View

Sorting

Products found: 42

logo
Offer a reference bonus
1.80

Absalon CRM

Absalon CRM Modules:
  1. Marketing
  2. Sales
  3. Project Management
  4. Resource Planning
  5. Case Management
  6. Service Management
MARKETING The marketing module in Microsoft Dynamics CRM is, together with Absalon CRM, covering marketing lists, customer categorization, account plans, event management and more. Microsoft Dynamics CRM
  • Support and registration of marketing activities for reporting, follow up and management
  • Marketing lists: Create dynamic marketing lists, that update subsequently, as well as static marketing lists. Full Outlook integration with mailing possibilities straight from the marketing lists.
  • Create process support for your marketing activities, both simple and complex ones
Absalon add-on
  • Categorization of customers based on needs of the organization and the area such as industry, sector or geography
  • Event Management, gather all the information in one place. Contacts as event participants and their status at the event, check list for the event, document management through SharePoint
  • Training Management with courses and participants, reuse data you previously created
Microsoft add-on products for marketing
  • With Microsoft Social Listening you have the possibility to capture activities on social media, arrange searches based on key words and visualize in nice dashboards with graphs and lists
  • Dynamics Marketing gives you the possibility to take care of digital marketing, like newsletters and leads generation, with automation if you like
User experience
  • Full integration with Outlook contacts and activities
  • Good follow-up possibilities with graphs and views
  • Consistently easy to use interface
SALES Absalon add-on extends the sales module developed from the already well-defined sales support that comes with Microsoft Dynamics CRM. With Absalon add-on the updating of data goes even faster, and administration time is reduced. Microsoft Dynamics CRM
  • Business Process Flow with guiding steps in order to complete the sales process
  • Track meetings and emails to your sales activities
Absalon add-on
  • Dynamic sales processes, helping you to follow the sales processes that apply to you
  • Support for several simultaneous sales processes
  • With Absalon add-on it’s easy to follow which customers you have contacted (and not contacted) for a certain period of time
  • Customer Plans for targeted customer strategy on activity level with follow-up possibilities
  • Opportunities to follow up recurring income over time
User experience
  • Full integration with Outlook contacts and activities
  • Good follow-up possibilities with graphs, views and dashboards
  • Quick update of progressive sales processes
PROJECT MANAGEMENT The module for project management in Absalon CRM gather all information at the one place, where everybody has access to the same material and receives the latest updates. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM
  • Integration with Outlook activities, track emails and other activities in your projects
  • Integration to SharePoint for document management
Absalon add-on
  • Start from one of your predefined project model
  • Add project activities for each unique project
  • With the ability to follow the people who are relevant to the project
  • Spread the responsibility on project activities and project logs
  • Time reporting on projects and/or project activities
  • Do follow-up on the budget and hours towards activities and timesheets
  • - Analyze and visualize through views, graphs and dashboards
User experience
  • Access to the same information with the possibility of access control through security roles
  • Connect to SharePoint for an integrated experience
  • Visualize to illustrate the project's success or warning signs
  • Simple time reporting
RESOURCE PLANNING With Absalon resource planning, resources can be booked for projects in different plans. Statistics and data for the plans are clear and you can follow the progress of work. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM
  • Integration with Outlook activities, track emails and other activities in your projects
  • Integration to SharePoint for document management
Absalon add-on
  • Support for multiple simultaneous resource plans with the same or different resource members
  • Save time by copying a resource allocation over time
  • Duplicate resource allocations for faster input
  • Use the built-in graphs to follow allocations as tools to plan for the future and utilize resources maximum
  • Resource allocation to projects and project activities
User experience
  • The user interface is familiar from other parts of the CRM, instant buttons and custom components make your work easier and graphs provide an instantaneous updated picture of the resource plan.
CASE MANAGEMENT Case management is a major part within CRM and Absalon add-on contains additional functionality which works well with existing Microsoft Dynamics CRM components. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM
  • Follow-up on contractual commitments for SLA
  • Case registration with automatic update of entitlement terms, e.g. number of cases or hours, according to agreement
  • Business Process Flow with guiding steps in order to complete the support process
  • Cases automatically created based on in-coming email
  • Support for case management through queues, and automatic routing of cases to queues
Absalon add-on
  • Dynamic defined process for case management and follow-up. Here you can have one or more processes at the same time, to adapt the work for each unique case.
  • Possibilities to do time reports on projects and/or cases
  • Case management within projects
  • Possibility to continuously follow up aggregated statuses of open cases through graphs, views and dashboards
  • Possibility to build a knowledge database based on recurring problems
User experience
  • Simple and easy to use web interface
  • Clear responsibilities for users in the process
  • Full integration with Outlook contacts and activities
  • Good follow-up possibilities with graphs and views, for cases as well as users
  • Possibilities for follow-up that suits your organization
SERVICE MANAGEMENT Microsoft Dynamics CRM has built-in support for service, which Absalon add-on has expanded with support for service plans, installation, recurring and scheduled service cases. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM
  • Case management with SLA
  • Microsoft Dynamics CRM has functionality for contract management that will help you get an overview of periods, rates and currencies etc
  • Integration with Outlook activities
Absalon add-on
  • Installation management for the identification of existing installations such as machinery, equipment and products at your customers
  • Add and follow the installation components
  • Service Plans: add installations to a service plan and get control over when and where the services will be performed
  • Work on the field, on- and offline, with Absalon Service app
  • Follow up the maintenance work historically and onwards
  • Register service cases within service plans, for installations and users
  • Create service orders after completing the work, use it for billing purposes and sign in our mobile app solution
Microsoft add-on products for Business Intelligence
  • Use Microsoft Business Intelligence, e.g. Power Pivot, to clarify the status and plan the work in the best way
User experience
  • With an easy to use interface and great opportunities for visualization on the user level, the work can be planned in the best way to exploit the resources right and follow-up service based on contract level.
  • With Absalon Service app, users can work online or offline and quickly enter new data.
... Learn more
ROI-
-
15
13
logo
Offer a reference bonus
1.40

Absalon CRM for Consumer Goods

Absalon Consumer Goods – For the Sales Manager Absalon CRM for consumer goods is based on the most widely used processes in sales within the industry. The solution will help the company strengthen its brands while minimizing the time spent on administration. Absalon Consumer Goods – For the Sales Rep Sales representatives’ main focus is to spread information about the various products and brands that their company offers the market. An important task is to report received feedback acquired during the meeting so that the brand can be strengthen even further in the future. With Absalon add-on, we combine a solid database of CRM with efficient processes to report sales meeting, limiting the time spent on administration, and all this is achievable through mobile devices and computers. Absalon Consumer Goods – For the Sales Manager Microsoft Dynamics CRM
  • Manage products, product groups, brands, price lists and discounts
  • Use the built-in marketing lists to reach accounts and contacts
  • Take advantage of Microsoft CRM dashboards, views and charts to track the progress of sales work day by day
  • With Microsoft Social Engagement, you can monitor social media activities and gather information based on keywords, such as the company's brands
Absalon add-on data setup
  • Organize and guide your sales force by creating business plans, t  erritory plans and action plans
  • Prepare materials for each brand so that the sales team works effectively at each sales meeting, and report back meetings directly
  • Understand how the business develops by following up on the data that the sales representative reports after meetings
  • Add up the presentation materials, CLM, that the sales representative can present on their mobile devices or laptops, at sales meetings. Smoothly report feedback back into the system immediately after the meeting
  • Keep track of the distribution of your products on the shelves at your customers
  • Track awareness for your brands at organizations and contacts
  • Manage expenses and product samples to customers
  • Use Absalon add-on to create events and invite contacts
Absalon add-on facilitates for the sales reps
  • Plan a week effectively using Absalon Sales Cockpit as a visual tool for sales meetings 
  • Find your way to customers with help of the map of Absalon add-on that creates the best route
  • Plan for distribution materials and samples ahead and check so sales representatives have what they need for the week
  • Set up the data so that the sales process is made more uniform and streamlined, and time spent on administration is limited
  • Use pre-defined messages, feedback and CLM for each brand
  • The recurring user interface for reporting sales meetings accelerates the reporting process
Absalon Consumer Goods – For the Sales Rep Microsoft Dynamics CRM
  • Use the built in marketing lists to contact organizations and contact persons with similar features
  • Microsoft CRM dashboards, views and charts helps you following the sales work day by day and see what needs to achieve to reach the set goals
Absalon add-on data setup
  • Use the built-in map function to locate your contacts and plan the best possible route 
  • Plan your week using Absalon Sales Cockpit, which gives you a good overview of the week's various sales meetings
  • Evaluate how your message has been received by the various contact persons
  • Set up action plans with predefined messages and feedback, CLM and hand-out materials
  • Copy an action plan and recycle the data that is already available in the system
  • Create sales meetings on an action plan to auto generate the data that you will use in your sales meeting, and report the meeting in the system afterwards
  • Check contribution margin ratio for each contact in your plan so that you reach your goals
  • Invite your contacts to events with a few simple steps
Consumer Goods Sales Rep App
  • Absalon Sales Rep App works both online and offline, which allows you to report the meetings no matter where you are
  • The user experiences that the app is easy to understand and easy to use
  • Filtering data in the app to match the needs you have as a sales rep and makes it easier to report meetings
  • Get the contact person's signature on the location of the samples that you handed out
  • Switch between the laptop and the app to find the most efficient way to work
... Learn more
-
ROI-
-
3
1
logo
Offer a reference bonus
1.80

Absalon CRM для потребительских товаров

Absalon Consumer Goods - для менеджера по продажам

Absalon CRM для потребительских товаров основывается на наиболее широко используемых процессах продаж в отрасли. Решение поможет компании укрепить свои бренды, минимизируя время, затрачиваемое на администрирование. Absalon Consumer Goods - для торгового представителя Основной целью торговых представителей является распространение информации о различных продуктах и брендах, которые предлагает их компания на рынке. Важная задача - сообщить полученную обратную связь во время встречи, чтобы бренд мог еще больше укрепляться в будущем. Благодаря надстройке Absalon мы объединяем прочную базу данных CRM с эффективными процессами, чтобы сообщать о результатах продаж, ограничивая время, затрачиваемое на администрирование, и все это достигается с помощью мобильных устройств и компьютеров. Absalon Consumer Goods - для менеджера по продажам Microsoft Dynamics CRM

  • Управление продуктами, группами продуктов, брендами, прайс-листами и скидками
  • Используйте встроенные маркетинговые списки для доступа к учетным записям и контактам
  • Воспользуйтесь инструментальными панелями, представлениями и диаграммами Microsoft CRM, чтобы отслеживать ход работы по продажам день ото дня
  • Благодаря Microsoft Social Engagement вы можете отслеживать деятельность в социальных сетях и собирать информацию на основе ключевых слов, таких как бренды компании

Настройка данных Absalon

  • Организуйте и направляйте свои силы продаж, создавая бизнес-планы и планы действий
  • Подготовьте материалы для каждой марки, чтобы команда продаж эффективно работала на каждом торговом собрании и напрямую сообщала о встречах
  • Поймите, как развивается бизнес, отслеживая данные, которые торговый представитель сообщает после совещаний
  • Добавьте презентационные материалы CLM, которые торговый представитель может представить на своих мобильных устройствах или ноутбуках на торговых встречах
  • Следите за распространением своих продуктов на полках у ваших клиентов
  • Проследите за своими брендами в организациях и контактах
  • Управление расходами и образцами продуктов для клиентов
  • Используйте надстройку Absalon для создания событий и приглашения контактов

Облегчите продажи с дополнениями Absalon

  • Планируйте неделю эффективно используя Absalon Sales Cockpit в качестве визуального инструмента для встреч
  • Найдите свой путь к клиентам с помощью карты Absalon, которая создает лучший маршрут
  • Планируйте распространение материалов и образцов наперед и проверьте, чтобы у торговых представителей было то, что им нужно на неделю
  • Настройте данные, чтобы процесс продаж стал более однородным и упорядоченным, а время, затрачиваемое на администрирование, ограничено
  • Используйте предопределенные сообщения, отзывы и CLM для каждой марки
  • Повторяющийся пользовательский интерфейс для представления отчетов о продажах ускоряет процесс отчетности

Absalon Consumer Goods - для торгового представителя Microsoft Dynamics CRM

  • Используйте встроенные маркетинговые списки для контактов с организациями и контактными лицами с аналогичными функциями
  • Панели, виды и диаграммы Microsoft CRM помогают вам следить за работой продаж день ото дня и видеть, что нужно достичь, чтобы достичь поставленных целей

Настройка данных Absalon

  • Используйте встроенную функцию карты, чтобы найти контакты и спланировать наилучший маршрут
  • Планируйте свою неделю с помощью Absalon Sales Cockpit, которая дает вам хороший обзор различных торговых встреч недели
  • Оцените, как ваше сообщение было получено различными контактными лицами
  • Настройте планы действий с предопределенными сообщениями и обратной связью, CLM и раздаточные материалы
  • Скопируйте план действий и переработайте данные, которые уже доступны в системе
  • Создавайте собрания по продажам в плане действий, чтобы автоматически генерировать данные, которые вы будете использовать в своем торговом собрании, и сообщать о встрече в системе впоследствии
  • Проверьте соотношение ставок вклада для каждого контакта в своем плане, чтобы достичь своих целей.
  • Пригласите свои контакты на мероприятия с помощью нескольких простых шагов

Заявка на продажу потребительских товаров

  • Приложение Absalon Sales Rep работает как онлайн, так и офлайн, что позволяет сообщать о встречах независимо от того, где вы находитесь
  • Приложение доступно и просто в использовании
  • Фильтрация данных в приложении в соответствии с потребностями, которые вы имеете в качестве торгового представителя, и облегчает отчетность о встречах
  • Получите подпись контактного лица в месте расположения образцов, которые вы раздавали
  • Переключение между ноутбуком и приложением, чтобы найти наиболее эффективный способ работы
... Learn more
ROI-
-
1
20
logo
Offer a reference bonus
1.00

Apptivo CRM

Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.  
  • CRM - Track the complete sales process and close more deals.
  • Project Management - Collaborate on tasks, manage timesheets, and log expense reports.
  • Online Invoicing - A billing system to send and receive online payments from anywhere.
  • Web Help Desk - A powerful ticketing system to deliver stellar customer support.
  • Expense Reports - Mobile expense reporting & simple approval workflow tools.
  • Field Service - Generate work orders, dispatch employee, and invoice for the job.
  • Procurement - Supply chain management with vendor tracking, purchasing, and inventory.
  • Order Management - Capture sales orders, track inventory & shipping, and invoice customers.
... Learn more
-
-
ROI-
-
6
18
logo
Offer a reference bonus
1.00

Asteril CRM (Астерил)

Комплексное решение В нашей CRM объединён функционал поиска и взаимодействия с клиентами. Оказания им услуг и ведения складского учета. Отслеживание доходов и расходов. Постановка и контроль задач.   Автоматизация Все рутинные операции автоматизированы. Отслеживания передвижения товаров, обработка прайсов поставщиков, интеграция с бухгалтерией, службами доставки и взаимодействие с партнерами.   Современный подход Работа в браузере с любого современного устройства и любого уголка мира. Возможность реализации любого пожелания клиента. Шифрование данных и резервное копирование.       Какие задачи Астерил решает в Вашем бизнесе 
  • взаимоотношения с клиентами
  • необходимая аналитика
  • финансовый учет
  • продажи
  • интеграция с другими системами
  • работа с мобильных устройств
  6 причин обратиться именно к нам 
  • Отсутствие ежемесячной оплаты, одна цена для любого количества сотрудников
  • Реализация любых бизнес-процессов, алгоритмов и формул для Вашего бизнеса
  • 100% внедрение
  • Интеграция с любыми сервисами (E-mail, Viber, WhatsApp, 1C, телефония и т.д.)
  • За счет наработанного кода сможем предложить хорошую стоимость и проверенные решения
  • Наши аналитики возьмут на себя большую часть работы по анализу потребностей Вашего бизнеса
... Learn more
-
-
ROI-
-
7
17
logo
Offer a reference bonus
1.00

bpm'online sales

Out-of-the-box processes Bpm’online sales includes referenced processes that serve as best practices for lead management, opportunity management, quote management,as well as order and invoice management. Following pre-defined processes makes it easy for companies to jump start the system adoption and bring industry best practices to their work. Thousands of bpm’online sales users prove that blueprint processes guarantee excellent results! A complete view of the customer journey Bpm’online sales delivers end-to-end sales processes to manage the complete customer journey – from lead to order, and continued account maintenance. Best-in class technology enables the system to connect the dots between marketing, sales and customer service, allowing companies to effectively manage every stage of customer interactions. Engaging interface that users love Bpm’online interface has a social look and feel, which makes it quick to learn and easy to navigate. Users love the elegant design that is free from redundant information which keeps them focused on what is relevant. The system provides a consistent user experience no matter what device you use: phone, tablet, desktop or laptop. The cutting-edge sales force automation product Bpm’online sales is the cutting-edge end-to-end sales cycle management software which drives customer acquisition, development and retention. Take advantage of the ready-to-go sales processes that guide you through the most effective actions to make the most of your sales pipeline, minimizing missteps and boosting results.
... Learn more
-
-
ROI-
-
1
7
logo
Offer a reference bonus
1.40

Capsule CRM

  • GET A COMPLETE VIEW OF YOUR BUSINESS - Store and manage all your business contacts in one place. All relationships, not just customers. Manage contacts, leads, customers, vendors and more.
  • MAKE SURE THINGS GET DONE - Create tasks and share with co-workers. Don’t miss that proposal deadline or customer call. If you have routine tasks, set them to repeat monthly or create a reusable process to match your business workflow.
  • EASY TO USE - Be up and running in minutes. Capsule was designed with usability in mind. We made it simple and intuitive to help you feel at home within minutes of signing up, leaving you with time to focus on tasks at hand.
  • EVERYONE ON THE SAME PAGE. Capture emails and attach notes, conversations, docs and files into a contact’s history so it’s easily available. Share a single view of a contact within your team.
  • WE'RE HERE FOR YOU- Choosing Capsule isn't just choosing the right tool, you're also joining a community. Our friendly expert support team are here for you every day, every step of the way.
  • MANAGE YOUR SALES PIPELINE AND CREATE REPORTS - Track bids, deals, proposals and other opportunities. See where your future income is coming from. Create reports and gain insight on your sales pipeline.
  • CUSTOMIZE CAPSULE - Customize Capsule by adding the data fields you need and define processes for your team to follow. Create custom categories using tags such as vendor, lead and customer.
  • CAPSULE MOBILE - Access your Capsule account wherever you go. Capsule for mobile gives you access to your contacts, tasks, opportunities, cases and more for both Android and iPhone.
... Learn more
-
ROI-
-
18
13
logo
Offer a reference bonus
1.00

Cloze CRM

  • Automatic - Everything about the people you know in one place, pulled together for you.
  • Smart - We learn who is important to you and remember things when you don’t.
  • Proactive - Cloze prompts you to keep in-touch, with the right context at your fingertips.
  • No more data entry - Cloze automatically keeps track of your email, phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter. And everything from dozens of other services.
  • Never miss a follow-up - Cloze’s learning algorithm knows who is important to you and automatically prompts you when it is time to reach out, so you’ll always be on top of your customers and pipeline.
  • You're always prepared - Cloze is like having a personal assistant that keeps you on top of your relationships.
  • Heading into a meeting? Cloze tells you exactly where you left off — with the context from Evernote, email, calls, social, documents and past meetings for every attendee.
... Learn more
-
-
ROI-
-
9
0
logo
Offer a reference bonus
1.00

Copper

One central system Copper is the crm for Google that organizes files, emails and activities across your teams and departments. Finally, all your customer moments in one place so you can work deals and relationships with the full picture and context. Sell from your Inbox As the recommended Google apps crm, Copper’s native G Suite integration allows you to nurture leads and close deals from Gmail. Plus, Copper looks and feels exactly like G Suite apps so there’s no coaching or training needed for full team adoption. Zero data entry Copper is the crm for Google that scrapes and captures all of your contacts, emails and other crucial account details so everything’s automatically there and ready for you to start selling. Automated workflows Copper streamlines your selling processes and best practices with workflow automation. Every seller gets personal notifications so they can move deals forward, faster with the recommended Google apps crm. Insights from lead to close Copper automatically captures all of your data so you get reports you can trust and act on. With advanced reporting, dashboards, leaderboards and customizable pipelines you will have the real-time analytics and insights to help you close more and make smarter decisions. Work instantly Implementing Copper is so fast and easy, you’re up and running in minutes. All data is automatically populated from Gmail, and it’s easy to configure from there. No more wasted budget on the endless customizations. Copper, the recommended Google crm works instantly. Integrate with any tool: Copper – the crm software for Google apps also integrates seamlessly with your favorite apps to automatically capture every detail and help you close deals faster.
... Learn more
-
-
ROI-
-
2
12
logo
Offer a reference bonus
1.00

CRM-system bpm’online

Process-driven CRM for marketing, sales and service bpm'online CRM software supports multiple devices types bpm’online studio Intelligent business process management and low-code platform for rapid application development. bpm’online marketing Multichannel marketing software to deliver demand generation excellence. bpm’online sales Sales force automation to manage the complete sales cycle — from lead to repeat sales. bpm’online service Innovative customer service tools to deliver exceptional customer experience. Bpm’online was recognized in Gartner’s 2016 Magic Quadrant for Sales Force Automation, included in Gartner’s 2016 Magic Quadrant for CRM Lead Management, and recognized in latest Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center. Bpm’online was named a Leader in The Forrester Wave™: CRM Suites for Midsize Organizations, 2016. In addition, bpm’online has been recognized as a Strong Performer in The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016; The Forrester Wave™: Sales Force Automation Solutions, 2017 and The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017. Process-driven CRM
  • three reasons to choose bpm'online CRM systems
  • Align marketing, sales and service on
  • a single CRM platform
  • Gain the agility to change processes in
  • the CRM faster than ever
... Learn more
-
ROI-
-
11
7
logo
Offer a reference bonus
1.00

CRMNEXT Re-Think CRM

SALES Why do sales take an eternity to close? Why can’t we improve win ratios? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers. SERVICE Why do businesses seldom know customers? Why do customers have to talk to several different people before somebody services their requests? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers. CROSS-SELL Why must sales to existing customers be a reactive process? What if we could offer useful and relevant products & services to customers without them asking? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers. MARKETING Why are there gaps between marketing and sales strategies? How can we plan & execute measurable marketing campaigns? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers. PROCESS MANAGEMENT Why is it so hard to change business processes? Wouldn’t it be nice to configure workflows without having to code? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers. ANALYTICS Is it really necessary to view data in prescribed fixed formats? Why can’t we pick and choose analytics that we want to view in a single screen? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers INTEGRATION How can we take the pain out of integration? Why do we have to hop between multiple systems to get things done? How can we do it all from a single screen? SOCIAL How can we use social as medium to build meaningful dialog with customers? Why can’t social become a channel to increase brand equity? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers. COLLABORATION Why must sales to existing customers be a reactive process? What if we could offer useful and relevant products & services to customers without them asking? These are some of the questions we asked ourselves. And that’s why we brought you a CRM with the answers.
... Learn more
-
ROI-
-
18
12
logo
Offer a reference bonus
1.00

eGain CallTrack

eGain CallTrack will enable you to provide consistently effective interactions across social, web, contact center, and mobile channels. The result? Healthy, profitable, and long-lasting relationships with your customers!   Streamline and automate service processes Service process automation is key to driving operating efficiency in your contact center. eGain CallTrack leverages the power of eGain Customer Engagement Hub™ platform (eGain CEH™) to help streamline and automate processes. Using the visual workflow designer, you can set up pre-routing, handling, and post-routing business rules to drive consistency and efficiency through your contact centers.   Effectively categorize interactions Categories and resolution codes are assigned automatically as well as manually. Effective classification helps deliver valuable customer feedback and service trends to your product and marketing team.   Make agents more productive Agent costs, typically, account for over 50% of contact center expenses. Increase agent productivity through a unified agent desktop that eliminates the need to switch applications and improves access to information.   Agents have access to:
  • Complete customer information, including interactions through other channels
  • The common knowledge base
  • Subject matter experts through collaboration tools
  • Multimedia interaction tools such as chat and web cobrowsing to help customers
  • Auto-summarization and note-taking facilities
Resolve issues quickly eGain CallTrack offers the industry’s most comprehensive knowledge management tools for resolving cases:
  • Agents, across channels, have one-click access to eGain Knowledge Base.
  • Agents can find information through FAQ lists, browsing, searching, and guided help (supported by eGain’s pioneering reasoning engine).
  • Agents can also contribute to the knowledge base.
Monitor and track every call Priorities and SLAs are assigned automatically, and alarms are triggered when SLAs are likely to be missed. In addition, managers and supervisors can:
  • Use real-time monitors to oversee queues or agents.
  • Check the audit trail of interactions to ensure correct handling.
  • Run reports to analyze call volumes, SLAs, agent productivity, knowledge base usage, and query trends.
  Integrate multichannel customer communications eGain CallTrack is one of the many modular applications in eGain, which helps businesses set up omnichannel customer engagement hubs. Use other eGain products to enable escalations to and from self-service, live chat, email, and social interactions.
... Learn more
-
-
ROI-
-
10
15
logo
Offer a reference bonus
1.40

Eptica Customer Engagement Suite

Knowledge Base Putting knowledge at the heart of your customer service Eptica offers an engaging, accessible, dynamic, rich and well structured knowledge base to improve the efficiency, quality and consistency of information across sales and customer service channels. The Eptica Knowledge Base learns from the way it is used which content is best for answering a specific question. Every interaction with the knowledge base continues to refine and enhance the relevance of content. The system combines knowledge with the multichannel customer contact history, which together enable agents to optimize the effectiveness of their customer interactions. Using search and query histories from customers and agents, content is automatically and dynamically prioritized and made available where it is needed. Agents can also highlight content gaps as they work, simply by selecting a tick box which puts questions that need answers into the content management workflow.  Information to answer questions need only be created once to be available to all customer service channels. Different departments can be responsible for information and incorporated into the content workflow. Every interaction with the knowledge base continuously enhances and refines the relevance of content, helping to keep the knowledge base up-to-date. Eptica enables organizations to build upon a centralized knowledge base that can be rolled out across multiple contact channels with ease. For example, it can be searchable by customers online and it can also be integrated with workflow to ensure contact center responses are consistent and efficient via email, calls and chat. A centralized knowledge base delivers relevant, accurate and consistent knowledge across channels for agents, back office staff and for customers, creating competitive advantage and delivering the best possible customer experience. Eptica Linguistic Services Winner of International Expo CRE Innovation Award for ‘CRE Innovative Digital Linguistics EngineUnderstand what customers really mean Delivering consistent, rapid and personalized responses to consumers, based on understanding the tone and style of the language they use is critical to Customer Service excellence. Linguistics helps by automatically analyzing incoming interactions, prioritizing them based on tone, forwarding to the most relevant agent or department and suggesting relevant answers. This not only increases efficiency but provides unparalleled insight into customer behavior that can link into Big Data and Voice of the Customer initiatives. At Eptica, linguistics is at the heart of our entire product set. Eptica Linguistic Services™ is the engine that powers all of our linguistic capabilities, driving service excellence by embedding it across every channel: Our advanced Natural Language Processing automatically analyses incoming interactions to detect key message elements, language and sentiment, enabling queries to be quickly routed to the right agent, along with recommended responses. Sentiment analysis of the language used in incoming communications gives immediate insight into how happy an individual customer is - and allows you to prioritize resources accordingly. By understanding the context of questions asked, our Linguistic Search feature delivers faster, more accurate answers to customers, whatever type of language they use, as well as providing powerful insight into customer behavior, which feeds into Voice of the Customer programs. Eptica Linguistic Service is supported by Eptica's in-house team of linguists, ensuring it continues to develop and evolve as language changes now and in the future. Benefits:
  • Achieve Higher First Contact Resolution (FCR) rates
  • Deliver high quality answers, faster to increase efficiency
  • Listen to the Voice of your Customers to best meet their needs
Organizations need an innovative approach to deal with their increasing customer service challenges without having to sacrifice cost, quality or speed of response. Applying techniques based on linguistics will enable you to tackle your challenges by closer, more automated understanding of what your customers are saying. Interaction Workflow Eptica’s workflow is designed to support the processing and management of all inbound and outbound customer requests and interactions that take place across multiple channels. For example, when a customer sends an email or submits a web form Eptica captures the inbound message and create a workflow item to manage that interaction. Eptica automatically profiles each inbound message in order for it to be visible to the appropriate team and given an appropriate level of priority. Eptica also uses the results of the computational linguistic analysis to be able to push to agents highly relevant knowledge articles which will assist the agent in correctly handling and responding to the inbound request.  
... Learn more
-
ROI-
-
14
3
logo
Offer a reference bonus
1.70

Freshdesk

Keep track of conversations Prioritize, categorize and assign tickets so you never lose track of them.. Team Inbox Track and manage incoming support tickets from multiple channels with one inbox. SLA Management Set deadlines for ticket response and resolution based on different business hours or categories. Agent Collision Detection Ensure that multiple agents don’t wind up working on the same ticket by accident. Custom Ticket Status Create custom statuses that suit your workflow to identify what stage a ticket it in.. Scenario Automation Perform multiple actions on a ticket with a single click by automating repeated actions. Canned Responses Provide quick, consistent responses to common questions by creating pre-formatted replies. Resolve issues together Work together as teams to quickly and efficiently solve customer problems. Team Huddle Discuss specific parts of tickets with experts from across your company to figure out the best solutions. Shared Ownership Share ownership of tickets with other teams without losing visibility into progress being made on the issue. Linked Tickets Link related tickets together to keep track of widespread issues and deliver consistent responses. Parent-child Ticketing Resolve complex, multi-stage issues faster by splitting them into smaller child tickets. Support across channels Unify and manage all support-related communications from multiple channels on a single platform. Email Convert support emails into trackable tickets in your helpdesk that you can manage and resolve. Phone Set up a fully functional call center and record and track calls by converting them into tickets. Live chat Assist prospective customers and provide real-time support on your website through live chat. Social media Integrate your company’s Facebook page and Twitter handles and manage them from within the helpdesk. Website Let customers raise tickets from your website and display related knowledge base articles as they type. Increase your team’s productivity Leverage Freshdesk's built-in capabilities to automate repetitive helpdesk tasks. Ticket dispatch Automatically assign tickets to agents and groups based on keywords, requester or properties. Intelligent ticket assignment Assign tickets to agents based on their current workload, skill or using the round robin method. Time-triggered automation Execute maintenance activities on tickets based on the time lapsed since an event happened. Event-triggered automation Implement one or more actions on specific tickets as soon as an event happens. Automatic email notification Notify customers and agents automatically about the changes happening in their ticket. Help customers help themselves Create a self service experience for customers with a knowledge base and forums. Automatically suggest solutions Allow relevant solutions to pop up for customers and save time for your agents and customers. Email to Kbase Let agents convert their ticket replies into knowledge base articles, as they reply. Feedback mechanism Writers will be notified automatically about feedback on their articles so they can implement them. Solution article analytics Monitor article metrics like number of views, likes and dislikes. Reset metrics when the article is revamped. Forum moderation Setup moderation workflows to ensure posts violating your guidelines don't go live immediately. Link forum topic to ticket Convert critical issues raised in the community into tickets so they get the required attention. Measure and improve efficiency Identify problems, plan based on metrics and improve helpdesk performance. Helpdesk reports Understand how different agents and groups are performing based on various helpdesk metrics. Customer satisfaction ratings Gauge how customers feel about your support using customer satisfaction reports. Dashboards Monitor your helpdesk using real-time data about tickets, trends and groups. Answers and Insights Easily access data and reports and get custom insights important to your business everyday. Schedule reports Schedule default and custom reports so that you can receive them in your inbox periodically. Complete customization capabilities Customize your workflows, customer portal, agent roles and more to make the helpdesk truly yours. Portal customization Customize the look and layout of your support portal with full CSS customization and ready-made themes. Customize agent roles Give differential permissions for access and actions according to the roles and responsibilities of agents. Custom ticket forms Collect information relevant and important to your business by adding and modifying fields in the ticket form. Custom URL Use your own vanity URL for your support portal and provide a seamless customer experience. Custom Apps Build and integrate custom apps to carry out workflows that are unique to your business. State of the art data security Freshdesk ensures enterprise-grade security with features and comprehensive audits of networks, systems and regulatory compliances to protect our product and platform. Custom SSL certificates Freshdesk accounts come with custom SSL certificates that let you secure your own support domain or vanity URL for a safe and personalized experience. IP and Network restrictions Whitelist IP ranges, restrict login access outside of work or create secure and exclusive access for agents to login from anywhere by linking IP whitelisting to a VPN (virtual private network). Identity & access management Let agents and users login to Freshdesk using their other accounts by setting up a single sign on (SSO) script to authenticate their credentials.
... Learn more
-
ROI-
-
11
17
logo
Offer a reference bonus
1.40

Freshsales CRM

Manage leads minus the clutter Automatically capture your website visitors as sales leads and group them based on their engagement with your website. Assign them to the right salespeople on your team. Reach out to each lead with complete context and an informed call-to-action. 360° customer view Access customers’ social profiles, identify customer touchpoints (website, product, interactions, appointments), and more—from a single screen. Lead scoring Know which sales lead is hot and who’s not, using lead scores. Prioritize follow-ups with data-backed insights. Auto profile enrichment Bid goodbye to manual data entry! When a lead is added in the sales CRM, their social profile information and photo are automatically updated in their profile. Territories Group your sales team by territories. Focus on areas where you’re closing more deals, and identify territories with potential business. Auto lead assignment In each territory, let the sales CRM automatically assign leads to handpicked salespeople on your team. Appointments, tasks, notes and files Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files. Smartforms (web-to-lead) When a visitor fills your web form, they’re automatically added as a new lead in Freshsales. Plus their profile is auto-enriched with lead score, social media information, and photo. Dive deep into deals, close them faster Transform your sales pipeline into a well-oiled revenue engine—organize, analyze, prioritize and close deals faster. Use the sales CRM to bring visibility and velocity to your pipeline. Visual sales pipeline With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline. Deal status, at a glance How many deals are under review? What is the value of these deals? Get these insights instantly from the deal stage bar. Simple drag-and-drop navigation Move deals across your sales pipeline with a simple drag and drop. Like organizing your filing cabinet. Action-oriented follow-ups Make calls and send emails to prospects right from the deals dashboard. You don’t have to click into each deal to act on it. Track deals on the go Keep track of your deals from the palm of your hand, with the Freshsales mobile CRM app for Android and iOS. Deal age Create reports based on time taken to close deals. Optimize your sales process and improve your reps’ performance. Multiple sales pipelines Selling different products across different markets, with different sales processes? Create multiple pipelines in the sales CRM and keep track of every deal. Know your visitors in real time When your visitors make key decisions on your website and with your product, don’t miss a beat. Get real-time analytics from the sales CRM to power your next conversation. Website and in-app tracking Which web pages are your prospects visiting? How do they interact with your product? Leverage these insights for smart conversations. Activity timeline Get a chronological timeline view of each prospect’s activity, so your sales team can pick the right moments and close deals faster. Behavior-based segmentation Using the data collected by the sales CRM, segment a contact’s activities and learn more about their engagement with your company. Advanced lead scoring Score leads based on their characteristics and behavior, so you know which leads are close to a sale and which others need nurturing. Make quick, quality calls from your CRM Buy numbers, assign them to your sales reps, and start making calls—all from the sales CRM. With automatic call logs, every call in Freshsales is captured; you can also manually log calls you receive outside Freshsales. One click to call No extra software/hardware costs. Just place calls with one click from inside Freshsales. Entire conversation history View all your conversations in one place. Make your next sales call or schedule an appointment from the same interface. Assign numbers to your team Purchase local and toll-free numbers from inside Freshsales and assign them to your sales reps so they can start calling right away. Automatically log calls Sit back and let the sales CRM automatically log all incoming and outgoing calls. Stop worrying about faulty call logs. Personalize welcome and voicemail messages Record a voicemail message inside Freshsales, upload a greeting, or type your voicemail message and let Freshsales convert it to audio.

   
... Learn more
-
ROI-
-
8
2
logo
Offer a reference bonus
1.00

HubSpot CRM

Manage your pipeline and speed up your sales team with the CRM that’s free, forever. Your sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down. HubSpot CRM automates the tasks salespeople hate and takes minutes to learn – not months. That means doing more deals and less data entry. Plus, interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work. Best of all, you can enjoy up to 1,000,000 contacts, users, and storage without any expiration date – whether you're a team of 1 or 1,000. HubSpot’s free CRM makes staying organized effortless. Manage your pipeline with total visibility. Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard. You can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas you set. Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time. Log sales activity automatically. HubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call Sync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens. See everything about a lead in one place Go way beyond names and job titles. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes You’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off Sync up with HubSpot Marketing, and you’ll know which content your lead has consumed so you can personalize your approach Use with HubSpot's sales software, and skyrocket productivity Contacts and deals are only the beginning. HubSpot CRM is part of a full suite of sales productivity tools that sync up with your inbox and make every part of selling easier Send Personalized Sequences Queue up a series of emails and deliver them to a prospect on a schedule you set Create and Measure Email Templates Turn repetitive emails into templates you can send in seconds. Then track performance and share the best ones with your team Get Real-Time Notifications Know the instant a prospect opens an email or downloads an attachment so you can follow up when you’re top-of-mind Enrich Contact Records Automatically Get insights your sales team will actually use by automatically populating contact records with details from our database of over 20 million businesses Place Calls From Inside the CRM Call with a click and choose whether or not to record the conversation. A log is automatically saved on your contact’s timeline Book More Meetings Set your availability and get a shareable link that syncs with your calendar and lets leads pick a time that works for everyone.
... Learn more
-
ROI-
-
0
0
logo
Offer a reference bonus
1.00

Insightly CRM

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way. ACCELERATE SALES Capture Leads Anywhere. Insightly can help you capture more leads, no matter where they come from. Scan business cards with our mobile CRM app, add lead capture forms to your website, turn emails into new leads with Gmail and Outlook add-ins, or import new leads from hundreds of other applications with ease. Lead Routing. Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source origin, emails, phone calls, meetings and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on the right leads while they’re still hot. Opportunity Management. Accelerate the sales process at every step so you can see at a glance the last actions on an opportunity, as well as next steps for moving every deal forward. Send off sales-ready emails from automated templates with just one click. Be alerted when a customer opens or clicks an email – all from within a sales opportunity. Workflow Automation. Complex multi-step business processes can be modelled and automated with Insightly workflow automation. Create email alerts for assigned opportunities, create or update records, or generate tasks for others when opportunities are won. You can even execute custom business logic to sync external systems from SAP, Oracle and others. Insightly intelligently works in the background to orchestrate and coordinate your processes so nothing is missed. Send, Track and Save Emails. Create and send emails from within Insightly in a few clicks, or send out bulk emails to a list of contacts or leads with ease. Insightly tracks email delivery to customers in real-time and notifies you when they are opened, forwarded or clicked. We even monitor open and click statistics for all email templates, so you can choose the best template at a glance for outgoing emails. BUILD RELATIONSHIPS Comprehensive Contact Management. Access everything you need to know about a lead or customer from a single page. Get a 360 view of a contact’s communications history, key relationships, events and tasks, social profiles, sales opportunities and project involvement. Insightly gives you the complete contact management picture whether you’re in the office or on the go. Our free mobile CRM app puts prospect and customer insights at your fingertips. Discover Richer Relationships. Insightly uses a unique relationship graph engine to automatically capture the links between contacts, organizations and the business relationships they share, whenever Gmail or Microsoft emails are saved to Insightly. We extend network connections by linking contacts to sales opportunities, projects, and day-to-day communications. So you can craft more persuasive and personalized pitches… using details directly from customer relationship history. Automatically Populate Social Profiles. Insightly can automatically add social profiles and profile pictures from popular social networks when contacts are added to Insightly, giving you more insight into customer and partner interests. From a database of over 500 million social profiles, Insightly can accurately link social profiles to contacts and companies with just an email address or a website. Gmail and Outlook Integration. Our award winning integrations inside Gmail and Outlook mean you don’t need to leave your email client to update your CRM. Create/update contacts, organizations, opportunities and projects. Or assign tasks and attach files, all without having to jump into another app. Boost productivity, schedule emails for sending, and even track email opens and clicks right from Outlook and Gmail. Mobile CRM App. Work from anywhere with our Android and iOS apps. Prepare for meetings by reviewing contact information, social profile connections, past work performed and won deals. Present with confidence knowing which relationships are important to the contacts you’re about to pitch to. DELIVER PROJECTS Tasks and Events. Coordinate employee, contractor, and partner activity with Insightly’s built-in task and event management features. Create recurring tasks, schedule calendar appointments with leads or contacts, and link them to projects in just one click. Insightly can even sync events with Office 365 or G-Suite for seamless office productivity. Activity Sets. For repeatable processes in your organization, it’s easy to create a templated set of tasks and events and apply them across multiple projects. Intelligently set dates on tasks and events in an activity set based upon a number of days in the future or past of a specific date. Attach activity sets to pipeline stages so when you advance to the next stage of a pipeline task owners are automatically notified of what needs to be done next. 
... Learn more
-
ROI-
-
13
8
logo
Offer a reference bonus
2.80

Microsoft DYNAMICS CRM

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM. The CRM Solution can be used to drive the sales productivity and marketing effectiveness for an organization, handle the complete customer support chain, and provide social insights, business intelligence, and a lot of other out-of-the-box functionalities and features. As a product, Microsoft Dynamics CRM also offers full mobile support for using CRM apps on mobiles and tablets. As of writing this tutorial, the latest version of CRM is CRM 2016. However, in this tutorial we will be using CRM 2015 Online version as it is the latest stable version as well as frequently used in many organizations. Nevertheless, even if you are using any other versions of CRM, all the concepts in the tutorial will still hold true. Microsoft Dynamics CRM is offered in two categories − CRM Online CRM Online is a cloud-based offering of Microsoft Dynamics CRM where all the backend processes (such as application servers, setups, deployments, databases, licensing, etc.) are managed on Microsoft servers. CRM Online is a subscription-based offering which is preferred for organizations who may not want to manage all the technicalities involved in a CRM implementation. You can get started with setting up your system in a few days (not weeks, months or years) and access it on web via your browser. CRM On-Premise CRM on-premise is a more customized and robust offering of Microsoft Dynamics CRM, where the CRM application and databases will be deployed on your servers. This offering allows you to control all your databases, customizations, deployments, backups, licensing and other network and hardware setups. Generally, organizations who want to go for a customized CRM solution prefer on-premise deployment as it offers better integration and customization capabilities. From the functional standpoint, both the offerings offer similar functionalities; however, they differ significantly in terms of implementation. The differences are summarized in the following table. Source: https://www.tutorialspoint.com/microsoft_crm/microsoft_crm_overview.htm
... Learn more
ROI-
-
6
19
logo
Offer a reference bonus
1.40

mplsystems Omni-Channel Contact Centre

For the last 2 consecutive years, mplsystems have been identified as a Visionary in Gartner’s Magic Quadrant for Contact Centre as-a-Service (CCaaS) in Western Europe. Positioned furthest for completeness of vision, in the Visionaries Quadrant, this inclusion illustrates our unique capability to deliver true omni-channel customer service through our combination of advanced contact centre technology and Customer Service CRM on a configurable agent desktop.     OMNI-CHANNEL CONTACT CENTRE mplsystems offers a unique Omni-Channel Contact Centre solution, blending, queuing and routing for phone, email, chat, social and self-service channels   EMAIL MANAGEMENT SOFTWARE Mplsystems email management allows businesses to transform their customer service by enabling them to respond to email enquiries faster & with better quality   CHAT & MESSAGING APPS mplsystems web chat software provides a quick to integrate, simple to use facility to blend into your contact centre alongside calls, emails and social contact   CONTACT CENTRE TELEPHONY mplsystems’ platform incorporates all the ingredients of a traditional call centre ACD, but in addition provides the widest range of non-voice applications in the market   OUTBOUND DIALLING SOFTWARE Seamlessly blend inbound calls with outbound campaign calls and scheduled call backs for maximum efficiency   WORKFORCE OPTIMISATION Empowering agents with the right skills and motivation involves a complex suite of diverse and integrated workforce optimisation tools.   CONTACT CENTRE ANALYTICS mplsystems provide custom contact centre reporting & analytics tools to create full visibility of performance   DASHBOARDS AND WALLBOARDS mplsystems provide fully customised contact centre dashboards & wallboards to create maximum visibility of performance for supervisors and team members
... Learn more
-
ROI-
-
17
7

The ROI4CIO Product Catalog is a database of business software, hardware, and IT services. Using filters, select IT products by category, supplier or vendor, business tasks, problems, availability of ROI calculator or price calculator. Find the right business solutions by using a neural network search based on the results of deployment products in other companies.