":{"id":7065,"characteristicId":1845,"templateId":3,"value":true},"1847":{"id":7066,"characteristicId":1847,"templateId":3,"value":true},"1849":{"id":7067,"characteristicId":1849,"templateId":3,"value":true},"1851":{"id":7068,"characteristicId":1851,"templateId":3,"value":true},"1853":{"id":7069,"characteristicId":1853,"templateId":3,"value":true},"1855":{"id":7070,"characteristicId":1855,"templateId":3,"value":true},"1857":{"id":7071,"characteristicId":1857,"templateId":3,"value":true},"1859":{"id":7072,"characteristicId":1859,"templateId":3,"value":"N/A"},"1861":{"id":7073,"characteristicId":1861,"templateId":3,"value":true},"1863":{"id":7074,"characteristicId":1863,"templateId":3,"value":true},"1865":{"id":7075,"characteristicId":1865,"templateId":3,"value":true},"1867":{"id":7076,"characteristicId":1867,"templateId":3,"value":true},"1869":{"id":7077,"characteristicId":1869,"templateId":3,"value":true},"1871":{"id":7078,"characteristicId":1871,"templateId":3,"value":"Yes"},"1873":{"id":7079,"characteristicId":1873,"templateId":3,"value":true},"1875":{"id":7080,"characteristicId":1875,"templateId":3,"value":true},"1877":{"id":7081,"characteristicId":1877,"templateId":3,"value":true},"1879":{"id":7082,"characteristicId":1879,"templateId":3,"value":"N/A"},"1881":{"id":7083,"characteristicId":1881,"templateId":3,"value":true},"1883":{"id":7084,"characteristicId":1883,"templateId":3,"value":true},"1885":{"id":7085,"characteristicId":1885,"templateId":3,"value":"N/A"},"1887":{"id":7086,"characteristicId":1887,"templateId":3,"value":"N/A"},"1889":{"id":7087,"characteristicId":1889,"templateId":3,"value":true},"1891":{"id":7088,"characteristicId":1891,"templateId":3,"value":"N/A"},"1893":{"id":7089,"characteristicId":1893,"templateId":3,"value":"Yes"},"1895":{"id":7090,"characteristicId":1895,"templateId":3,"value":"N/A"},"1897":{"id":7091,"characteristicId":1897,"templateId":3,"value":true},"1899":{"id":7092,"characteristicId":1899,"templateId":3,"value":"Outlook, Word"},"1901":{"id":7093,"characteristicId":1901,"templateId":3,"value":"N/A"},"1903":{"id":7094,"characteristicId":1903,"templateId":3,"value":true},"1905":{"id":7095,"characteristicId":1905,"templateId":3,"value":true},"1907":{"id":7096,"characteristicId":1907,"templateId":3,"value":true},"1909":{"id":7097,"characteristicId":1909,"templateId":3,"value":true},"1911":{"id":7098,"characteristicId":1911,"templateId":3,"value":true},"1913":{"id":7099,"characteristicId":1913,"templateId":3,"value":"N/A"},"1915":{"id":7100,"characteristicId":1915,"templateId":3,"value":"N/A"},"1917":{"id":7101,"characteristicId":1917,"templateId":3,"value":"Yes"},"1919":{"id":7102,"characteristicId":1919,"templateId":3,"value":true},"1921":{"id":7103,"characteristicId":1921,"templateId":3,"value":"N/A"},"1923":{"id":7104,"characteristicId":1923,"templateId":3,"value":true},"1925":{"id":7105,"characteristicId":1925,"templateId":3,"value":"N/A"},"1927":{"id":7106,"characteristicId":1927,"templateId":3,"value":"30"}}}},{"id":540,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/SAP_CRM.png","logo":true,"scheme":false,"title":"SAP CRM","vendorVerified":0,"rating":"2.00","implementationsCount":0,"suppliersCount":0,"alias":"sap-crm","companyTypes":[],"description":"\r\n<p><span style=\"font-weight: bold;\">Go beyond CRM software</span></p>\r\n<p>Transform your front office and deliver real-time customer engagement</p>\r\n<p>Want to reach a new level of customer engagement? Deliver seamless and personalized customer experiences across all channels &ndash; with SAP Hybris solutions powered by SAP HANA. These solutions go beyond traditional customer relationship management (CRM) software. They use in-memory and Big Data technologies to drive digital transformation and smoothly integrate marketing, commerce, sales, and customer service.</p>\r\n<p>Sales</p>\r\n<p>Get the deep customer and social insights you need to make an impact in every deal &ndash; anytime, anywhere &ndash; with our advanced sales CRM software. Engage customers, improve sales performance, streamline the order-to-cash process, and more.</p>\r\n<p>Marketing</p>\r\n<p>Make every customer feel like your only customer. Our next-gen CRM marketing suite gives you real-time insight into customers&rsquo; needs and wants &ndash; so you can deliver contextual, individualized customer experiences across all channels.</p>\r\n<p>Commerce</p>\r\n<p>Provide a personalized digital shopping experience with our solutions for mobile, social, and e-commerce. Take advantage of real-time inventory management, data-driven customization, cost-effective order fulfillment, and more.</p>\r\n<p>Service</p>\r\n<p>Give your omni-channel service reps the customer visibility and real-time problem-solving tools they need to win loyalty and cut costs. Empower field service technicians with mobile access to information, service requests, and analytics.</p>\r\n<p><span style=\"font-weight: bold;\">Deployment options</span></p>\r\n<p>Choose the right CRM implementation approach for your business. SAP offers cloud and on-premise CRM &ndash; and both let you extend functionality to your mobile devices.</p>\r\n<p>Cloud CRM Deployment</p>\r\n<p>Get up and running quickly &ndash; and take advantage of affordable, subscription-based pricing &ndash; with our cloud CRM portfolio, SAP Hybris Cloud for Customer. The portfolio offers three solutions that can be licensed separately: SAP Hybris Cloud for Sales, SAP Hybris Cloud for Service, and SAP Hybris Cloud for Social Engagement. The portfolio also features SAP Digital CRM (for smaller sales teams).</p>\r\n<p>On-Premise CRM Deployment</p>\r\n<p>SAP Customer Relationship Management (SAP CRM) offers secure, on-premise support for your sales, marketing, service, and interaction center activities. The modular structure of SAP CRM allows you to license and pay for only the functionality and number of users that you require at any given time.</p>\r\n","shortDescription":"The SAP CRM application is an integrated CRM software manufactured by SAP SE that targets business software requirements of midsize and large organizations in all industries and sectors.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"SAP CRM","keywords":"customer, your, Cloud, with, service, Hybris, sales, real-time","description":"\r\n<p><span style=\"font-weight: bold;\">Go beyond CRM software</span></p>\r\n<p>Transform your front office and deliver real-time customer engagement</p>\r\n<p>Want to reach a new level of customer engagement? Deliver seamless and personalized customer experiences a","og:title":"SAP CRM","og:description":"\r\n<p><span style=\"font-weight: bold;\">Go beyond CRM software</span></p>\r\n<p>Transform your front office and deliver real-time customer engagement</p>\r\n<p>Want to reach a new level of customer engagement? Deliver seamless and personalized customer experiences a","og:image":"https://old.roi4cio.com/fileadmin/user_upload/SAP_CRM.png"},"eventUrl":"","translationId":540,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight and collaborative selling tools.</p>\r\n<p><span style=\"font-weight: bold;\">Customer Service</span></p>\r\n<p>Deliver Exceptional Support</p>\r\n<p>Provide exceptional service and support by using Sugar for rapid customer insight and real-time collaboration. Understand and meet customer needs, whether from a help desk, a call center, or a social media community.</p>\r\n<p><span style=\"font-weight: bold;\">Marketing</span></p>\r\n<p>Deliver Personalized Marketing</p>\r\n<p>Attract more prospects and create more opportunities with less effort. Engage with your customers at an individual level through relevant, actionable insights. Optimize future marketing efforts by clearly capturing and understanding the return on your marketing spend.</p>\r\n<p><span style=\"font-weight: bold;\">Mobile CRM</span></p>\r\n<p>Empower your Mobile Workforce</p>\r\n<p>SugarCRM Mobile puts your customer information at your fingertips no matter where you are. With SugarCRM Mobile&rsquo;s native apps for popular phones and tablets, you&rsquo;ll have the details you need for a productive customer engagement.</p>\r\n<p><span style=\"font-weight: bold;\">Platform</span></p>\r\n<p>CRM Industry's Most Flexible Platform</p>\r\n<p>Sugar delivers the flexibility, agility, and simplicity to make it your own. Run your Sugar anywhere you want -- hosted and managed by SugarCRM or by one of our partners in the cloud or deploy on a public cloud or on-premise. Automate complex business processes. Rapidly develop and deliver a solution that is custom-built for your organization.</p>","shortDescription":"SugarCRM collects every bit of critical information across sales, service and marketing. It easily integrates with any application.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":18,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"SugarCRM","keywords":"your, customer, SugarCRM, Mobile, with, Sugar, Optimize, Platform","description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:title":"SugarCRM","og:description":"<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Optimize Every Sales Engagement</p>\r\n<p>Maximize your sales productivity. Increase win rates in your sales pipeline with personalized dashboards and personal productivity tools. Get rich customer insight","og:image":"https://old.roi4cio.com/fileadmin/user_upload/SugarCRM.jpg"},"eventUrl":"","translationId":1341,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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Sunshine is an open platform designed to work with all of your business applications, so you can capture every customer interaction, no matter where it comes from.\r\n<span style=\"font-weight: bold;\">App creation, at your command</span>\r\nSunshine gives you the freedom to build modern customer applications your way. Use your favorite tools for complete control, with the flexibility of an open, standards-based platform.\r\n<span style=\"font-weight: bold;\">Imagine the possibilities</span>\r\nThe sky is the limit with Sunshine. Share valuable customer data to every part of your business and build something beyond traditional support.","shortDescription":"Zendesk Sunshine is the open and flexible CRM platform. 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You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. 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These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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From contact to close, cut the energy it takes to pass leads through the pipeline with the best sales productivity tools.</li>\r\n</ul>\r\n\r\n&nbsp;","shortDescription":"Zoho CRM includes the good, the smart, and the ideal in an enterprise-ready package.\r\n","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":14,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Zoho CRM","keywords":"your, sales, with, team, Zoho, leads, advanced, customers","description":"&nbsp;\r\n\r\n<ul>\r\n<li>Multiple channels, one conversation. Meet your customers, no matter the medium. Connect via phone, live chat, email, social media, and in person.</li>\r\n<li>Shift your team into high gear. Use analytics and reports for detailed metrics about","og:title":"Zoho CRM","og:description":"&nbsp;\r\n\r\n<ul>\r\n<li>Multiple channels, one conversation. Meet your customers, no matter the medium. 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In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. 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