{"global":{"lastError":{},"locale":"en","locales":{"data":[{"id":"de","name":"Deutsch"},{"id":"en","name":"English"}],"loading":false,"error":false},"currency":{"id":49,"name":"EUR"},"currencies":{"data":[{"id":49,"name":"EUR"},{"id":124,"name":"RUB"},{"id":153,"name":"UAH"},{"id":155,"name":"USD"}],"loading":false,"error":false},"translations":{"company":{"role-vendor":{"en":"Vendor","ru":"Производитель","_type":"localeString"},"role-supplier":{"ru":"Поставщик","_type":"localeString","en":"Supplier"},"products-popover":{"_type":"localeString","en":"Products","de":"die produkte","ru":"Продукты"},"introduction-popover":{"ru":"внедрения","_type":"localeString","en":"introduction"},"partners-popover":{"ru":"партнеры","_type":"localeString","en":"partners"},"update-profile-button":{"_type":"localeString","en":"Update profile","ru":"Обновить профиль"},"read-more-button":{"en":"Show more","ru":"Показать ещё","_type":"localeString"},"hide-button":{"en":"Hide","ru":"Скрыть","_type":"localeString"},"user-implementations":{"ru":"Внедрения","_type":"localeString","en":"Deployments"},"categories":{"ru":"Компетенции","_type":"localeString","en":"Categories"},"description":{"_type":"localeString","en":"Description","ru":"Описание"},"role-user":{"ru":"Пользователь","_type":"localeString","en":"User"},"partnership-vendors":{"ru":"Партнерство с производителями","_type":"localeString","en":"Partnership with vendors"},"partnership-suppliers":{"_type":"localeString","en":"Partnership with suppliers","ru":"Партнерство с поставщиками"},"reference-bonus":{"ru":"Бонус за референс","_type":"localeString","en":"Bonus 4 reference"},"partner-status":{"ru":"Статус партнёра","_type":"localeString","en":"Partner status"},"country":{"ru":"Страна","_type":"localeString","en":"Country"},"partner-types":{"ru":"Типы партнеров","_type":"localeString","en":"Partner types"},"branch-popover":{"_type":"localeString","en":"branch","ru":"область деятельности"},"employees-popover":{"en":"number of employees","ru":"количество сотрудников","_type":"localeString"},"partnership-programme":{"ru":"Партнерская программа","_type":"localeString","en":"Partnership program"},"partner-discounts":{"ru":"Партнерские скидки","_type":"localeString","en":"Partner discounts"},"registered-discounts":{"_type":"localeString","en":"Additional benefits for registering a deal","ru":"Дополнительные преимущества за регистрацию сделки"},"additional-advantages":{"ru":"Дополнительные преимущества","_type":"localeString","en":"Additional Benefits"},"additional-requirements":{"en":"Partner level requirements","ru":"Требования к уровню партнера","_type":"localeString"},"certifications":{"en":"Certification of technical specialists","ru":"Сертификация технических специалистов","_type":"localeString"},"sales-plan":{"_type":"localeString","en":"Annual Sales Plan","ru":"Годовой план продаж"},"partners-vendors":{"ru":"Партнеры-производители","_type":"localeString","en":"Partners-vendors"},"partners-suppliers":{"en":"Partners-suppliers","ru":"Партнеры-поставщики","_type":"localeString"},"all-countries":{"_type":"localeString","en":"All countries","ru":"Все страны"},"supplied-products":{"_type":"localeString","en":"Supplied products","ru":"Поставляемые продукты"},"vendored-products":{"_type":"localeString","en":"Produced products","ru":"Производимые продукты"},"vendor-implementations":{"ru":"Производимые внедрения","_type":"localeString","en":"Produced deployments"},"supplier-implementations":{"ru":"Поставляемые внедрения","_type":"localeString","en":"Supplied deployments"},"show-all":{"ru":"Показать все","_type":"localeString","en":"Show all"},"not-yet-converted":{"en":"Data is moderated and will be published soon. Please, try again later.","ru":"Данные модерируются и вскоре будут опубликованы. Попробуйте повторить переход через некоторое время.","_type":"localeString"},"schedule-event":{"en":"Events schedule","ru":"Pасписание событий","_type":"localeString"},"implementations":{"ru":"Внедрения","_type":"localeString","en":"Deployments"},"register":{"ru":"Регистрация ","_type":"localeString","en":"Register"},"login":{"ru":"Вход","_type":"localeString","en":"Login"},"auth-message":{"_type":"localeString","en":"To view company events please log in or register on the sit.","ru":"Для просмотра ивентов компании авторизируйтесь или зарегистрируйтесь на сайт."},"company-presentation":{"ru":"Презентация компании","_type":"localeString","en":"Company presentation"}},"header":{"help":{"_type":"localeString","en":"Help","de":"Hilfe","ru":"Помощь"},"how":{"_type":"localeString","en":"How does it works","de":"Wie funktioniert es","ru":"Как это работает"},"login":{"de":"Einloggen","ru":"Вход","_type":"localeString","en":"Log in"},"logout":{"ru":"Выйти","_type":"localeString","en":"Sign out"},"faq":{"ru":"FAQ","_type":"localeString","en":"FAQ","de":"FAQ"},"references":{"de":"References","ru":"Мои запросы","_type":"localeString","en":"Requests"},"solutions":{"_type":"localeString","en":"Solutions","ru":"Возможности"},"find-it-product":{"ru":"Подбор и сравнение ИТ продукта","_type":"localeString","en":"Selection and comparison of IT product"},"autoconfigurator":{"_type":"localeString","en":" Price calculator","ru":"Калькулятор цены"},"comparison-matrix":{"ru":"Матрица сравнения","_type":"localeString","en":"Comparison Matrix"},"roi-calculators":{"_type":"localeString","en":"ROI calculators","ru":"ROI калькуляторы"},"b4r":{"_type":"localeString","en":"Bonus for reference","ru":"Бонус за референс"},"business-booster":{"en":"Business boosting","ru":"Развитие бизнеса","_type":"localeString"},"catalogs":{"en":"Catalogs","ru":"Каталоги","_type":"localeString"},"products":{"_type":"localeString","en":"Products","ru":"Продукты"},"implementations":{"ru":"Внедрения","_type":"localeString","en":"Deployments"},"companies":{"_type":"localeString","en":"Companies","ru":"Компании"},"categories":{"ru":"Категории","_type":"localeString","en":"Categories"},"for-suppliers":{"_type":"localeString","en":"For suppliers","ru":"Поставщикам"},"blog":{"en":"Blog","ru":"Блог","_type":"localeString"},"agreements":{"_type":"localeString","en":"Deals","ru":"Сделки"},"my-account":{"_type":"localeString","en":"My account","ru":"Мой кабинет"},"register":{"en":"Register","ru":"Зарегистрироваться","_type":"localeString"},"comparison-deletion":{"en":"Deletion","ru":"Удаление","_type":"localeString"},"comparison-confirm":{"ru":"Подтвердите удаление","_type":"localeString","en":"Are you sure you want to delete"},"search-placeholder":{"ru":"Введите поисковый запрос","_type":"localeString","en":"Enter your search term"},"my-profile":{"ru":"Мои данные","_type":"localeString","en":"My profile"},"about":{"en":"About Us","_type":"localeString"},"it_catalogs":{"_type":"localeString","en":"IT catalogs"},"roi4presenter":{"en":"Roi4Presenter","_type":"localeString"},"roi4webinar":{"_type":"localeString","en":"Pitch Avatar"},"sub_it_catalogs":{"en":"Find IT product","_type":"localeString"},"sub_b4reference":{"_type":"localeString","en":"Get reference from user"},"sub_roi4presenter":{"en":"Make online presentations","_type":"localeString"},"sub_roi4webinar":{"en":"Create an avatar for the event","_type":"localeString"},"catalogs_new":{"_type":"localeString","en":"Products"},"b4reference":{"_type":"localeString","en":"Bonus4Reference"},"it_our_it_catalogs":{"_type":"localeString","en":"Our IT Catalogs"},"it_products":{"_type":"localeString","en":"Find and compare IT products"},"it_implementations":{"en":"Learn implementation reviews","_type":"localeString"},"it_companies":{"_type":"localeString","en":"Find vendor and company-supplier"},"it_categories":{"_type":"localeString","en":"Explore IT products by category"},"it_our_products":{"_type":"localeString","en":"Our Products"},"it_it_catalogs":{"_type":"localeString","en":"IT catalogs"}},"footer":{"copyright":{"en":"All rights reserved","de":"Alle rechte vorbehalten","ru":"Все права защищены","_type":"localeString"},"company":{"en":"My Company","de":"Über die Firma","ru":"О компании","_type":"localeString"},"about":{"en":"About us","de":"Über uns","ru":"О нас","_type":"localeString"},"infocenter":{"en":"Infocenter","de":"Infocenter","ru":"Инфоцентр","_type":"localeString"},"tariffs":{"ru":"Тарифы","_type":"localeString","en":"Subscriptions","de":"Tarife"},"contact":{"de":"Kontaktiere uns","ru":"Связаться с нами","_type":"localeString","en":"Contact us"},"marketplace":{"de":"Marketplace","ru":"Marketplace","_type":"localeString","en":"Marketplace"},"products":{"_type":"localeString","en":"Products","de":"Produkte","ru":"Продукты"},"compare":{"en":"Pick and compare","de":"Wähle und vergleiche","ru":"Подобрать и сравнить","_type":"localeString"},"calculate":{"de":"Kosten berechnen","ru":"Расчитать стоимость","_type":"localeString","en":"Calculate the cost"},"get_bonus":{"_type":"localeString","en":"Bonus for reference","de":"Holen Sie sich einen Rabatt","ru":"Бонус за референс"},"salestools":{"ru":"Salestools","_type":"localeString","en":"Salestools","de":"Salestools"},"automatization":{"_type":"localeString","en":"Settlement Automation","de":"Abwicklungsautomatisierung","ru":"Автоматизация расчетов"},"roi_calcs":{"de":"ROI-Rechner","ru":"ROI калькуляторы","_type":"localeString","en":"ROI calculators"},"matrix":{"en":"Comparison matrix","de":"Vergleichsmatrix","ru":"Матрица сравнения","_type":"localeString"},"b4r":{"de":"Rebate 4 Reference","ru":"Rebate 4 Reference","_type":"localeString","en":"Rebate 4 Reference"},"our_social":{"_type":"localeString","en":"Our social networks","de":"Unsere sozialen Netzwerke","ru":"Наши социальные сети"},"subscribe":{"ru":"Подпишитесь на рассылку","_type":"localeString","en":"Subscribe to newsletter","de":"Melden Sie sich für den Newsletter an"},"subscribe_info":{"ru":"и узнавайте первыми об акциях, новых возможностях и свежих обзорах софта","_type":"localeString","en":"and be the first to know about promotions, new features and recent software reviews"},"policy":{"en":"Privacy Policy","ru":"Политика конфиденциальности","_type":"localeString"},"user_agreement":{"en":"Agreement","ru":"Пользовательское соглашение ","_type":"localeString"},"solutions":{"_type":"localeString","en":"Solutions","ru":"Возможности"},"find":{"en":"Selection and comparison of IT product","ru":"Подбор и сравнение ИТ продукта","_type":"localeString"},"quote":{"_type":"localeString","en":"Price calculator","ru":"Калькулятор цены"},"boosting":{"_type":"localeString","en":"Business boosting","ru":"Развитие бизнеса"},"4vendors":{"_type":"localeString","en":"4 vendors","ru":"поставщикам"},"blog":{"en":"blog","ru":"блог","_type":"localeString"},"pay4content":{"ru":"платим за контент","_type":"localeString","en":"we pay for content"},"categories":{"ru":"категории","_type":"localeString","en":"categories"},"showForm":{"en":"Show form","ru":"Показать форму","_type":"localeString"},"subscribe__title":{"en":"We send a digest of actual news from the IT world once in a month!","ru":"Раз в месяц мы отправляем дайджест актуальных новостей ИТ мира!","_type":"localeString"},"subscribe__email-label":{"ru":"Email","_type":"localeString","en":"Email"},"subscribe__name-label":{"_type":"localeString","en":"Name","ru":"Имя"},"subscribe__required-message":{"en":"This field is required","ru":"Это поле обязательное","_type":"localeString"},"subscribe__notify-label":{"_type":"localeString","en":"Yes, please, notify me about news, events and propositions","ru":"Да, пожалуйста уведомляйте меня о новостях, событиях и предложениях"},"subscribe__agree-label":{"ru":"Подписываясь на рассылку, вы соглашаетесь с %TERMS% и %POLICY% и даете согласие на использование файлов cookie и передачу своих персональных данных*","_type":"localeString","en":"By subscribing to the newsletter, you agree to the %TERMS% and %POLICY% and agree to the use of cookies and the transfer of your personal data"},"subscribe__submit-label":{"en":"Subscribe","ru":"Подписаться","_type":"localeString"},"subscribe__email-message":{"en":"Please, enter the valid email","ru":"Пожалуйста, введите корректный адрес электронной почты","_type":"localeString"},"subscribe__email-placeholder":{"ru":"username@gmail.com","_type":"localeString","en":"username@gmail.com"},"subscribe__name-placeholder":{"ru":"Имя Фамилия","_type":"localeString","en":"Last, first name"},"subscribe__success":{"_type":"localeString","en":"You are successfully subscribed! Check you mailbox.","ru":"Вы успешно подписаны на рассылку. Проверьте свой почтовый ящик."},"subscribe__error":{"ru":"Не удалось оформить подписку. Пожалуйста, попробуйте позднее.","_type":"localeString","en":"Subscription is unsuccessful. Please, try again later."},"roi4presenter":{"en":"Roi4Presenter","de":"roi4presenter","ru":"roi4presenter","_type":"localeString"},"it_catalogs":{"_type":"localeString","en":"IT catalogs"},"roi4webinar":{"_type":"localeString","en":"Pitch Avatar"},"b4reference":{"en":"Bonus4Reference","_type":"localeString"}},"breadcrumbs":{"home":{"en":"Home","ru":"Главная","_type":"localeString"},"companies":{"ru":"Компании","_type":"localeString","en":"Companies"},"products":{"ru":"Продукты","_type":"localeString","en":"Products"},"implementations":{"ru":"Внедрения","_type":"localeString","en":"Deployments"},"login":{"_type":"localeString","en":"Login","ru":"Вход"},"registration":{"_type":"localeString","en":"Registration","ru":"Регистрация"},"b2b-platform":{"ru":"Портал для покупателей, поставщиков и производителей ИТ","_type":"localeString","en":"B2B platform for IT buyers, vendors and suppliers"}},"comment-form":{"title":{"ru":"Оставить комментарий","_type":"localeString","en":"Leave comment"},"firstname":{"ru":"Имя","_type":"localeString","en":"First name"},"lastname":{"ru":"Фамилия","_type":"localeString","en":"Last name"},"company":{"ru":"Компания","_type":"localeString","en":"Company name"},"position":{"en":"Position","ru":"Должность","_type":"localeString"},"actual-cost":{"ru":"Фактическая стоимость","_type":"localeString","en":"Actual cost"},"received-roi":{"en":"Received ROI","ru":"Полученный ROI","_type":"localeString"},"saving-type":{"en":"Saving type","ru":"Тип экономии","_type":"localeString"},"comment":{"ru":"Комментарий","_type":"localeString","en":"Comment"},"your-rate":{"ru":"Ваша оценка","_type":"localeString","en":"Your rate"},"i-agree":{"_type":"localeString","en":"I agree","ru":"Я согласен"},"terms-of-use":{"_type":"localeString","en":"With user agreement and privacy policy","ru":"С пользовательским соглашением и политикой конфиденциальности"},"send":{"en":"Send","ru":"Отправить","_type":"localeString"},"required-message":{"ru":"{NAME} - это обязательное поле","_type":"localeString","en":"{NAME} is required filed"}},"maintenance":{"title":{"ru":"На сайте проводятся технические работы","_type":"localeString","en":"Site under maintenance"},"message":{"ru":"Спасибо за ваше понимание","_type":"localeString","en":"Thank you for your understanding"}}},"translationsStatus":{"company":"success"},"sections":{},"sectionsStatus":{},"pageMetaData":{"company":{"title":{"_type":"localeString","en":"ROI4CIO: Company","ru":"ROI4CIO: Компания"},"meta":[{"name":"og:image","content":"https://roi4cio.com/fileadmin/templates/roi4cio/image/roi4cio-logobig.jpg"},{"content":"website","name":"og:type"}],"translatable_meta":[{"name":"title","translations":{"en":"Company","ru":"Компания","_type":"localeString"}},{"name":"description","translations":{"ru":"Описание компании","_type":"localeString","en":"Company description"}},{"name":"keywords","translations":{"_type":"localeString","en":"Company keywords","ru":"Ключевые слова для компании"}}]}},"pageMetaDataStatus":{"company":"success"},"subscribeInProgress":false,"subscribeError":false},"auth":{"inProgress":false,"error":false,"checked":true,"initialized":false,"user":{},"role":null,"expires":null},"products":{"productsByAlias":{},"aliases":{},"links":{},"meta":{},"loading":false,"error":null,"useProductLoading":false,"sellProductLoading":false,"templatesById":{},"comparisonByTemplateId":{}},"filters":{"filterCriterias":{"loading":false,"error":null,"data":{"price":{"min":0,"max":6000},"users":{"loading":false,"error":null,"ids":[],"values":{}},"suppliers":{"loading":false,"error":null,"ids":[],"values":{}},"vendors":{"loading":false,"error":null,"ids":[],"values":{}},"roles":{"id":200,"title":"Roles","values":{"1":{"id":1,"title":"User","translationKey":"user"},"2":{"id":2,"title":"Supplier","translationKey":"supplier"},"3":{"id":3,"title":"Vendor","translationKey":"vendor"}}},"categories":{"flat":[],"tree":[]},"countries":{"loading":false,"error":null,"ids":[],"values":{}}}},"showAIFilter":false},"companies":{"companiesByAlias":{"apptivo":{"id":4030,"title":"Apptivo","logoURL":"https://old.roi4cio.com/uploads/roi/company/apptivo.PNG","alias":"apptivo","address":"","roles":[{"id":2,"type":"supplier"},{"id":3,"type":"vendor"}],"description":"When we initially launched Apptivo in 2009, our mission was to be an affordable and easy to use solution for small businesses to collaborate with customers and partners. Our industry leading solution has grown substantially in this time and so have our clients. Over 150,000 businesses in 194 countries now rely on Apptivo for their CRM Software, Project Management, Invoicing and communication needs.\r\n\r\nToday, the Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. As you can see, we’ve expanded over the years, proving our goal that small businesses are the engine for economic growth.\r\n\r\nApptivo offers the complete footprint of a high-end ERP/CRM platform together with highly competitive pricing.\r\n","companyTypes":["supplier","vendor"],"products":{},"vendoredProductsCount":1,"suppliedProductsCount":1,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":0,"vendorImplementationsCount":0,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{"71":{"id":71,"title":"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","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png","alias":"crm-customer-relationship-management"},"75":{"id":75,"title":"ERP - Enterprise Resource Planning","description":"<span style=\"font-weight: bold; \">Enterprise resource planning (ERP)</span> is the integrated management of main business processes, often in real-time and mediated by software and technology.\r\nEnterprise resource planning system is usually referred to as a category of business management software — typically a suite of integrated applications—that an organization can use to collect, store, manage, and interpret data from these many business activities.\r\nERP provides an integrated and continuously updated view of core business processes using common databases maintained by a database management system. \r\nEnterprise resource planning solutions track business resources— cash, raw materials, production capacity—and the status of business commitments: orders, purchase orders, and payroll. The applications that make up the system share data across various departments (manufacturing, purchasing, sales, accounting, etc.) that provide the data. \r\n<p class=\"align-left\">ERP facilitates information flow between all business functions and manages connections to outside stakeholders.</p>\r\n<p class=\"align-left\">You can think of an enterprise resource planning system as the glue that binds together the different computer systems for a large organization. Without an ERP application, each department would have its own system optimized for that division's particular tasks. With ERP software, each department still has its own system, but all of the systems can be accessed through one application with one interface.</p>\r\n<p class=\"align-left\">ERP applications also allows the different departments to communicate and share information more easily with the rest of the company. It collects information about the activity and state of different divisions, making this information available to other parts, where it can be used productively.</p>\r\n<p class=\"align-center\"><span style=\"font-weight: bold;\">ERP systems typically include the following characteristics:</span></p>\r\n<ul><li>An integrated system</li><li>Operates in (or near) real time</li><li>A common database that supports all the applications</li><li>A consistent look and feel across modules</li><li>Installation of the system with elaborate application/data integration by the Information Technology (IT) department, provided the implementation is not done in small steps</li><li>Deployment options include: on-premises, cloud hosted, or SaaS</li></ul>\r\n<p class=\"align-left\">Enterprise resource planning programs have traditionally been used by the big players in the market that have thousands of employees spread out over the world. However, software developers are now marketing business ERP solutions to small- and medium-sized companies. </p>\r\n<p class=\"align-left\">There are different types of ERP software ranging from industry-specific ERP solutions to web-based, or cloud ERP software; to small business ERP.<br />The type of ERP system that will work best for your business depends on the size of your organization and the functions of the ERP solution that can best support your business requirements.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Industry Specific ERP.</span> ERP systems for large corporations are often built from the ground up to suit the organization's specific and unique needs. For a small business like yours, an off-the-shelf model will work fine. Most are grouped into three categories to service manufacturing, finance or logistics based companies.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Web-Based ERP system.</span> ERP software services tend to be complex, requiring high-end computers to run them. However, instead of purchasing the software to run on your computer in your office, many suppliers offer Software as a Service, or SaaS. In this case, you pay a subscription to access the software and your data over the internet. Because the program is running on a remote server, you are free to access it from anywhere you have an Internet connection.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">ERP software for small business.</span> Although ERP systems can cover everything from supply chain management to accounting solutions as well as customer relations management, your business may not need to automate all these functions. Therefore, software developers offer scaled-down models at a lower, more cost-effective price. For instance, your operation may work fine with a system that offers sales and order management, but leaves out the module for warehouse management.<br /><br /><br /><br /><br /></p>","materialsDescription":"<h1 class=\"align-center\"> <span style=\"font-weight: normal;\">What does an ERP do?</span></h1>\r\nThe purpose of an ERP management system is to improve efficiency (and thereby profitability) through improving how company resources are spent, whether those resources be time, money, staff or something else.<br />If you can reduce how many resources are being used, without sacrificing quality/performance, then you can grow your business more efficiently and appropriately.\r\nERP software combines a number of different reports and metrics across various departments into the same environment. This makes it easier to get a full view of what’s going on and how resources are being spent.<br />From this vantage point of the business, you can discover key insights into how processes might be improved or resources better spent to generate higher growth. \r\nWithout an ERP system and proper planning of how resources should be spent to maximize growth and the bottom line, it is much easier to invest resources in tactics that underperform.\r\nConversely, a great ERP software platform allows a business to allocate resources away from underperforming tactics and into those that are generating good returns.\r\n<p class=\"align-left\">An ERP system also makes it faster to find the information or report you’re after because everything is in the same place. You don’t have to search through spreadsheets or look through different business applications to find that kernel of data you need; it’s all available and accessible right from the ERP interface.</p>\r\n<header><h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the different features of ERP software?</span></h1>\r\n<p class=\"align-center\"></p></header>\r\nERP software can differ depending on the package you purchase and the provider. That being said, there are some key features that you should look for when researching ERP software providers. Your software should, at the bare minimum, offer the following modules:\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Accounting:</span> Manage all of your financial reports in the same interface, such as purchase orders, expenses, sales reports, payroll, etc. This makes it easier to monitor your cash flow and revenue and determines how money might be better spent or how you can reduce your burn rate.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Inventory and warehousing</span>: If your business has inventory or warehouse processes, your ERP business software needs to be able to integrate those operations to better track and manage goods. This makes it easier to see how much inventory is available, what inventory is going out for delivery, what inventory is coming in from which vendors and more. Carefully monitoring and tracking these processes helps protect a business from running out of stock, mismanaging a delivery and other potential issues.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">eCommerce and web</span>: It’s essential for a business to be able to see the eCommerce side of their business separate from physical, retail sales. After all, the tactics you leverage to encourage online sales are different than the ones you use for your physical stores. An excellent ERP system will enhance your existing web offerings to include better purchase options for customers to choose from.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Human resources</span>: As much as a business strives to keep customers happy and retained, it is equally important that your employees remain happy as well. The HR module of your ERP system contains all of the employee management processes, including payroll expenses, recruitment, performance evaluations, attendance, scheduling and more. It’s a one-stop module for all employee management and communication efforts.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">CRM and marketing</span>: Your brand-customer relationships are ultimately going to drive repeat business. It’s important to know how effectively your marketing tactics are working at engaging and re-engaging customers, whether those tactics are email marketing campaigns, social media offers, surveys, follow-up phone calls and others. The CRM module will better express what’s working and what isn’t and how marketing is translating into added revenue.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Project management:</span> The last should-have feature of your ERP software product is a project management tool, which allows you to communicate productively across your organization to plan and execute projects internally. This helps ensure company cohesion by getting every involved stakeholder or employee on the same page and in-the-know as to the most current business objectives and goals.</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Benefits of ERP software and why to build it</span></h1>\r\n<p class=\"align-left\">In today’s business environments, it’s hard to move on without an ERP system. Among the main benefits of ERP implementation is automatization of manual tasks staff spends hours on and thus improves the overall business performance. So the staff can focus on more important initiatives. At the same time, you can collect real-time data for improving performance management and making data-driven decisions.<br />ERP&nbsp; planning software comes handy in lots of areas due to its in-built modules and flexibility. Here are a few advantages of ERP software tools:</p>\r\n<p class=\"align-left\"><br />1. <span style=\"font-weight: bold;\">Reduce operating cost</span>. The company starts gaining profit as soon as the ERP system is implemented. Prepare to face the reduction of marketing expenses, inventory maintenance, production cost and so on. Also, if you’re aimed at combining all business processes within a unified system, ERP is the right choice. By using the software, it’s easy to improve cross-department cooperation and increase staff’s efficiency.</p>\r\n<p class=\"align-left\">2.<span style=\"font-weight: bold;\"> Instant data access.</span> With ERP systems, employees soon forget about hours spent on collecting necessary details. Instead, they can be accessed in just a few minutes. Works great for busy executives and department managers that need to access data quickly.</p>\r\n<p class=\"align-left\">3. <span style=\"font-weight: bold;\">Defined planning process.</span> It’s easy to understand the business objectives, targets and aims when you have a full list of business needs, outcomes, and assets all in one place.</p>\r\n<p class=\"align-left\">Sure, ERP systems also have some disadvantages. The most common issue is the price. It’s almost impossible for small companies to develop an ERP suite for their own needs, only middle and large-sized corporations can afford it.<br /><br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/ERP_-_Enterprise_Resource_Planning.png","alias":"erp-enterprise-resource-planning"}},"branches":"Information Technology","companyUrl":"http://www.apptivo.com/","countryCodes":["IND","USA"],"certifications":[],"isSeller":true,"isSupplier":true,"isVendor":true,"presenterCodeLng":"","seo":{"title":"Apptivo","keywords":"Apptivo, businesses, small, with, solution, integrated, just, user","description":"<div>When we initially launched Apptivo in 2009, our mission was to be an affordable and easy to use solution for small businesses to collaborate with customers and partners. Our industry leading solution has grown substantially in this time and so have our cl","og:title":"Apptivo","og:description":"<div>When we initially launched Apptivo in 2009, our mission was to be an affordable and easy to use solution for small businesses to collaborate with customers and partners. Our industry leading solution has grown substantially in this time and so have our cl","og:image":"https://old.roi4cio.com/uploads/roi/company/apptivo.PNG"},"eventUrl":"","vendorPartners":[],"supplierPartners":[],"vendoredProducts":[{"id":1130,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Apptivo_CRM.png","logo":true,"scheme":false,"title":"Apptivo CRM","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"apptivo-crm","companyTitle":"Apptivo","companyTypes":["supplier","vendor"],"companyId":4030,"companyAlias":"apptivo","description":"\r\n<p>Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. 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. ","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Apptivo CRM","keywords":"sales, tools, your, Apptivo, system, with, complete, inventory","description":"\r\n<p>Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes l","og:title":"Apptivo CRM","og:description":"\r\n<p>Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes l","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Apptivo_CRM.png"},"eventUrl":"","translationId":1130,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":3,"title":"CRM"}],"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","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"suppliedProducts":[{"id":1130,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Apptivo_CRM.png","logo":true,"scheme":false,"title":"Apptivo CRM","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"apptivo-crm","companyTitle":"Apptivo","companyTypes":["supplier","vendor"],"companyId":4030,"companyAlias":"apptivo","description":"\r\n<p>Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. 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. ","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Apptivo CRM","keywords":"sales, tools, your, Apptivo, system, with, complete, inventory","description":"\r\n<p>Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes l","og:title":"Apptivo CRM","og:description":"\r\n<p>Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes l","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Apptivo_CRM.png"},"eventUrl":"","translationId":1130,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":3,"title":"CRM"}],"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","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"partnershipProgramme":null}},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"implementations":{"implementationsByAlias":{},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"agreements":{"agreementById":{},"ids":{},"links":{},"meta":{},"loading":false,"error":null},"comparison":{"loading":false,"error":false,"templatesById":{},"comparisonByTemplateId":{},"products":[],"selectedTemplateId":null},"presentation":{"type":null,"company":{},"products":[],"partners":[],"formData":{},"dataLoading":false,"dataError":false,"loading":false,"error":false},"catalogsGlobal":{"subMenuItemTitle":""}}