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CRMIUM
CRMIUM
http://crmium.com/
Information Technology
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Description
CRMIUM - интегратор CRM-систем
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Categories
CRM - Customer Relationship Management
Supplied deployments
Zoho CRM for educational platform
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DTEK Academy
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CRMIUM
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Zoho Corporation
Supplied products
Zoho Sprints
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Zoho Corporation
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Project and Portfolio Management
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Zoho Assist
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Zoho Corporation
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Remote Desktop Software
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Zoho ContactManager
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Zoho Corporation
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CRM - Customer Relationship Management
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Zoho Workplace
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Zoho Corporation
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Collaborative Applications
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Zoho CRM
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Zoho Corporation
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CRM - Customer Relationship Management
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Zoho Corporation
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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 "at home customer services" or "at home customer support."\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. </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":[]}],"countries":[{"id":217,"title":"Ukraine","name":"UKR"}],"startDate":"0000-00-00","endDate":"0000-00-00","dealDate":"0000-00-00","price":0,"status":"finished","statusLabel":"Finished","isImplementation":true,"isAgreement":false,"confirmed":1,"implementationDetails":{"businessObjectives":{"id":14,"title":"Business objectives","translationKey":"businessObjectives","options":[{"id":4,"title":"Reduce Costs"},{"id":5,"title":"Enhance Staff Productivity"},{"id":7,"title":"Improve Customer Service"},{"id":252,"title":"Increase Customer Base"},{"id":262,"title":"Support Customers"}]},"businessProcesses":{"id":11,"title":"Business process","translationKey":"businessProcesses","options":[{"id":177,"title":"Decentralized IT systems"},{"id":340,"title":"Low quality of customer service"},{"id":370,"title":"No automated business processes"},{"id":356,"title":"High costs of routine operations"},{"id":377,"title":"Separate communications channels"},{"id":388,"title":"Failure to attract new customers"},{"id":389,"title":"Customer attrition"},{"id":390,"title":"Low quality of customer support"}]}},"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 "who can adjust themselves to the personality of the guest". 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 "at home customer services" or "at home customer support."\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. </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"}],"additionalInfo":{"budgetNotExceeded":"","functionallyTaskAssignment":"","projectWasPut":"","price":0,"source":{"url":"http://crmium.com/#menu_item3","title":"Media"}},"comments":[],"referencesCount":0}],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":1,"vendorImplementationsCount":0,"vendorPartnersCount":1,"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 "who can adjust themselves to the personality of the guest". 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 "at home customer services" or "at home customer support."\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. </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"}},"branches":"Information Technology","companyUrl":"http://crmium.com/","countryCodes":["UKR"],"certifications":[],"isSeller":true,"isSupplier":true,"isVendor":false,"presenterCodeLng":"","seo":{"title":"CRMIUM","keywords":"CRMIUM","description":"CRMIUM - интегратор CRM-систем","og:title":"CRMIUM","og:description":"CRMIUM - интегратор CRM-систем","og:image":"https://old.roi4cio.com/uploads/roi/company/CRMIUM.png"},"eventUrl":"","vendorPartners":[{"vendor":"Zoho Corporation","partnershipLevel":"","countries":"","partnersType":""}],"supplierPartners":[],"vendoredProducts":[],"suppliedProducts":[{"id":3092,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Zoho-Sprints.jpg","logo":true,"scheme":false,"title":"Zoho Sprints","vendorVerified":0,"rating":"1.40","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":1,"alias":"zoho-sprints","companyTitle":"Zoho Corporation","companyTypes":["supplier","vendor"],"companyId":4023,"companyAlias":"zoho-corporation","description":"<p>Zoho Sprints is an online agile project management solution designed to help agile teams plan their project, track their progress, and deliver the appropriate product on time. The simple and clutter-free tool takes care of keeping timesheets, monitoring the task statuses, preparing meetings, and overviewing the analytics.</p>\r\n<p>Given that agile teams function with a core value on responding to change and working with a sense of urgency, having a system that augments this type of operation is vital. Zoho Sprints is a dynamic software that is quick and easy to set up, so you can immediately invite your team members, assign them roles, build a backlog, and commence your sprint.</p>\r\n<p>It is part of the revolutionary suite of software solutions by Zoho designed to help businesses in various aspects of their operations. Hence, you can easily integrate Zoho Sprints with Zoho’s other applications in marketing, sales, accounting, customer support, and more using a single login and password.</p>\r\n<p>Zoho Sprints is also available for iOS and Android. The mobile app helps you manage and track your agile projects. Know where each sprint stands in the Scrum board, get insights from agile reports, and collaborate on the go.</p>","shortDescription":"Zoho Sprints is a free online agile project management tool for Scrum teams.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":8,"sellingCount":10,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Zoho Sprints","keywords":"","description":"<p>Zoho Sprints is an online agile project management solution designed to help agile teams plan their project, track their progress, and deliver the appropriate product on time. The simple and clutter-free tool takes care of keeping timesheets, monitoring the","og:title":"Zoho Sprints","og:description":"<p>Zoho Sprints is an online agile project management solution designed to help agile teams plan their project, track their progress, and deliver the appropriate product on time. The simple and clutter-free tool takes care of keeping timesheets, monitoring the","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Zoho-Sprints.jpg"},"eventUrl":"","translationId":3093,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":81,"title":"Project and Portfolio Management"}],"testingArea":"","categories":[{"id":363,"title":"Project and Portfolio Management","alias":"project-and-portfolio-management","description":"<span style=\"font-weight: bold;\">Project Portfolio Management (PPM)</span> is the centralized management of the processes, methods, and technologies used by project managers and project management offices (PMOs) to analyze and collectively manage current or proposed projects based on numerous key characteristics. The objectives of PPM are to determine the optimal resource mix for delivery and to schedule activities to best achieve an organization’s operational and financial goals, while honouring constraints imposed by customers, strategic objectives, or external real-world factors. The International standard defines the framework of the Project Portfolio Management.\r\nPPM provides program and project managers in large, program/project-driven organizations with the capabilities needed to manage the time, resources, skills, and budgets necessary to accomplish all interrelated tasks. It provides a framework for issue resolution and risk mitigation, as well as the centralized visibility to help planning and scheduling teams to identify the fastest, cheapest, or most suitable approach to deliver projects and programs. Portfolio Managers define Key Performance Indicators and the strategy for their portfolio.\r\n<span style=\"font-style: italic;\">Pipeline Management.</span> Pipeline management involves steps to ensure that an adequate number of project proposals are not generated and not evaluated to determine whether (and how) a set of projects in the portfolio can be executed with finite development resources in a specified time. There are three major sub-components to pipeline management: ideation, work intake processes, and Phase-Gate reviews. Fundamental to pipeline management is the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan.\r\n<span style=\"font-style: italic;\">Resource Manager.</span> The focus on the efficient and effective deployment of an organization’s resources where and when they are needed. These can include financial resources, inventory, human resources, technical skills, production, and design. In addition to project-level resource allocation, users can also model ‘what-if’ resource scenarios, and extend this view across the portfolio.\r\n<span style=\"font-style: italic;\">Change Control.</span> The capture and prioritization of change requests that can include new requirements, features, functions, operational constraints, regulatory demands, and technical enhancements. PPM provides a central repository for these change requests and the ability to match available resources to evolving demand within the financial and operational constraints of individual projects.\r\n<span style=\"font-style: italic;\">Financial Management.</span> With PPM, the Office of Finance can improve their accuracy for estimating and managing the financial resources of a project or group of projects. In addition, the value of projects can be demonstrated in relation to the strategic objectives and priorities of the organization through financial controls and to assess progress through earned value and other project financial techniques.\r\n<span style=\"font-style: italic;\">Risk Management.</span> An analysis of the risk sensitivities residing within each project, as the basis for determining confidence levels across the portfolio. The integration of cost and schedule risk management with techniques for determining contingency and risk response plans, enable organizations to gain an objective view of project uncertainties.","materialsDescription":" <span style=\"font-weight: bold;\">What’s the difference between Project Management and Project Portfolio Management?</span>\r\nProject management is focused on an individual project, making sure it achieves its objectives and adheres to cost schedule baselines and performance standards. Project portfolio management, on the other hand, takes into consideration all the projects within a portfolio. The primary objective here is to select and maintain the appropriate mix of projects and to assess the costs, risks, and returns of running these projects in relation to how they match with organizational goals. Simply put, project management is about doing the project right, project portfolio management is about doing the right projects.\r\n<span style=\"font-weight: bold;\">What Problems Can Project Portfolio Management Address?</span>\r\nProject Portfolio Management helps companies avoid project overload and work on projects that are not aligned with the ultimate vision. In other words, project portfolio management helps companies to work towards their goals without getting sidetracked by too many shiny pennies (ie. projects that appear to be enticing but actually drain their resources for little return).\r\n<span style=\"font-weight: bold;\">How does Project Portfolio Management help with new product development?</span>\r\nProject Portfolio Management supports companies in assessing, evaluating and ranking new product ideas before they become projects, so that time, money and human resources can be spent working on projects that support strategic objectives. This becomes increasingly important and relevant for companies that receive dozens if not hundreds of project proposals.\r\n<span style=\"font-weight: bold;\">What are the key elements of successful portfolio management?</span>\r\nGoals, objectives, governance, approval processes and monitoring portfolio performance.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Project_and_Portfolio_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":5965,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/zoho_assist.png","logo":true,"scheme":false,"title":"Zoho Assist","vendorVerified":0,"rating":"1.40","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":1,"alias":"zoho-assist","companyTitle":"Zoho Corporation","companyTypes":["supplier","vendor"],"companyId":4023,"companyAlias":"zoho-corporation","description":"<p><span style=\"font-weight: bold;\">Zoho Assist</span> is cloud-based remote support and remote access software that helps you support customers from a distance through web-based, on-demand remote support sessions. Set up unattended remote access and manage remote PCs, laptops, mobile devices, and servers effortlessly. A few seconds is all you need to establish secure connections to offer your customers remote support solutions.</p>\r\n<p> </p>\r\n<p><span style=\"font-weight: bold;\">Outsourced IT & MSP Support</span></p>\r\n<p>Remotely access computers anywhere in the world with ease. With remote access software you can manage remote computers efficiently to improve customer satisfaction.</p>\r\n<p><span style=\"font-weight: bold;\">Customer Support</span></p>\r\n<p>Connect to customers' remote desktops. Establishing remote PC access allows you to troubleshoot faster and ensures your customers are happy.</p>\r\n<p><span style=\"font-weight: bold;\">IT Help Desks</span></p>\r\n<p>Empower your IT help desk with a remote desktop software to resolve customers' issues remotely. Speed up resolution time and deliver outstanding service.</p>\r\n<p> </p>\r\n<p><span style=\"font-weight: bold;\">Connect Remotely. Save time and money.</span></p>\r\n<p><span style=\"font-weight: bold;\">On-demand remote support</span></p>\r\n<p>Troubleshoot a remote computer through ad-hoc or on-demand remote sessions with no prior installation. Invitees can also join a session through an email invite.</p>\r\n<p><span style=\"font-weight: bold;\">Unattended remote access</span></p>\r\n<p>Set up unattended remote access for computers, both inside and outside LAN. Mass deployment options available. Assist supports both Windows and Mac.</p>\r\n<p><span style=\"font-weight: bold;\">File transfer</span></p>\r\n<p>File transfer during a live session will help you send updates, patches, or any type of file to the remote computer. The transfer is completely secure with SSL 256-bit AES encryption.</p>\r\n<p><span style=\"font-weight: bold;\">Voice and Video Chat</span></p>\r\n<p>Interact with your customer and resolve issues faster by connecting to them on a voice or video chat during a remote session.</p>\r\n<p><span style=\"font-weight: bold;\">Reboot and reconnect</span></p>\r\n<p>The remote access software solution allows technicians to reboot any remote desktop with a single click and reconnect to the session without losing control.</p>\r\n<p><span style=\"font-weight: bold;\">Multiple Monitor Support</span></p>\r\n<p>Navigate between any number of monitors connected to the remote computer. Assist automatically detects active monitors in use.</p>","shortDescription":"Zoho Assist helps you control a remote computer right from your Android device. You can provide remote support for unattended computers as well.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":12,"sellingCount":2,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Zoho Assist","keywords":"","description":"<p><span style=\"font-weight: bold;\">Zoho Assist</span> is cloud-based remote support and remote access software that helps you support customers from a distance through web-based, on-demand remote support sessions. Set up unattended remote access and manage re","og:title":"Zoho Assist","og:description":"<p><span style=\"font-weight: bold;\">Zoho Assist</span> is cloud-based remote support and remote access software that helps you support customers from a distance through web-based, on-demand remote support sessions. Set up unattended remote access and manage re","og:image":"https://old.roi4cio.com/fileadmin/user_upload/zoho_assist.png"},"eventUrl":"","translationId":5966,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":136,"title":"Remote Desktop Software"}],"testingArea":"","categories":[{"id":878,"title":"Remote Desktop Software","alias":"remote-desktop-software","description":"The term remote desktop refers to a software or operating system feature that allows a personal computer's desktop environment to be run remotely on one system (usually a PC, but the concept applies equally to a server), while being displayed on a separate client device. Remote desktop applications have varying features. Some allow attaching to an existing user's session (i.e., a running desktop) and "remote controlling", either displaying the remote control session or blanking the screen. Taking over a desktop remotely is a form of remote administration.\r\nRemote access can also be explained as remote control of a computer by using another device connected via the Internet or another network. This is widely used by many computer manufacturers and large businesses' help desks for technical troubleshooting of their customers' problems.\r\nRemote desktop software captures the mouse and keyboard inputs from the local computer (client) and sends them to the remote computer (server). The remote computer in turn sends the display commands to the local computer. When applications with many graphics including video or 3D models need to be controlled remotely, a remote workstation software that sends the pixels rather than the display commands must be used to provide a smooth, like-local experience. HP Remote Graphics Software is one such remote workstation solution.\r\nRemote desktop sharing is accomplished through a common client/server model. The client, or VNC viewer, is installed on a local computer and then connects via a network to a server component, which is installed on the remote computer. In a typical VNC session, all keystrokes and mouse clicks are registered as if the client were actually performing tasks on the end-user machine.\r\nThe target computer in a remote desktop scenario is still able to access all of its core functions. Many of these core functions, including the main clipboard, can be shared between the target computer and remote desktop client.\r\nA main use of remote desktop software is remote administration and remote implementation. This need arises when software buyers are far away from their software vendor. Most remote access software can be used for "headless computers": instead of each computer having its own monitor, keyboard and mouse or using a KVM switch, one computer can have a monitor, keyboard, mouse, and remote control software, and control many headless computers. The duplicate desktop mode is useful for user support and education. Remote control software combined with telephone communication can be nearly as helpful for novice computer-users as if the support staff were actually there.\r\nSince the advent of cloud computing, remote desktop software can be housed on USB hardware devices, allowing users to connect the device to any PC connected to their network or the Internet and recreate their desktop via a connection to the cloud. This model avoids one problem with remote desktop software, which requires the local computer to be switched on at the time when the user wishes to access it remotely. (It is possible with a router with C2S VPN support, and Wake on LAN equipment, to establish a virtual private network (VPN) connection with the router over the Internet, if not connected to the LAN, switch on a computer connected to the router, then connect to it.)\r\nRemote desktop products are available in three models: hosted service, software, and appliance.","materialsDescription":"<span style=\"font-weight: bold;\">What is Remote Desktop Software?</span>\r\nRemote Desktop Software is a tool that uses Virtual Network Computing (VNC) to allow one computer to remotely access and control another computer over an internet/network connection.\r\n<span style=\"font-weight: bold;\">How does Remote Desktop Software Work?</span>\r\nRemote Desktop Software uses a client-server model to connect to and control a computer remotely:\r\n<ul><li><span style=\"font-weight: bold;\">Server:</span> The server is a remote device that is being controlled.</li><li><span style=\"font-weight: bold;\">Client:</span> The client is the local device used to control the server.</li></ul>\r\nThe server's UI is displayed on the client monitor which enables the client to control the server via keyboard and mouse inputs. These inputs are executed in the server's environment, and the UI is updated in the client's display accordingly.\r\n<span style=\"font-weight: bold;\">Why is Remote Desktop Software used?</span>\r\nRemote desktop software is a tool that allows you to use the remote desktop feature seamlessly. It is used mainly for the following purposes:\r\n<ul><li><span style=\"font-weight: bold;\">Troubleshooting:</span> IT Admins are on call 24/7 and a remote access tool helps them save time and effort by allowing them to fix issues remotely within a few minutes.</li><li><span style=\"font-weight: bold;\">Help Desk:</span> Help Desk technicians' primary responsibility is to resolve any issues that customers might face while using their product, and this more often than not involves taking remote control of their customers' devices. Work from home: People that work from home often need to remotely connect to and use their corporate devices for various purposes.</li><li><span style=\"font-weight: bold;\">Personal use:</span> You can remotely access a computer at your home when you're on the move, to access files or personal documents you may require urgently.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/remote.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":1122,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Zoho_ContactManager.jpg","logo":true,"scheme":false,"title":"Zoho ContactManager","vendorVerified":0,"rating":"1.40","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":1,"alias":"zoho-contactmanager","companyTitle":"Zoho Corporation","companyTypes":["supplier","vendor"],"companyId":4023,"companyAlias":"zoho-corporation","description":"Get more context. Make smarter decisions.\r\n\r\n<ul><li>Have one place for all your contacts. Maintain your contacts in a centralized address book, and have a unified view of related tasks, notes, and emails.</li><li>Track deals, and tasks.Stay on top of your deals, manage your tasks, and follow up on your to-do items. Categorize everything with Tags.</li><li>Bring your team together. Create, assign custom roles to team members and control who can see what information with predefined user profiles. Stay up-to-date of all the happenings in your team through Feeds.</li><li>Search intelligently. Quickly find exactly what you want with the intelligent multi-conditional search feature.</li><li>Use smart templates. Improve your productivity by using smart task and email templates to share best practices with your team. Engage via email & social media.</li><li>Manage your email interactions. Stay glued with your social media audience and build beautiful customer relationships online.</li></ul>\r\nZoho ContactManager integrates with\r\n<ul><li>Zoho Mail</li><li>MS Outlook</li><li>MailChimp</li><li>G Suite</li><li>Card Scanner</li><li>Facebook</li><li>Twitter</li></ul>","shortDescription":"Zoho ContactManager is an online contact management software that lets you organize contacts, tasks, and deals in one place. Managing your business contacts just got easier.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":9,"sellingCount":17,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Zoho ContactManager","keywords":"your, with, team, Zoho, tasks, Stay, email, media","description":"Get more context. Make smarter decisions.\r\n\r\n<ul><li>Have one place for all your contacts. Maintain your contacts in a centralized address book, and have a unified view of related tasks, notes, and emails.</li><li>Track deals, and tasks.Stay on top of your dea","og:title":"Zoho ContactManager","og:description":"Get more context. Make smarter decisions.\r\n\r\n<ul><li>Have one place for all your contacts. Maintain your contacts in a centralized address book, and have a unified view of related tasks, notes, and emails.</li><li>Track deals, and tasks.Stay on top of your dea","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Zoho_ContactManager.jpg"},"eventUrl":"","translationId":1123,"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 "who can adjust themselves to the personality of the guest". 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 "at home customer services" or "at home customer support."\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. </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"},{"id":409,"title":"Content Collaboration","alias":"content-collaboration","description":" <span style=\"font-weight: bold; \">Content collaboration</span> software makes it easy for your users to securely create, access, share and manage business content.\r\nThe content collaboration platform (CCP) market covers a range of products and services that enable content productivity and collaboration. CCPs are aimed at individuals and teams, inside or outside an organization. Additionally, CCPs increasingly support lightweight content management and workflow use cases. <span style=\"font-weight: bold;\">Core user functionalities include: </span>\r\n<ul><li>Mobile access to content repositories.</li><li> File synchronization across devices and cloud repositories.</li><li>File sharing with people and applications, inside or outside an organization. </li><li>Team collaboration, with dedicated folders.</li><li>A content repository. This can be cloud based collaboration software or on-premises program, native to the CCP platform or based on other file servers or repositories.</li></ul>\r\nCommon <span style=\"font-weight: bold;\">features </span>of collaboration software include messaging, audio and video conferencing, task management, document management, calendars, and time tracking.\r\nFrom employees and decision-makers to partners, vendors, regulators and customers, your users benefit from easy, secure access to valuable business content. Rather than keeping files locked up in silos, content collaboration software enables information to flow safely and freely within your organization and across your firewall to external contacts.\r\nSecuring those documents is the challenge. Unless your content collaboration software maintains the highest standards of performance, security, auditing and reliability, cross-enterprise document sharing may lead to inadvertent data leaks or malicious security breaches.","materialsDescription":"<h1 class=\"align-center\">Types of collaboration software tools</h1>\r\nGenerally, collaboration software can be divided into synchronous (or real-time) and asynchronous. Using synchronous software, teammates can work together at the same time, for example with apps that allow several users to edit the same document in real time. Asynchronous software enables users to work on the same task at different times.\r\nBased on their key features, collaboration software can be classified into:\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">Communication software</span></p>\r\nTo solve communication problems, communication software offers chat and audio or video collaboration platform so people can communicate within teams without having to travel. As a result, communication software saves time, helps solve problems faster, and allows remote teams to connect, which otherwise would be difficult and time-consuming.\r\n<span style=\"font-weight: bold; \">Key features include:</span>\r\n<ul><li>Chat and messaging to enable real-time text conversations using direct messages or group chats</li><li>Audio and video conferencing to let people make calls and hold meetings regardless of their location</li><li>Discussion threads to allow users to reply to one particular message in a group chat or channel without distracting other teammate</li><li>File sharing or file collaboration software to make it fast and easy to upload and send files</li></ul>\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">Task management software</span></p>\r\nTask management is an important part of collaboration. Teams use task management software to prioritize and track tasks, which helps to keep track of deadlines. To make collaboration more transparent and effective, task management software often provides boards, timelines, and calendars.\r\n<span style=\"font-weight: bold; \">Key features include:</span>\r\n<ul><li>Boards to create and manage tasks</li><li>Task assignment to appoint people to a task</li><li>Task prioritization to move tasks and set the project schedule</li><li>Planning and scheduling to create plans and meet deadlines using timelines and calendars</li><li>File management to attach and arrange file</li></ul>\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">Document and content management software</span></p>\r\nDocument and content management software allows users to store, share, and work together on different files. Most of these tools track history of changes that different users make. Some collaboration apps and platforms also have features like chat and video conferencing, allowing users to collaborate on a document and communicate at the same time.\r\n<span style=\"font-weight: bold; \">Key features include:</span>\r\n<ul><li>Document and content management to store and track documents and other files</li><li>Cooperative writing to let several people write content together</li><li>Synchronous editing to let several people edit the same document at the same time and see changes in real time</li><li> Ready-made templates to create documents faster</li></ul>\r\n<br /><br /><br />","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Content_Collaboration.png"},{"id":277,"title":"Enterprise Social Networks","alias":"enterprise-social-networks","description":" Enterprise social networking focuses on the use of online social networks or social relations among people who share business interests and/or activities. Enterprise social networking is often a facility of enterprise social software (regarded as a primary component of Enterprise 2.0), which is essentially social software used in "enterprise" (business/commercial) contexts. It encompasses modifications to corporate intranets (referred to as social intranets) and other classic software platforms used by large companies to organize their communication, collaboration and other aspects of their intranets. Enterprise social networking is also generally thought to include the use of a standard external social networking service to generate visibility for an enterprise.\r\nSocial networking sites started to form in the 1990s; an example of these websites is Theglobe.com, which began in 1995. As other websites such as GeoCities and Tripod.com started to form online communities, they encouraged their users to interact with each other via chat rooms and other tools. They also provided easy-to-use publishing tools along with free web space. Classmates.com’s approach was to link people together via their emails, the website was like a friends search engine.\r\nBusinesses eventually realized that social networking websites could provide a fast and efficient way of marketing. Social media websites are great places for businesses to reach their customers, and the environment can provide a means for growing a business. In 2005, as social networking websites were becoming more and more popular, Myspace had more page views than Google. Myspace was followed by Facebook which started in February 2004. When Facebook began, users were limited to college students in the United States, who had to use a college email with a .edu extension to join the network. In September 2005 some high schools were allowed to join the network, but they needed an invitation to join. On September 26 of 2006, Facebook announced that anyone around the world older than 13 years old with a valid email would be able to join Facebook’s online community. In October 2007, Microsoft purchased a 1.6% share of Facebook. That gave them the right to place international ads on Facebook. In July 2010 it was reported that Facebook had more than 500 million active users. This means that one out of fourteen people around the world is a Facebook user. The growth of Facebook was a boom in the social networking space. Facebook became a huge corporation that had 1400 employees in 2009; their estimated revenue was US$800 million in 2009. In 2010, it was reported that there were more than 200 social networking websites on the web.\r\nMany companies are starting to implement social networks to promote collaboration amongst their employees. Vendors are now starting to use this as a way to help out the different companies. Some companies are starting to teach their employees about cloud computing and SaaS. These new technologies are being added to the enterprise social networks. These networks are being implemented to get employees collaborating and sharing tips and ideas about how to improve the workplace. Some social networks are homegrown systems that are built internally. Companies are using social networks to trade information amongst team members or other people who are part of the company. Sometimes this might also mean trading documents in real time. Based on research by Gartner (2010), 50% of enterprises will be using some sort of social network by 2012.","materialsDescription":" <span style=\"font-weight: bold;\">What is an enterprise social network?</span>\r\nSocial networks are inherently open, public spaces, available to anyone who wishes to sign up. Now imagine a private social network, only accessible by members of an organization, business or club. This is essentially what an enterprise social network is, kept private to that particular organization. This can be extremely useful for businesses that require all the collaborative features and efficiency of a modern social network, without the public, potentially unsecured nature of them.\r\n<span style=\"font-weight: bold;\">Why use an enterprise social network?</span>\r\nWe’re inherently social beings, and so the modern enterprise workplace contains an abundance of varying formats of communication, both online and off. Talking to co-workers, making phone calls, sending emails – the list goes on. By compiling all of these channels of connectivity together into one interactive, easily accessible digital environment, you can reap the many rewards of enhanced, community-driven workspaces, helping to move your business forward through better connectivity, collaboration and productivity.\r\n<span style=\"font-weight: bold;\">What form do corporate social networks take?</span>\r\nOrganizations can utilize a range of different social platforms, such as discussion forums and intranets. Whatever works for your company, team or department, can become a social network.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Enerprise_Social_Networks.png"},{"id":341,"title":"Customer Service","alias":"customer-service","description":" Customer service is the process of ensuring customer satisfaction with a product or service. Often, customer service takes place while performing a transaction for the customer, such as making a sale or returning an item. Customer service can take the form of in-person interaction, a phone call, self-service systems, or by other means.\r\nCustomer service is an important part of maintaining ongoing client relationships, which is key to continuing revenue. For this reason, many companies have worked hard to increase their customer satisfaction levels.\r\nMost successful businesses recognize the importance of providing outstanding customer service. Courteous and empathetic interaction with a trained customer service representative can mean the difference between losing or retaining a customer.\r\nWhen problems arise, customers should receive timely attention to the issue. Prompt attention to emails and phone calls is critical to maintaining good relations. Requiring customers to stand in long lines or sit on hold can sour an interaction before it begins.\r\nIdeally, customer service should be a one-stop endeavor for the consumer. For example, if a customer calls a helpline regarding a problem with a product, the customer service representative should follow through with the customer until the issue is fully resolved.\r\nThis may entail scheduling appointments with in-person repair personnel if the problem cannot be resolved on the phone, or transferring a call to skilled technicians in another department. Proactively following up with the customer to ensure that he or she is fully satisfied is another smart move.","materialsDescription":" What are customer service standards?\r\nCustomer service standards are an internal corporate set of rules governing the company's customer service activities, an algorithm for communicating with customers, and general standards for responding to unusual situations. The standard of customer service is an integral part of the corporate standard of the company.\r\nFunctions of customer service standards:\r\n<ol><li>To order. The client does not encounter problems, does not see them, which means that he is confident that all the staff without exception are professionals who know their business.</li><li>To control. It is difficult to assess and monitor the work of each manager if there are no clear criteria for evaluation. At the same time, the implementation of the sales plan cannot be the only parameter of the assessment; you need to know whether the manager of customer service standards adopted in this company adheres.</li><li>To adapt. Among other things, the availability of customer service standards simplifies the procedure.</li></ol>\r\nCustomer service standards are effective if the customer does not see the difference between the work of two (or more) managers, and sees only “proprietary” service, always the same, regardless of any external factors or circumstances. The customer service standard, which has been tested in practice, backed up by experience (perhaps even someone else's), created on the basis of analytical studies and recognized methods, can be called "gold". It allows you to increase profits, improve the image of the company, attract new customers.\r\nCustomer service standards are an important part of the company's brand. But, in addition, the standards are necessary and other units, in particular, the department to work with staff. Therefore, their development must take into account the needs of all interested services of the company.\r\n<span style=\"font-weight: bold; \">What is the purpose of introducing customer service standards in the company?</span>\r\nThe objectives of implementing the standards are as follows:\r\n<ul><li>For employees with experience: minimize the number of erroneous and unnecessary actions. The result of this will be saving time of each employee (no errors - no need to spend time correcting them). And, as a result, increased productivity.</li><li>For novice employees: customer service standards allow you to transfer the necessary knowledge in the most concise manner and in a short time.</li><li>For the company: the abolition of dependence on the old-timers. Not all employees who have worked in the company for many years (or even since the day of foundation) are able to resist the so-called star disease. Having knowledge and experience, a person loses the ability to objectively evaluate his work, he begins to think that he is the best manager in the company. It can end very badly - in the event of dismissal, such an employee will take the base, and turn clients against the company. Standards for customer service are needed to ensure that all employees can be assessed on a single scale, based on the actual benefits they bring to the company, as well as the attitude of the employee to the company.</li><li>For the company: the uniformity of control activities of managers. Standards are unequivocal, exclude double interpretations, and therefore cannot cause controversy about the rightness of an employee or employer.</li><li>For managers: the standards of uniform customer service are the same for all managers, and this makes it possible to make the pay of each manager absolutely transparent and intelligible. Realizing that there will be no double interpretations, the manager may not be afraid that he will be paid less than expected - all his mistakes and achievements are immediately visible and understandable.</li></ul>\r\n<span style=\"font-weight: bold; \">The application of service standards allows you:</span>\r\n<ul><li>to develop a company style in dealing with clients;</li><li>to increase the effectiveness of the work of managers with new customers;</li><li>to bring the quality of communication with customers to a higher level;</li><li>to create a positive opinion of the company about the company, so that it can be recommended to its acquaintances, thus increasing the number of potential and then real customers;</li><li>to minimize conflicts between the manager and the customer;</li><li>to develop a technology for training newcomers;</li><li>to transfer the assessment of the work of the manager from the subjective to the objective, transparent and understandable to everyone;</li><li>to establish a procedure for controlling the work of personnel;</li><li>to increase the motivation of managers to work.</li></ul>\r\n<span style=\"font-weight: bold;\">Benefits of applying service standards</span>\r\n<ul><li>The accumulation of experience: the entire base focuses on the company, and not on the hands of managers, "old-timers." Thus, the departure of one or several “old” employees does not become a “natural disaster” for the company.</li><li>Motivation, analysis and control: customer service standards make it possible to develop a transparent scheme of managers' motivation based on a clear, almost mathematical analysis of their work. The sales process is optimized.</li><li>Setting goals. With the help of standards, the company has the ability to set clear, reasonable plans. This allows you to keep the atmosphere in the team friendly and stable, and the lack of "muffled" tasks - to increase the loyalty of managers to the company.</li><li>Standards of customer service is a fairly mobile system that allows you to immediately detect errors in working with clients and quickly eliminate them. In addition, at any stage of working with a client, the head of the sales department can intervene in the process, noticing an error in the work of the manager, and even be proactive in order to prevent an error to which the manager is heading.</li><li>Quick and easy start for beginners. Customer service standards are actually a knowledge base, collected, analyzed, and streamlined. Such information is easily transmitted and assimilated by beginners, which means that the beginner quickly gets to work and starts to make a profit. In addition, a newbie will not spoil relations with a client by awkward actions, since he already knows what to do in any conflict and problem situations.</li><li>Customer confidence. Customer service standards allow the latter to feel confident in the company - no matter where the customer is, he will always easily recognize “his” company by brand features and can be absolutely sure that in a small town they will be served as qualitatively as in a million-plus city, because that the company is well aware of their work. So, such a company can be trusted.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Customer_Service.png"},{"id":339,"title":"Marketing","alias":"marketing","description":" Marketing is the study and management of exchange relationships. It is the business process of creating relationships with and satisfying customers. Because marketing is used to attract customers, it is one of the primary components of business management and commerce. Marketers can direct product to other businesses (B2B marketing) or directly to consumers (B2C marketing).\r\nRegardless of who is being marketed to, several factors, including the perspective the marketers will use. These market orientations determine how marketers will approach the planning stage of marketing. This leads into the marketing mix, which outlines the specifics of the product and how it will be sold. This can in turn, be affected by the environment surrounding the product, the results of marketing research and market research, and the characteristics of the product's target market.\r\nOnce these factors are determined, marketers must then decide what methods will be used to market the product. This decision is based on the factors analyzed in the planning stage as well as where the product is in the product life cycle.\r\nMarketing is defined by the American Marketing Association as "the activity, set of institutions, and processes for creating, communicating, delivering, and exchanging offerings that have value for customers, clients, partners, and society at large". The term developed from the original meaning which referred literally to going to market with goods for sale. From a sales process engineering perspective, marketing is "a set of processes that are interconnected and interdependent with other functions of a business aimed at achieving customer interest and satisfaction".\r\nPhilip Kotler defined marketing as "Satisfying needs and wants through an exchange process", and a decade later defines it as “a social and managerial process by which individuals and groups obtain what they want and need through creating, offering and exchanging products of value with others.”\r\nThe Chartered Institute of Marketing defines marketing as "the management process responsible for identifying, anticipating and satisfying customer requirements profitably". A similar concept is the value-based marketing which states the role of marketing to contribute to increasing shareholder value. In this context, marketing can be defined as "the management process that seeks to maximise returns to shareholders by developing relationships with valued customers and creating a competitive advantage".\r\nIn the past, marketing practice tended to be seen as a creative industry, which included advertising, distribution and selling. However, because the academic study of marketing makes extensive use of social sciences, psychology, sociology, mathematics, economics, anthropology and neuroscience, the profession is now widely recognized as a science, allowing numerous universities to offer Master-of-Science (MSc) programs.\r\nThe process of marketing is that of bringing a product to market, which includes these steps: broad market research; market targeting and market segmentation; determining distribution, pricing and promotion strategies; developing a communications strategy; budgeting; and visioning long-term market development goals. Many parts of the marketing process (e.g. product design, art director, brand management, advertising, inbound marketing, copywriting etc.) involve use of the creative arts.","materialsDescription":"<span style=\"font-weight: bold; \">What the differences between B2B and B2C Marketing?</span>\r\nThe different goals of B2B and B2C marketing lead to differences in the B2B and B2C markets. The main differences in these markets are demand, purchasing volume, amount of customers, customer concentration, distribution, buying nature, buying influences, negotiations, reciprocity, leasing and promotional methods.\r\n<span style=\"font-style: italic; \">Demand:</span> B2B demand is derived because businesses buy products based on how much demand there is for the final consumer product. Businesses buy products based on customer's wants and needs. B2C demand is primarily because customers buy products based on their own wants and needs.\r\n<span style=\"font-style: italic; \">Purchasing Volume:</span> Businesses buy products in large volumes to distribute to consumers. Consumers buy products in smaller volumes suitable for personal use.\r\n<span style=\"font-style: italic; \">Amount of Customers:</span> There are relatively fewer businesses to market to than direct consumers.\r\n<span style=\"font-style: italic; \">Customer Concentration:</span> Businesses that specialize in a particular market tend to be geographically concentrated while customers that buy products from these businesses are not concentrated.\r\n<span style=\"font-style: italic; \">Distribution:</span> B2B products pass directly from the producer of the product to the business while B2C products must additionally go through a wholesaler or retailer.\r\n<span style=\"font-style: italic; \">Buying Nature:</span> B2B purchasing is a formal process done by professional buyers and sellers while B2C purchasing is informal.\r\n<span style=\"font-style: italic; \">Buying Influences:</span> B2B purchasing is influenced by multiple people in various departments such as quality control, accounting, and logistics while B2C marketing is only influenced by the person making the purchase and possibly a few others.\r\n<span style=\"font-style: italic; \">Negotiations:</span> In B2B marketing, negotiating for lower prices or added benefits is commonly accepted while in B2C marketing (particularly in Western cultures) prices are fixed.\r\n<span style=\"font-style: italic; \">Reciprocity:</span> Businesses tend to buy from businesses they sell to. For example, a business that sells printer ink is more likely to buy office chairs from a supplier that buys the business's printer ink. In B2C marketing, this does not occur because consumers are not also selling products.\r\n<span style=\"font-style: italic; \">Leasing:</span> Businesses tend to lease expensive items while consumers tend to save up to buy expensive items.\r\n<span style=\"font-style: italic; \">Promotional Methods:</span> In B2B marketing, the most common promotional method is personal selling. B2C marketing mostly uses sales promotion, public relations, advertising, and social media.\r\n<span style=\"font-weight: bold; \">What are marketing orientations?</span>\r\nA marketing orientation has been defined as a "philosophy of business management." or "a corporate state of mind" or as an "organization[al] culture". Although scholars continue to debate the precise nature of specific orientations that inform marketing practice, the most commonly cited orientations are as follows:\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Product</span></span>\r\nA firm employing a product orientation is mainly concerned with the quality of its product. A product orientation is based on the assumption that all things being equal, consumers will purchase products of superior quality. The approach is most effective when the firm has deep insights into customer needs and desires as derived from research and/or intuition and understands consumer's quality expectations and price consumers are willing to pay. Although the product orientation has largely been supplanted by the marketing orientation, firms practicing a product orientation can still be found in haute couture and arts marketing.\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Sales</span></span>\r\nA sales orientation focuses on the selling/promotion of the firm's existing products, rather than developing new products to satisfy unmet needs or wants. This orientation seeks to attain the highest possible sales through promotion and direct sales techniques. The sales orientation "is typically practiced with unsought goods." One study found that industrial companies are more likely to hold a sales orientation than consumer goods companies. The approach may also suit scenarios in which a firm holds dead stock, or otherwise sells a product that is in high demand, with little likelihood of changes in consumer tastes diminishing demand.\r\nA 2011 meta-analyses found that the factors with the greatest impact on sales performance are a salesperson's sales-related knowledge (knowledge of market segments, sales presentation skills, conflict resolution, and products), degree of adaptiveness (changing behavior based on the aforementioned knowledge), role clarity (salesperson's role is to expressly to sell), cognitive aptitude (intelligence) and work engagement (motivation and interest in a sales role).\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Production</span></span>\r\nA firm focusing on a production orientation specializes in producing as much as possible of a given product or service in order to achieve economies of scale or economies of scope. A production orientation may be deployed when a high demand for a product or service exists, coupled with certainty that consumer tastes and preferences remain relatively constant (similar to the sales orientation). The so-called production era is thought to have dominated marketing practice from the 1860s to the 1930s, but other theorists argue that evidence of the production orientation can still be found in some companies or industries. Specifically, Kotler and Armstrong note that the production philosophy is "one of the oldest philosophies that guides sellers... [and] is still useful in some situations."\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Marketing</span></span>\r\nThe marketing orientation is the most common orientation used in contemporary marketing. It is a customer-centric approach that involves a firm basing its marketing program around products that suit new consumer tastes. Firms adopting a marketing orientation typically engage in extensive market research to gauge consumer desires, use R&D (Research & Development) to develop a product attuned to the revealed information, and then utilize promotion techniques to ensure consumers are aware of the product's existence and the benefits it can deliver. Scales designed to measure a firm's overall market orientation have been developed and found to be robust in a variety of contexts.\r\nThe marketing orientation has three prime facets, which are:\r\n<span style=\"font-style: italic; \">Customer orientation:</span> A firm in the market economy can survive by producing goods that people are willing and able to buy. Consequently, ascertaining consumer demand is vital for a firm's future viability and even existence as a going concern.\r\n<span style=\"font-style: italic; \">Organizational orientation:</span> The marketing department is of prime importance within the functional level of an organization. Information from the marketing department is used to guide the actions of a company's other departments.\r\nAs an example, a marketing department could ascertain (via marketing research) that consumers desired a new type of product or a new usage for an existing product. With this in mind, the marketing department would inform the R&D department to create a prototype of a product/service based on consumers' new desires.\r\nThe production department would then start to manufacture the product, while the marketing department would focus on the promotion, distribution, pricing, etc. of the product. Additionally, a firm's finance department would be consulted, with respect to securing appropriate funding for the development, production, and promotion of the product. Finance may oppose the required capital expenditure since it could undermine a healthy cash flow for the organization.\r\n<span style=\"font-style: italic;\">Mutually beneficial exchange:</span> In a transaction in the market economy, a firm gains revenue, which thus leads to more profits, market shares, and/or sales. A consumer, on the other hand, gains the satisfaction of a need/want, utility, reliability and value for money from the purchase of a product or service.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Societal marketing</span></span>\r\nA number of scholars and practitioners have argued that marketers have a greater social responsibility than simply satisfying customers and providing them with superior value. Marketing organizations that have embraced the societal marketing concept typically identify key stakeholder groups such as employees, customers, and local communities. Companies that adopt a societal marketing perspective typically practice triple bottom line reporting whereby they publish social impact and environmental impact reports alongside financial performance reports. Sustainable marketing or green marketing is an extension of societal marketing.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Marketing.png"},{"id":337,"title":"Sales","alias":"sales","description":" Sales are activities related to selling or the number of goods or services sold in a given targeted time period.\r\nThe seller, or the provider of the goods or services, completes a sale in response to an acquisition, appropriation, requisition, or a direct interaction with the buyer at the point of sale. There is a passing of title (property or ownership) of the item, and the settlement of a price, in which agreement is reached on a price for which transfer of ownership of the item will occur. The seller, not the purchaser, typically executes the sale and it may be completed prior to the obligation of payment. In the case of indirect interaction, a person who sells goods or service on behalf of the owner is known as a salesman or saleswoman or salesperson, but this often refers to someone selling goods in a store/shop, in which case other terms are also common, including salesclerk, shop assistant, and retail clerk.\r\nIn common law countries, sales are governed generally by the common law and commercial codes. In the United States, the laws governing sales of goods are somewhat uniform to the extent that most jurisdictions have adopted Article 2 of the Uniform Commercial Code, albeit with some non-uniform variations.\r\nA person or organization expressing an interest in acquiring the offered item of value is referred to as a potential buyer, prospective customer, or prospect. Buying and selling are understood to be two sides of the same "coin" or transaction. Both seller and buyer engage in a process of negotiation to consummate the exchange of values. The exchange, or selling, process has implied rules and identifiable stages. It is implied that the selling process will proceed fairly and ethically so that the parties end up nearly equally rewarded. The stages of selling, and buying, involve getting acquainted, assessing each party's need for the other's item of value, and determining if the values to be exchanged are equivalent or nearly so, or, in buyer's terms, "worth the price". Sometimes, sellers have to use their own experiences when selling products with appropriate discounts.\r\nAlthough the skills required are different, from a management viewpoint, sales is a part of marketing. Sales often form a separate grouping in a corporate structure, employing separate specialist operatives known as salespersons (singular: salesperson). Selling is considered by many to be a sort of persuading "art". Contrary to popular belief, the methodological approach of selling refers to a systematic process of repetitive and measurable milestones, by which a salesman relates his or her offering of a product or service in return enabling the buyer to achieve their goal in an economic way.","materialsDescription":" <span style=\"font-weight: bold;\">What's the Difference Between Sales and Marketing?</span>\r\nSales and Marketing: two terms we often hear together when working with mid-size companies. In some ways, this is logical because the two need to work together. But in fact, Sales and Marketing are two very different functions and require very different skills.\r\nBusiness leaders know what Operations are; they make stuff. They know what Accounting is; they record and control the money. And they know what Sales do; they sell stuff. So if you are not making stuff, selling stuff, or recording the money—what is marketing and why do you need it?\r\nWhat's the difference between Sales and Marketing? To answer this question, let's define what Sales and Marketing are separately and how they support one another.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">What is Marketing? Aligning with Customers, Now and for the Future</span></span>\r\nA key job of Marketing is to understand the marketplace from the perspective of the customer looking back towards the company and helping lead the company where it should be in the future. Marketing’s job is to direct the organization toward the segments, or groups of customers and channels where the company can profitably compete. It should help the organization see how it needs to modify its product offerings, pricing, and communication so that it meets the needs of the distribution channel or end customers.\r\nMarketing also needs to convert the market understanding into tools and tactics to attract the market, build (often digital) relationships, and develop leads. Without Sales, Marketing efforts run short. Marketing directs Sales as to where they should be hunting and what ammo to use. Note, however, that if Marketing becomes a sales support function focused only on the now, the future can become lost.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Without Marketing, Sales Suffers</span></span>\r\nNot even the best hunter can bring home dinner if they are shooting blanks at decoys. Markets are constantly changing. The job of marketing is to stay ahead of the changes and help the hunters see where they should be hunting and provide them with the right ammunition. If Marketing is only focused on delivering the ammunition for today, nobody will see where the industry is moving or where the company needs to hunt next. This limits growth not only for Sales and Marketing but also for your entire organization.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Can You be Both Sales and Marketing?</span></span>\r\nIn all my years, working for companies that ranged from Fortune 100 to mid-size companies I have never met anyone who was really good at both sales and marketing. I have held the title of VP of Sales and Marketing, managing a 500 person sales and merchandising force. I was really a marketing person with sales authority. The skills required to focus on the now and the push of sales are different. In many ways, they are contrary to the skills of looking to the future and the customer perspective of marketing.\r\nEvery Sales organization feels they have a good understanding of their customers. But every Sales conversation with a customer has a sales transaction lurking in the background. Therefore, customers can never be completely open about their needs and want when talking to a sales person.\r\nFor a company to really grow, someone must have the job of looking out the window towards where the company needs to go in the future. For many companies, this is the job of the CEO and Sales hires someone to do some sales support and gives them a marketing title. But as companies grow, the job of CEO starts to become a full-time job in itself and the strategic role of Marketing gets short-changed. A study of mid-size companies by the University of Texas showed that companies that separated the roles of Marketing and Sales were much more likely to grow faster than the industry average.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Sales and Marketing: Today and the Future</span></span>\r\nSales need to be focused on the now. You can’t run a company unless your sales team is focused on bringing in today’s business. But you can’t really ask your Sales leaders where the company should go next and to develop the 18-month plan to get there without losing focus on today’s revenue. Besides, if your sales executive was really good at developing future-focused business strategies and tying that strategy to the plans and tools of marketing to make it happen, they would be a marketing person and not a now-focused sales person.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Sales.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":5862,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/zoho_workplace.jpg","logo":true,"scheme":false,"title":"Zoho Workplace","vendorVerified":0,"rating":"1.40","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":1,"alias":"zoho-workplace","companyTitle":"Zoho Corporation","companyTypes":["supplier","vendor"],"companyId":4023,"companyAlias":"zoho-corporation","description":"<p>Create documents and presentations, share and manage files, host online meetings and conferences, communicate via chat or email, and work without boundaries.</p>\r\n<p><span style=\"font-weight: bold;\">Bring your ideas to life</span></p>\r\n<p><span style=\"font-weight: bold;\">Zoho Workplace</span> lets you take your office suite wherever you go, accessing and working on documents, spreadsheets, and presentations. Share documents with your peers and get them reviewed fast.</p>\r\n<p>Put your thoughts into words, share documents with your team, and allow multiple people to contribute and comment simultaneously, using the extensive set of tools available in <span style=\"font-weight: bold;\">Zoho Writer</span>.</p>\r\n<p><span style=\"font-weight: bold;\">Work together from wherever</span></p>\r\n<p>Host meetings, conferences, and webinars, and store, share, and collaborate on files in your workspace, regardless of your location—all from Zoho Workplace applications.</p>\r\n<p>Create and store your files on the cloud, and access them on the move. With Zoho WorkDrive, you can store documents, spreadsheets, images, videos, and audio files for sharing with both groups and individuals.</p>\r\n<p><span style=\"font-weight: bold;\">Conversations are just a click away </span></p>\r\n<p>Connect effortlessly with colleagues using the business communication apps in Zoho Workplace. Share emails with your coworkers to cut down on inbox clutter, follow up with them over chat, or spark group-wide discussions via forums.</p>\r\n<p>It’s more than a mailbox. With <span style=\"font-weight: bold;\">Zoho Mail Suite</span>, say goodbye to endless reply chains; just tag colleagues to share emails with them. Stay one step ahead with built-in applications like <span style=\"font-weight: bold;\">Calendar, Tasks, Notes, Bookmarks, and Contacts </span>— all accessible from your mailbox.</p>","shortDescription":"Zoho Workplace is an application suite built to improve productivity and team collaboration.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":20,"sellingCount":7,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Zoho Workplace","keywords":"","description":"<p>Create documents and presentations, share and manage files, host online meetings and conferences, communicate via chat or email, and work without boundaries.</p>\r\n<p><span style=\"font-weight: bold;\">Bring your ideas to life</span></p>\r\n<p><span style=\"font-","og:title":"Zoho Workplace","og:description":"<p>Create documents and presentations, share and manage files, host online meetings and conferences, communicate via chat or email, and work without boundaries.</p>\r\n<p><span style=\"font-weight: bold;\">Bring your ideas to life</span></p>\r\n<p><span style=\"font-","og:image":"https://old.roi4cio.com/fileadmin/user_upload/zoho_workplace.jpg"},"eventUrl":"","translationId":5863,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":124,"title":"Collaboration Applications"}],"testingArea":"","categories":[{"id":267,"title":"Collaborative Applications","alias":"collaborative-applications","description":" <span style=\"font-weight: bold; \">Collaborative applications, </span>collaborative software or groupware is application software designed to help people involved in a common task to achieve their goals. One of the earliest definitions of collaborative software is "intentional group processes plus software to support them".\r\nIn terms of the level of interaction it allows, collaborative software may be divided into: real-time collaborative editing (RTCE) platforms that allow multiple users to engage in live, simultaneous and reversible editing of a single file, like document collaboration app, and version control (also known as revision control and source control) platforms, which allow separate users to make parallel edits to a file, while preserving every saved edit by every user as multiple files (that are variants of the original file). The use of collaborative software in the work space creates a collaborative working environment (CWE). \r\n<span style=\"font-weight: bold; \">There are three main categories</span> of collaboration software based on their functional capabilities. Knowing how does collaboration software work can be gleaned from the tools employed.<br /><span style=\"font-weight: bold; \">Communication.</span> Helps in the exchange of communication between groups. The most common communication tools that are used are systems and applications for email hosting, file sharing, project management and a website or online collaboration applications platform that can be readily accessed. Research findings have shown that file sharing is the most common and needed feature in collaboration software. <span style=\"font-weight: bold; \">Example tools:</span> email, voicemail, instant messaging, VoIP or video calls.\r\n<span style=\"font-weight: bold; \">Conferencing.</span> Allows real-time collaboration among members. Groupware software tools make possible real-time discussions among project members through a virtual meeting room with a moderator who oversees the sharing of information. These web based collaboration applications meetings are helpful when there are important matters to be decided on by project members who are in various locations. <span style=\"font-weight: bold; \">Example tools:</span> video conferencing, IM conferencing, online forums, social media group chats, community boards, application sharing.\r\n<span style=\"font-weight: bold; \">Coordination.</span> Assists in group activities, schedule and deliverables. Coordination software solutions are used for complex interdependent tasks to realize a common goal. Typical business collaboration app suits for time management, project management and online proofing so that team members are aware of deadlines, are properly coordinated, and can monitor the status of projects. <span style=\"font-weight: bold; \">Example tools:</span> calendars, time trackers, spreadsheets, client portals, alerts and status updates<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\">What does collaboration software do?</h1>\r\n<ul><li><span style=\"font-weight: bold; \">Internal Communication System.</span> Teams need an efficient communication system to be able to stay on task and not miss crucial aspects of ongoing projects. With many tools built into web based collaboration apps that allow all forms of communication – email, IM, voice, video – as well as mechanisms to review and retrieve conversations and discussions, team members are assured of uninterrupted coordination and kept in sync.</li><li><span style=\"font-weight: bold; \">File Sharing.</span> Like communication, the ability to share files, documents, data and all other forms of media is one of the most important features of collaboration software. Many groupware now carry robust document management systems, providing you and your team members a convenient means to share, access, view and retrieve files</li><li><span style=\"font-weight: bold; \">Content Creation.</span> Several all-in-one collaboration platforms offer content creation functionality that allows producing and publishing content both for internal and external audiences. This is useful for inbound marketing activities like creating blogs and informative content to attract new audience and enhance your business’ online presence.</li><li><span style=\"font-weight: bold; \">Powerful Search.</span> Finding old files, previous conversation or past blog post are facilitated by the robust search feature of web based collaboration software. What was previously a time-consuming process, now you can use tags and search filters to find what you’re looking for in quickly and efficiently.</li><li><span style=\"font-weight: bold; \">Personal and Group Calendars.</span> Keeping track of numerous meetings, events and other important matters that need your attention is a sure headache-inducer. Personal as well as group calendars are integral features in most collaborative platforms and mobile collaboration apps to help you and your team members stay attuned, involved and present at all times, wherever they may be.</li></ul>\r\n<h1 class=\"align-center\">What are the benefits of collaboration software? </h1>\r\nThere are a number of benefits of collaboration software that can result in more efficient and effective completion of tasks and goals. Understanding what does a collaboration software do will help you justify its implementation in your organization and bolster its adoption with your employees. The successful execution of good collaboration software will afford you many advantages. Why use collaboration software? Here are four good reasons why.\r\n<ul><li><span style=\"font-weight: bold; \">Save time</span> – Time is gold, and in a business that is tantamount to money. The more you save time, the more you save on unwanted expenses, and the better it is for your organization. Collaboration among employees makes possible the quicker completion of end goals that wouldn’t otherwise be achievable in other ways. Embracing collaboration methods cuts disparate, uncoordinated work on a particular project from different contributing members and saves not only time but also resources and efforts. If you are looking to cut costs on projects, collaboration software can help in that respect.</li><li><span style=\"font-weight: bold; \">Enhance project management</span> – Keeping a handle on a project, a team and its members and their progress are never easy to work. Coordination and communication are of paramount importance if you want a project completed. Collaboration is one of the most optimal means to guarantee that you get the most out of your team. It opens lines of communication and makes sure everything is on track in order to avoid mistakes and confusion that can delay projects.</li><li><span style=\"font-weight: bold; \">Strengthen team relationships</span> – One sure-fire way to build effective working relationships among employees is to have them work together to complete tasks and projects. Collaboration programs are designed to do that, making it easy for teams to work almost like a concerted unit with a singular purpose. This makes teams comfortable and confident in working with one another when it comes to completing common objectives.</li><li><span style=\"font-weight: bold; \">Improve organization</span> – The process of keeping things and tasks in order has always been a problem for businesses. It is typical to lose track of what has been done and what needs to be done in project workflows simply because everything is a mess. Collaborative programs assist in maintaining order and managing the stages in workflows through open communication and coordination among concerned individuals and team.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Collaborative_Applications.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":1114,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Zoho_CRM.jpg","logo":true,"scheme":false,"title":"Zoho CRM","vendorVerified":0,"rating":"1.80","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":1,"alias":"zoho-crm","companyTitle":"Zoho Corporation","companyTypes":["supplier","vendor"],"companyId":4023,"companyAlias":"zoho-corporation","description":" \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 your team's performance and your customers' life cycle.</li>\r\n<li>Break sales records without breaking a sweat. A good sales process leads to great sales. Generate more sales with sales process automation, workflows, and advanced reporting.</li>\r\n<li>Software that works the way you do. Adapt your CRM to meet the market. Customize how you collect and deploy key data across your organization.</li>\r\n<li>Enterprise ready and ready to go. Zoho CRM is secure, scalable, and packed with advanced features to keep your business growing.</li>\r\n<li>More deals, in less time. 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 ","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":" \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":" \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:image":"https://old.roi4cio.com/fileadmin/user_upload/Zoho_CRM.jpg"},"eventUrl":"","translationId":1116,"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 "who can adjust themselves to the personality of the guest". 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 "at home customer services" or "at home customer support."\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. </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":""}}
